CFA Institute Messaging Terms & Conditions
These Messaging Terms & Conditions (“Messaging Terms”) govern SMS/text messaging and other messaging communications sent by CFA Institute (“CFA Institute,” “we,” “us,” or “our”) to individuals who opt in to receive such communications.
By opting in to receive messaging communications from CFA Institute, you agree to these Messaging Terms.
CFA Institute may provide marketing, promotional, informational, event-related, membership-related, and other communications via:
- SMS/text messages; and/or
- Messaging platforms associated with your phone number (such as WhatsApp or WeChat, where available).
Messages may include information about:
- CFA Institute programs and offerings
- Events and webinars
- Educational resources
- Membership-related opportunities
- Surveys or promotional campaigns
- Purchases you have started through our website
- Other marketing and informational content related to CFA Institute
Message frequency varies.
By opting in, you consent to receive messaging communications from CFA Institute at the phone number you provided, including messages sent using automated technology. Consent is not a condition of purchase, membership, exam registration, or participation in CFA Institute programs.
By opting in, you represent that you are the authorized user of the mobile number provided and you are authorized to consent to receive messages at that number.
Message frequency varies depending on your preferences, engagement, region, and interactions with CFA Institute.
Standard message and data rates may apply according to your mobile carrier plan and applicable messaging platform terms.
CFA Institute is not responsible for any charges imposed by your mobile carrier or messaging provider.
You may opt out of receiving marketing SMS/text messages at any time by replying:
STOP
END
CANCEL
UNSUBSCRIBE
QUIT
to any SMS/text message from CFA Institute.
After opting out, you may receive a final confirmation message confirming your opt-out request. For messaging platforms such as WhatsApp or WeChat, you may opt out using the platform’s available unsubscribe, block, or notification management features.
Please note that opting out of marketing messages does not prevent CFA Institute from sending transactional or service-related communications where permitted by law.
For assistance, reply HELP to any SMS/text message or contact us at:
or
Messaging services may not be available on all carriers, devices, or messaging platforms.
Delivery is subject to effective transmission by your mobile carrier or messaging provider. CFA Institute does not guarantee message delivery, timeliness, or availability.
Mobile carriers and messaging providers are not liable for delayed or undelivered messages.
We only use information you provide through this text message service to transmit your mobile messages and respond to you. This includes, but isn't limited to, sharing information with platform providers, phone companies, and other vendors who assist us in the delivery of mobile messages. Mobile information will not be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
CFA Institute processes personal data in accordance with its Privacy Policy.
Our Privacy Policy explains how we collect, use, retain, and protect personal information related to messaging communications.
Messaging programs may not be available in all jurisdictions or regions. CFA Institute reserves the right to limit messaging services by geography, carrier, platform, or user eligibility.
CFA Institute may modify, suspend, or terminate messaging programs or these Messaging Terms at any time. Updated versions will be posted on our website with a revised “Last Updated” date.