Investment Foundations Certificate Usage Guide

CFA Institute is the sponsor of the CFA Institute Investment Foundations certificate program. To assist those who have earned the Investment Foundations certificate with proper trademark usage, CFA Institute has developed the guide below. Please consult and follow this guide when preparing resumes, social media profiles, promotional literature, signage, and all other forms of printed, electronic, and written communications. If questions arise please contact staff in the Legal Services Group at CFA Institute by email at trademark@cfainstitute.org.

  1. The Investment Foundations certificate should not be used as a designation.
    Once you have been officially notified by CFA Institute that you have passed the examination, you have the right to make the following statement: “Awarded the Investment Foundations certificate by CFA Institute.”

    The Investment Foundations certificate should not be used after an individual’s name, or to describe an individual.

    Improper

    John Smith, Investment Foundations certificate
    John Smith, CFA Investment Foundations Certified

    Proper

    John Smith earned the CFA Institute Investment Foundations certificate.
    John Smith is an Investment Foundations certificate holder.

  2. Add the Investment Foundations certificate to your resume or CV and online profile. On LinkedIn, please reference it in the Certifications section as Investment Foundations certificate. The certifying body is CFA Institute.