Lesson 8 of 8 · 11 min
Standard VII: Responsibilities as a CFA Institute Member or CFA Candidate
Protect the integrity of CFA Institute programmes, keep exam content confidential, and describe the CFA designation and your candidacy accurately, without exaggeration.
In short
- VII(A) Conduct as Participants in CFA Institute Programs: no conduct that compromises the reputation or integrity of CFA Institute or the designation, or the integrity, validity or security of its programmes.
- Exam content is confidential: specific questions and even broad topic areas or formulas tested or not tested. Discussing the curriculum and giving opinions about CFA Institute are fine.
- VII(B) Reference to CFA Institute, the CFA Designation, and the CFA Program: never misrepresent or exaggerate what membership, the charter or candidacy means.
- No partial designation ('CFA Level II'), no expected completion dates, no link between the charter and superior performance. Factual statements, such as passing three exams in three consecutive years, are allowed.
- To keep using the designation, members must file the annual Professional Conduct Statement and pay dues.
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