Social Profile Guidance

Follow these guidelines to properly display your CFA Institute program status on various social network sites, in accordance with the Code of Ethics and Standards of Professional Conduct.

Twitter

You may only include ", CFA" and/or ", CIPM" after your name if you continue to meet the membership requirements as defined in the CFA Institute Articles and Bylaws (PDF) and previously were awarded the CFA or CIPM designations. The CFA and CIPM designations:

  • Should not be included in your Twitter handle, e.g. not @JohnSmithCFA or @MaryJonesCIPM
  • Should only appear in the section of your profile that contains your surname and given name
  • Should not be included with a pseudonym or fictitious phrase meant to hide your identity

LinkedIn

The Certifications section of your LinkedIn profile is specifically designed to display professional certifications and credentials, and is the most appropriate place to display your status as a CFA charterholder, Investment Foundations certificate holder, or CIPM certificant. Instructions are provided below.

Note: The Experience section is for displaying your employment experience. To avoid giving the impression that you are an employee of CFA Institute, do not list your CFA Institute professional credential or candidacy in this section.

CFA Program

How to Add Your Designation to Your LinkedIn Profile

CFA Charterholders

  • Select the Certifications section from the list to the right of your profile (or scroll down to see it).
  • Select + Add
    • Certification Name: If your charter has been awarded, enter Chartered Financial Analyst (CFA) charterholder
    • Certification Authority: Enter CFA Institute
    • License Number: Leave this field blank
    • Certification URL: Leave this field blank
    • Dates: Select the month and year in which you received your charter
    • Box labeled "The certificate does not expire": CFA Institute members may check this box as long as you satisfy the requirements to maintain your status.
  • Select Save
CFA Program Candidates

If you are a candidate in the CFA Program, you may indicate your status — in the Education section — based on

  • The exam level you are currently registered for or the level of the exam you recently sat for (if you haven't yet received your result):
    • 2014 Level I Candidate in the CFA Program
    • 2015 Level II Candidate in the CFA Program
    • 2015 Level III Candidate in the CFA Program
  • Or the level you have completed, e.g., "Passed Level II of the CFA Program"

If you have completed all three levels of the CFA Program, but have not completed the work experience requirement, you may state: "Passed all three levels of the CFA Program and may be awarded the charter upon completion of the required work experience."

Do not use your candidacy in the Heading of your profile. Do not indicate an “Expected” date.

CIPM Program

How to Add Your Designation to Your LinkedIn Profile

CIPM Certificants
  • Select the Certifications section from the list to the right of your profile (or scroll down to see it).
  • Select + Add
    • Certification Name: If your designation has been awarded, enter Certificate in Investment Performance Measurement (CIPM) certificate holder
    • Certification Authority: Enter CFA Institute
    • License Number: Leave this field blank
    • Certification URL: Leave this field blank
    • Dates: Select the month and year in which you received your certificate
    • Box labeled "The certificate does not expire": CFA Institute members may check this box as long as you satisfy the requirements to maintain your status.
  • Select Save
CIPM Candidates

If you are CIPM Program candidate, you may indicate your status — in the Education section — based on

  • The exam level you are currently registered for or the level of the exam you recently sat for (if you haven't yet received your result):
    • 2014 Principles CIPM Candidate
    • 2015 Expert CIPM Candidate
  • Or the level you have completed, e.g., "Passed Principles level of the CIPM Program"

Do not use your candidacy in the Heading of your profile. Do not indicate an “Expected” date.

Investment Foundations Certificate

How to Add Your Certificate to Your LinkedIn Profile

Investment Foundations Certificate Holders
  • Select the Certifications section from the list to the right of your profile (or scroll down to see it).
  • Select + Add
    • Certification Name If your designation has been awarded, enter: Investment Foundations certificate holder
    • Certification Authority: Enter CFA Institute
    • License Number: Leave this field blank
    • Certification URL: Leave this field blank
    • Dates: Select the month and year in which you received your certificate
    • Box labeled "The certificate does not expire": You may check this box.
  • Select Save
Investment Foundations Candidates

If you are a candidate for the Investment Foundations Certificate, registered for the exam or have completed the exam but have not yet received your result, you may indicate your status — in the Education section — as Candidate for the Investment Foundations Certificate.

How to Use Your Digital Badge

We distribute digital badges on a regular basis.

Note: Basno is our digital badge vendor. New badge holders will receive an email from cfainstitute.org@basno.com on behalf of info@cfainstitute.org.

Claim your badge:

  1. Select “claim your badge” within the email. This will direct you to the Basno website.
  2. Register with Basno using your Facebook account or email address.
  3. Once registered you will be redirected to your digital badge page where you may customize your badge and share it via Facebook, Twitter, Google+, LinkedIn and/or Pinterest. You may also share the badge URL directly.

Add your badge to your LinkedIn profile

  • Log in to your Basno account and select your badge
  • Select “Add to LinkedIn” in the upper right-hand corner and follow the instructions.