CFA Designation Use in Marketing

Medium Cfa Institute Code And Standards Responsibilities - Reference To Cfa

As a CFA charterholder, Jane is considering using her CFA designation in marketing materials for her new investment management firm. She is aware that the CFA Institute has specific guidelines regarding the use of designations in professional communication. Jane wants to ensure that she adheres to the CFA Institute's Code and Standards.

Which of the following statements correctly reflects Jane's responsibilities regarding the reference to the CFA designation?

Jane may use the CFA designation in her marketing materials without any restrictions since she is a charterholder.

Jane can only use the CFA designation if she provides the full name of the CFA Institute and its trademark symbol in her materials.

Jane must ensure that her use of the CFA designation does not mislead clients or potential clients about her qualifications.

Hint

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