Add Your CFA Designation or Level to Your Resume

Perhaps because LinkedIn is the more careers-oriented site, there are fewer regulations regarding putting your CFA Designation on the social media platform than the rest on this list. For example, apart from regulating how you convey your CFA Membership on social media, there are regulations on where you can put your CFA title on your social media profile. For example, you could stipulate that you are a CFA level III candidate on the certifications section of your resume due to writing the exam in February 2022. Only once you have passed all three exams are you now considered a CFA Charterholder, and can you now put the CFA Charterholder status on your resume next to your name. Once you’ve successfully passed your examination in each level, for example, CFA level II, you should state on your resume that you have earned your CFA Level II and that you are now a CFA Level III Candidate. As a CFA Program candidate, adding “CFA program participant, CFA Institute” should suffice as evidence that you are working towards your CFA certification.

Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling. As for now, you may want to mention that you’re a candidate in the interview (if that’s actually true). If they care, they may ask you why you’re entering into the program, so have something prepared for that.

If you want your CFA resume to be good enough to be considered for further consideration, your CFA resume needs to be well structured and include information that highlights your skill sets and expertise. Instead, see your failure as a temporary glitch in your professional development, and retake the test. If you’ve written the CFA level I exam and failed and you are thinking of including that you attempted the exam on your resume, we’ll tell you why this is far from being a good idea. You may also put the completed levels, such as “Completed CFA level 1 in 2021”.

  1. Charterholders exclusively use these marks to distinguish them from other investment professionals.
  2. After a short summary, the next thing every resume should contain is the experience and education section.
  3. If able, we encourage candidates to continue working on their exam until a proctor has assisted.
  4. Follow these guidelines to properly display your CFA Institute program status on social network sites, in accordance with the Code of Ethics and Standards of Professional Conduct.

The first stage is Level I, then passing your Level II, and so forth. In this section, we’ll look at some of the crucial information you need to add to your CFA resume to help it get noticed. Include your Designation in this section as “CFA® Charterholder, CFA Institute.” before proceeding to add other relevant information related to the Designation.

And remember, passing Level I is only the first step to receiving a CFA Charter—there are two more rigorous exams to go. As a CFA Charterholder, my perspective on this is you should wait until you at least pass Level 1 before putting in on your resume. While it remains uncommon to use the “CFA mark” in the certifications, this mark comes with a few benefits. Only those who have achieved and have an active status of CFA are legally allowed to use the CFA designation or mark on their resumes.

Earning the Chartered Financial Analyst (CFA) qualification is one way that investment professionals can demonstrate their financial analysis and portfolio management expertise. The CFA Charterholder Program is a long process with numerous steps. Candidates must pass three separate six-hour exams and achieve 48 months of investment-related work experience. Since this process is very dynamic, with candidates spending long amounts of time between levels, it is important to understand how to show this experience on your resume. CFA digital badges are essentially digital certificates used to recognize candidates and charterholders. It is important to think of your resume as a living document, continuously updating it with your most recent professional experience.

Guidelines for Your Resume

Some of the best ways to make yourself more visible to your future Hiring Manager is by having a competitive resume that includes all the information to make your resume stand first in line for further consideration. With the job market getting even how to put cfa level 1 on resume tougher to penetrate, job applicants need to stand out from every angle to fulfill their goals of obtaining a CFA-related job. For more information on adding your CFA details to your LinkedIn account, you should visit the CFA Institute’s website.

In addition to regular job experience, this designation shows that an employee took the extra time to complete additional education, and to further strengthen their skills in the financial sector. To add details about passing your CFA Level 1 on your resume, add, for example, “Completed Level I in 2022” on the education or certification section of your resume. Adding your CFA® designation to your LinkedIn profile not only demonstrates your expertise, but it also helps you stand out to potential employers or clients. Here’s a step-by-step guide to correctly and professionally showcase your CFA® designation on LinkedIn, according to CFA® Institute Guidelines. Because of that, putting that next to your name will inform the hiring manager that he is holding a CFA candidate resume in his hands. Just write down “Your Name + CFA (plus level)” That would raise his desire to check the remaining part.

