CFA Program in India & FAQs Answered

CFA Program in India

Which test center should candidates in India select?

Candidates may select a test center in India or in any available location worldwide, including many in the Asia Pacific and Middle East regions.

Has the lawsuit between CFA Institute and ICFAI ended?

CFA Institute has reached an agreement with the Institute of Chartered Financial Analysts of India (ICFAI) that resolves trademark litigation between the organizations.

CFA Institute believes this is an appropriate settlement to the long-standing dispute, and the resolution will allow CFA Institute to focus on supporting its members and candidates in India and contribute to the advancement of the Indian investment profession.

How can I learn more about this settlement?

While the terms of the agreement are confidential, CFA Institute and Icfai have provided limited details to their local members via a website announcement. View the announcement on the CFA Institute website.

For more information on the CFA Program and efforts by CFA Institute to restore trust in the global investment profession, visit www.cfainstitute.org.

Can I use my CFA designation in India?

Yes, CFA charterholders from CFA Institute have always been, and continue to be, free to use the "CFA" and "Chartered Financial Analyst" marks throughout India.

Will the Indian Association of Investment Professionals change its name?

We are not aware of any plans of the IAIP to change its name at this time.

Is the AICTE proceeding ongoing?

No. At a hearing in April 2012, the AICTE declared that its executive committee concluded that the existing AICTE regulations do not apply to the CFA Program. With the dispute resolved, the Court closed the case.

What does the latest resolution mean to CFA Institute?

CFA Institute now can offer Indian test centers on the same advanced schedule, and with the same certainty, as its other test centers worldwide.

What does the latest resolution mean to CFA candidates in India?

Indian candidates no longer have to travel outside of India to take the exams, or make alternative arrangements in the event of last minute changes. Instead, they can register to take the exam in India as soon as the registration period opens, and can be confident that there will be no venue changes, allowing them to focus on exam preparation rather than logistics.

Does it mean that all candidates in India can now register for and take the CFA exam in India?

Yes, Indian candidates can register to take the exam in India as soon as the registration period opens.  Upon completion of all requirements, including passing the CFA exams, investment professionals become charterholder members of CFA Institute and earn the right to use the CFA designation. CFA exams are held in more than 185 test centers worldwide, including many in the Asia Pacific and Middle East regions.

Can I obtain a waiver into the CFA Program or CFA Institute membership?

No. CFA Institute does not grant any waivers into the CFA Program for graduates of third party programs.

What should I do if I see misuse of the CFA Institute/CFA Program name?

If you have any concerns about possible trademark misuse, please contact the Legal Services Group at: trademark@cfainstitute.org. We ask that you do not attempt to raise these issues directly with the individual in question

What is the future of CFA Institute in India?

CFA Institute now has six CFA test centers in India (Bangalore, Chennai, Kolkata, Mumbai, New Delhi, and Pune). We will continue to work with the Securities and Exchange Board of India and the National Institute of Securities Markets and plan to strengthen resources to universities and faculty in India. Please continue to watch www.cfainstitute.org/india for updates about our activities in India.

Frequently Asked Questions

May my employer verify the status of my application?

CFA Institute may only verify for an employer the receipt of any recent payments the employer has made on your behalf. All other information is confidential. Candidates must contact CFA Institute directly for further assistance.

Are there guidelines for using the CFA designation?

Yes, please see the Guide for Use of CFA Institute Marks for complete information on properly using the CFA designation.

Will CFA Institute notify my employer that I have been awarded the CFA charter?

CFA Institute does not notify your employer directly, but along with your confirmation letter you will receive a letter for your employer.

How will my name be printed on the CFA charter?

Your name will be printed as it appears in your CFA Institute online profile. Prefixes (Mr., Ms., Miss, Mrs., Dr.) and other designations are not printed on the charter. If you want your name printed differently, please submit the Identification Information Change Request (PDF) prior to the award of your charter.

When will I receive my CFA charter?

If your society is hosting a charter recognition event between 1 September and 31 January, you will be invited to receive your charter at the event. Otherwise, your charter will be mailed to your primary address within 12 weeks of the date that you complete all requirements.

Where is the CFA designation from CFA Institute recognized?

The CFA designation is recognized everywhere. In addition, several countries have recognized the quality of our CFA Program and designation by allowing passage of Level I of the exam or achievement of the CFA charter to meet certain licensing or qualification requirements. Learn more about the global recognition of all our educational programs.

How do the Investment Foundations certificate program, the CFA Program and the CIPM Program compare?

The CFA Program is a globally recognized, graduate level curriculum that provides a foundation of real-world investment analysis and portfolio management skills. It's designed for industry participants who are accumulating or have obtained at least four years of experience in analyzing and making investment decisions. Learn more about the CFA Program.

The CIPM Program is a specialist study and exam program for investment performance professionals. The candidate body of knowledge includes professional ethics; performance measurement, attribution, and appraisal; manager search and selection, and the Global Investment Performance Standards (GIPS). Learn more about the CIPM Program.

The Investment Foundations certificate program is designed for financial service industry participants who work in association with investment decision makers and who may not have any formal investment industry training. The certificate provides individuals with a fundamental understanding of the investment industry. Learn more about Investment Foundations.

 Hope you can find this article helpful. If you did like this Blog then Share it with your friends who are preparing for CFA Exams or who will be giving their CFA Exams in the near future.

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1 comment

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