This module is part of the 2027 curriculum. You are following the 2026 curriculum, where it is not taught in this form. Switch if you are sitting the exam under the 2027 curriculum.
Lesson 1 of 1 · 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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