How to Cite CFA Status on a Resume

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If you've earned a Chartered Financial Analyst designation through the CFA Institute, it's a sign that you've taken steps to advance your career and are committed to the best practices in your industry. The next step, then, is to ensure your resume reflects your commitment.

Don't Exaggerate Your Status

  • As a CFA professional, you should already be familiar with the CFA Institute's Code of Ethics, which cautions you against misrepresenting your status. As such, do not exaggerate your CFA status on your resume or elsewhere. If you've passed all three levels of CFA exams, you have the right to put the letters "CFA" behind your name in the name section at the top of your resume, as well as in the Education section of your resume. If you're in the midst of the various tests, use the Education section. Write the Institute's name, and then list your current level. If you've registered for an exam, it's ok to say you're a "CFA Level I Candidate," for example. If you've passed certain levels, write something like "Passed CFA Level I and II." If you have your CFA charter pending, do not include that on your resume; your level of testing should suffice until you actually get your charter.

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