Guidance for Standard VII: Responsibilities as a CFA Institute Member or CFA Candidate

Standard VII, Responsibilities as a CFA Institute Member or CFA Candidate: conduct in the CFA Program and proper reference to CFA Institute, the designation and the Program.

1. 1. Standard VII: Responsibilities as a CFA Institute Member or CFA CandidateProtect the integrity of CFA Institute programmes, keep exam content confidential, and describe the CFA designation and your candidacy accurately, without exaggeration.Video · 5 minFree11 min
2. 2. Standard VII(A) cases: exams, confidentiality and volunteeringVII(A) asks one thing of exam takers and volunteers: do nothing that weakens the exam, and say nothing about its content, tested or not, until CFA Institute releases it; opinions about CFA Institute remain free.16 min
3. 3. Standard VII(B) cases: using the designation, membership and candidacyVII(B) lets you state facts and honestly labelled opinions about CFA Institute, the charter and the Program, and forbids promises: no partial designation, no expected completion date, and no claim that the charter or fast passing produces better results.15 min
4. 4. Standard VII cases: 2027 test-centre, deferral and membership updatesThe 2027 reading adds test-centre and deferral examples to VII(A), a third annual membership requirement and a duty to remove references after a lapse to VII(B), and 'Expert, CFA' as the pseudonym case.12 min