{"id":1289,"date":"2019-07-12T17:36:00","date_gmt":"2019-07-12T17:36:00","guid":{"rendered":"https:\/\/analystprep.com\/cfa-level-1-exam\/?p=1289"},"modified":"2026-02-25T16:00:40","modified_gmt":"2026-02-25T16:00:40","slug":"standard-7b-reference-cfa-institute-cfa-designation-cfa-program","status":"publish","type":"post","link":"https:\/\/analystprep.com\/cfa-level-1-exam\/ethical-and-professional-standards\/standard-7b-reference-cfa-institute-cfa-designation-cfa-program\/","title":{"rendered":"Standard VII(B) \u2013 Reference to CFA\u00ae  Institute, the CFA\u00ae Designation, and CFA\u00ae Program"},"content":{"rendered":"\n<script type=\"application\/ld+json\">\n{\n  \"@context\": \"https:\/\/schema.org\",\n  \"@type\": \"VideoObject\",\n  \"name\": \"Standard VII \u2013 Responsibilities as a CFA Institute Member or CFA Candidate (2025 LI CFA\u00ae Exam)\",\n  \"description\": \"This video lesson covers Standard VII: Responsibilities as a CFA Institute Member or Candidate from the CFA Level I Ethics curriculum. It explains appropriate conduct, confidentiality rules, program restrictions, proper and improper use of the CFA designation, and common violations related to exam integrity and ethical representation.\",\n  \"uploadDate\": \"2022-08-28T00:00:00+00:00\",\n  \"thumbnailUrl\": \"https:\/\/img.youtube.com\/vi\/45Po76sJFnU\/maxresdefault.jpg\",\n  \"contentUrl\": \"https:\/\/www.youtube.com\/watch?v=45Po76sJFnU\",\n  \"embedUrl\": \"https:\/\/www.youtube.com\/embed\/45Po76sJFnU\",\n  \"duration\": \"PT16M24S\"\n}\n<\/script>\n\n\n\n<p>\n  <iframe loading=\"lazy\"\n    src=\"\/\/www.youtube.com\/embed\/45Po76sJFnU\"\n    width=\"611\"\n    height=\"343\"\n    allowfullscreen=\"allowfullscreen\">\n  <\/iframe>\n<\/p>\n\n\n<p>Standard VII(B) \u2013 Reference to CFA Institute, the CFA Designation, and CFA Program discusses the use of CFA Institute name and logo by individuals and firms.<\/p>\n<p><a style=\"display: block; margin: 20px 0 28px; padding: 14px 18px; border: 2px solid #2563eb; border-radius: 12px; text-align: center; color: #2563eb; text-decoration: none; font-weight: 500; font-size: 15px; background-color: #ffffff;\" href=\"https:\/\/analystprep.com\/free-trial\/\" target=\"_blank\" rel=\"noopener noreferrer\"> Practice CFA Ethics questions on designation use and professional standards. <\/a><\/p>\n<h2>Compliance<\/h2>\n<p>Caution must be taken not to exaggerate the meaning of the CFA Institute or its programs when used by members and candidates. Factual statements concerning the benefits of CFA Program membership are permitted.\u00a0 However, inflammatory statements regarding the superior performance of CFA charterholders are prohibited.\u00a0 Additionally, promising certain results of CFA Program members versus non-members is not allowed.<\/p>\n<p><!--more--><\/p>\n<p>Any statement that cannot be referenced to historical fact must be framed as an opinion by the statement-maker. This includes communication via any medium, including electronic, speech, and print.<\/p>\n<p>Additionally, to refer to oneself as a CFA charterholder, it is necessary to submit a complete Professional Conduct Statement each year that recommits the industry professional to requirements of the Standards of Conduct of and CFA Institute Professional Conduct program.\u00a0 Furthermore, members must be up-to-date with their CFA Institute membership dues.\u00a0 Failure to comply with either of these provisions will nullify one\u2019s membership and disallow the professional from utilizing the CFA Program membership status.<\/p>\n<p>Before becoming a full member, CFA Program candidates may indicate that they have been accepted into a CFA Insitute program so long as the term <em>candidate<\/em>\u00a0is clearly used.