What are the responsibilities of the members in reference to the CFA Institute?

When referring g to CFA Institute, CFA Institute membership, the CFA designation, or candidacy in the CFA Program, Members and Candidates must not misrepresent or exaggerate the meaning or implications of membership in CFA Institute, holding the CFA designation, or candidacy in the CFA Program.

Mustn’t cite the expected date of exam completion and award of charter.

A candidate who has passed level III but has not received charter can’t use CFA designation.

Once accepted as a member:每年交述职报告和年费

If a candidate passes each level of the exam on the first try and wants to state that he or she did so, that is not a violation because it is a statement of fact, but must not over promise the competency and future investment results.

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