CFA® Resume Preparation Guidelines
CFA resume preparation should focus on highlighting your relevant skills and experience, as well as your progress in the CFA program. It is important to include the CFA designation, indicate the level you have achieved, and use CFA trademarks correctly. Sharing your CFA resume on social media and adding links to relevant profiles can help you enhance your professional brand.
How to Put Your CFA Designation on Your Resume
The CFA Institute (CFAI) encourages financial professionals to display their CFA designation or program status on their resumes; however, it must be done in a way that abides by the CFAI’s established guidelines. This includes indicating proper trademarks and following specific rules depending on your status.
Guidelines for Trademarks
The two trademarks you need to be aware of when preparing your CFA resume are CFA® and Chartered Financial Analyst. These “CFA Marks” are recognized throughout the financial industry and will distinguish you from other financial analysts. The general rules for CFA trademarks are as follows:
- The first, most prominent use of either of these marks should include the trademark symbol (®).
- The trademark symbol (®) does not need to be used when directly following a name (e.g., John Doe, CFA, and Jane Doe, Chartered Financial Analyst).
- Do not use these marks generically as nouns (e.g., John Doe is “a CFA charterholder,” not “a CFA,” and Jane Doe holds the Chartered Financial Analyst designation).
- Do not include these marks in your email address or company name.
Generally, you are using these marks correctly if you can omit them from a sentence and the sentence still makes sense. For more examples and to download the CFAI’s official Certification Mark, visit the CFAI’s website.
Rules for Active CFA Charterholders in Good Standing
- Properly display your designation after your name (e.g., John Doe, CFA)
- In the education or certifications section of your resume, include “CFA® charterholder, CFA Institute”
- You may include the issue date of your charter
Rules for Lapsed CFA Charterholders
- In the certifications section of your resume, include the dates you were a charterholder (e.g., CFA® charterholder, 2010 - 2020)
Rules for Candidates in the CFA Program
- In the education section of your resume, include your participation in the CFA program (e.g., CFA® Program participant, CFA Institute)
- You may list your completed levels (e.g., Completed Level II in 2022)
- The term “candidate” is reserved for those who are actively registered for a particular exam
What Are CFA Digital Badges?
CFA digital badges are essentially digital certificates used to recognize candidates and charterholders. They’re distributed by the CFAI through a company called Basno. While there are a number of badges denoting CFA milestones, research challenge participation, and similar professional achievements, the three most prominent are earned upon completing Level I, Level II, and the full CFA program.
Step-By-Step Process to Claim Your CFA Digital Badges
CFA badges are distributed digitally on a regular basis by Basno. When you’ve earned a badge, you will receive an email from firstname.lastname@example.org on behalf of the CFA Institute. You can then:
- “Claim your badge” in the Basno email
- Register online with Basno
- Share your CFA badge via social media
How to Share CFA Achievements on Social Media
When sharing your CFA designation and program status on social media, there are rules to be aware of in addition to the CFAI’s trademark guidelines. Failure to abide by these requirements may put you in violation of the CFAI’s Articles and Bylaws.
Licenses & Certifications
- Certification Name: Chartered Financial Analyst® (CFA) Charterholder
- Issuing Organization: CFA Institute
- If you maintain your status, select that the credential does not expire
- If your membership has lapsed, select the months and years of your membership
- Issue Date: Select the month and year you received your charter
- Credential ID: Leave blank
- Credential URL: Insert your CFA badge URL
- Do not put your candidacy in your profile’s header
- Do not include an “expected” date
- You cannot indicate that you have been awarded a partial designation
Adding Your Program Candidacy
- On your profile, navigate to Add Test Score
- Title: Level (I, II, or III) CFA exam
- Associated with: Leave blank
- Score: You can indicate the level you have passed by typing “Passed”
- Test Date: Enter the month and year you passed the exam
- Description: Enter the level you have completed (e.g., Passed Level I of the CFA Program)
Referencing an Upcoming Exam
- On your profile, navigate to Add Course
- Course Name: Level (I, II, or III) CFA exam candidate
- Leave all other fields blank
CFA Resume Examples
To help you write your CFA resume, we’ve outlined some examples that pertain to typical resume sections. We encourage you to use these samples as a starting point and showcase your achievements in the CFA program.
Example: Education Section
- CFA® Program participant – Passed Level 1 (CFA Institute)
- The University of Texas | Austin, TX
- August 2000-May 2006
- Masters of Business Administration in Finance
Example: Skills Section
- Critical thinking
- Financial analysis
- Time management
- CFA® Program participant - Passed level 1 (CFA Institute - 2004)
Example: Certifications Section
- CFA® Program participant - Passed Level 1 (CFA Institute)
- Project Management Professional
- Financial Modeling & Valuation Analyst (FMVA) certification