\u00a0 In addition to being accepted to the CFA Institute program, a candidate must have sat for a particular CFA exam.\u00a0 The use of \u201ccandidate\u201d may be used even if an exam has been taken, but no results have been issued. The term \u201cpartial designation\u201d or any similar term may not be used by a candidate who has passed one or more levels.\u00a0 Additionally, candidates may not communicate an expected CFA Institute completion date.<\/p>\n<p>CFA Institute marks are legally registered and recognized globally. However, an individual charterholder can only use the mark.\u00a0 It is not to be used by a firm or organization. CFA and the term Chartered Financial Analyst are to be capitalized and used as adjectives, not nouns.<\/p>\n<h2>Violation<\/h2>\n<p>CFA Institute recognizes its designation and marks are often misused by uninformed firms.\u00a0 Therefore, members and candidates should provide information related to Standard VII(B) \u2013 Reference to CFA Institute, the CFA Designation, and CFA Program to appropriate legal, compliance, and public relations contacts within their respective organizations.<\/p>\n<blockquote>\n<h2>Question<\/h2>\n<p>Which of the following is an incorrect use of the CFA designation?<\/p>\n<p>I. John Doe, CFA<\/p>\n<p>II. John Doe, C.F.A.<\/p>\n<p>III. John Doe, Chartered Financial Analyst<\/p>\n<p>IV. John Doe, CFA (2018)<\/p>\n<p>A. II and III<\/p>\n<p>B. II and IV<\/p>\n<p>C. III and IV<\/p>\n<h5 data-tadv-p=\"keep\">Solution<\/h5>\n<p>The correct answer is B.<\/p>\n<p>There are to be no periods between the letters &#8220;CFA.&#8221;\u00a0 Additionally, a date of charter or expected charter cannot be used in conjunction with the CFA designation.<\/p>\n<\/blockquote>\n\n\n<div style=\"text-align:center; margin:42px 0 10px;\">\n\n  <a href=\"https:\/\/analystprep.com\/free-trial\/\"\n     target=\"_blank\"\n     rel=\"noopener noreferrer\"\n     style=\"\n        display:inline-block;\n        padding:16px 36px;\n        background-color:#3f78d7;\n        color:#ffffff;\n        text-decoration:none;\n        font-weight:600;\n        font-size:18px;\n        border-radius:40px;\n        line-height:1.1;\n     \">\n     Start Free Trial\n  <\/a>\n\n  <p style=\"\n        margin-top:16px;\n        max-width:680px;\n        margin-left:auto;\n        margin-right:auto;\n        font-size:16px;\n        line-height:1.5;\n     \">\n     Solve CFA-style ethics questions and master proper reference to the CFA designation.\n  <\/p>\n\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Standard VII(B) \u2013 Reference to CFA Institute, the CFA Designation, and CFA Program discusses the use of CFA Institute name and logo by individuals and firms. Practice CFA Ethics questions on designation use and professional standards. Compliance Caution must be&#8230;<\/p>\n","protected":false},"author":18,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[3],"tags":[],"class_list":["post-1289","post","type-post","status-publish","format-standard","hentry","category-ethical-and-professional-standards","blog-post","no-post-thumbnail","animate"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Standard VII(B) - CFA Institute &amp; CFA Designation<\/title>\n<meta name=\"description\" content=\"Learn the guidelines for referencing CFA Institute, the CFA designation, and the CFA Program to maintain ethical and professional integrity.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/analystprep.com\/cfa-level-1-exam\/ethical-and-professional-standards\/standard-7b-reference-cfa-institute-cfa-designation-cfa-program\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Standard VII(B) - 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