You can name it “professional designations”, “additional education”, or any other way you want. From the example above, you can easily see that section should be pretty short. Don’t talk about things you learned; simply use a bullet list and highlight the main points. This section can be titled either “certifications” or “professional designations”.

Want to land at an elite hedge fund use our HF Interview Prep Course which includes 814 questions across 165 hedge funds. The WSO Hedge Fund Interview Prep Course has everything you’ll ever need to land the most coveted jobs on the buyside. These two sections are usually close together on a resume, and it does not come across professionally to see the same designation twice in one space. If you are listing the designation next to your name, it is a bit redundant to include it in the education section. University degrees are typically written with additional information such as your major, your minor, the dates of education, and other relevant information. Resumes are intended to measure long-term experience and dedication, making a CFA designation a powerful combination of educational, professional, and self-driven experiences.

How to Put CFA Candidate on Resume?

You can be sure the potential employer won’t miss that piece of information. If you are preparing for a CFA level 1 exam, then you should highlight next to your name that you are a CFA level 1 candidate. You can also use the summary of the document to provide a short explanation (not more than 1 sentence). If you or some of your friends need help with preparation for the CFA exam, check our list of the best CFA study materials. It is a place where you should put literally everything you worked in the past.

How to list a CFA designation in the education section

We distribute digital badges on a regular basis via our digital badge vendor, Basno. When your new badge is ready, you will receive an email from [email protected] on behalf of CFA institute. Taking these dates into account, allow yourself four weeks prior to the exam date to review questions and have practice sessions. During this period, you should practice more intensively than in previous periods. The following table summarizes how to best allocate your study time for the various CFA exam topics, if you were to give yourself about 323 hours and four months (120 days) to study.

Once you have digested everything in this guide, you should be able to get started on crafting a resume that’s attractive to employers and that follows the CFA Institute rules and regulations. If you are an active CFA® charterholder, the first (and easiest) place to add your CFA® designation on LinkedIn is at the end of your name. In your LinkedIn profile header, add “CFA” after your last name, separated by a comma. In the end, the safest way to make your CFA resume stand out is by adding CFA next to your name.

The Best Way to Prepare for the CFA Level I Exam

Finally, if you decide to use the CFA Marks in your resume’s Education or Certification sections, or perhaps a cover letter, use the CFA Marks as an adjective and not a noun. Preferably use the long-form CFA Mark, “Chartered Financial Analyst®,” especially if you have space for it on your CV, so that anyone can understand the Designation upon reading it. Creating a CFA resume goes beyond the standard, ensuring that there aren’t any typos and that your resume communicates your credentials and experiences as briefly as possible. But, like many others, you might be scratching your head, wondering how to properly display it on your resume and LinkedIn. Fortunately, you have come to the right place where you can hear some useful tricks and tips.

After decades of paper-based exams, the CFA exams have changed to computer-based testing. As of 2022, the Level I exam is now offered in February, May, August, and November, the Level II exam in February and August, and the Level III exam in May and November. Here is a quick video going over my thoughts and experience when applying to banks as a CFA Level I candidate back in 2016. My advice, leave it off of your resume, but if you make it to an interview, it is ABSOLUTELY appropriate to mention you are starting your CFA journey. CFA website says that it is okay to add it under the education section.

In general, a CFA Program candidate can indicate which level they have passed under the “Test Scores” section, and/or state that they are a candidate in the program under “Courses” section. Fortunately, LinkedIn profiles have sections labeled “Licenses & Certifications” and “Test Scores”, which is the most appropriate place to indicate your CFA license, depending whether you’re a charterholder or a candidate. Before we start, note that the “Experience” section of a LinkedIn profile is intended to display your employment experience. If you passed each level of the exam in consecutive years and wanted to mention it in your CV / resume, that is not a violation of Standard VII(B) because it is a statement of fact. Our policy is that we do not allow individuals to use the CFA Institute pinwheel logo.


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