CFA business card

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newsuper

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Quick question: my firm is doing me new business card and want it to look as below:
Newsuper (font 10 and bold)
Chartered Financial Analyst (font 8)
I recall from LI there was some stuff about not making the ‘CFA’ or anything larger than the print your name is in, but what about making it smaller? Is that allowed?
 
Good point, but unfortunately the ‘corporate look’ follows that style.
 
technically - it should not be in a smaller font and neither should the CFA trademark be not-bold if your name is in bold.
 
cpk123 wrote:technically - it should not be in a smaller font and neither should the CFA trademark be not-bold if your name is in bold.
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Yeah, that’s what I thought too.
 
Though to be fair, the Standards of Practice Handbook actually says:
The CFA designation should not be given more prominence (e.g., larger, bold) than thecharterholder’s name.
You could argue that the designation would actually be given less, not more prominence as my company wants to use it.
 
Also, the way you have it set up makes it look like you are calling yourself a Chartered Financial Analyst, which you cannot do; you can’t refer to CFA as a noun - perhaps putting CFA Charterholder under your name?
 
uviccanada wrote:Also, the way you have it set up makes it look like you are calling yourself a Chartered Financial Analyst, which you cannot do; you can’t refer to CFA as a noun - perhaps putting CFA Charterholder under your name?
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No I’m pretty certain you can use the following:
Newsuper, CFA
or
Newsuper, Chartered Financial Analyst
——————————————
From CFAI website:
Proper
John Smith, CFA
John Smith, Chartered Financial Analyst
Improper
Amy Jones, cfa
John Smith, chartered financial analyst
The form of the marks must never be altered to create a new word, phrase or design.
The marks may never be used in the plural or possessive forms.
The CFA® and Chartered Financial Analyst® marks must not be used as part of, or incorporated in, the name of a company or imply that the company is entitled to use the marks. Additionally, the marks may not be used in a charterholder’s e-mail address or in a personal or company domain name.
Proper
Amy Jones, Chartered Financial Analyst
Improper
Amy Jones, Inc., Chartered Financial Analyst
johnsmithcfa.com
 
Just change your name by deed poll to Newsuper CFA and you can have it all in the same font size. Or marry someone called Mr CFA if you are female & uphold the adopting-your-partner’s-name thing.
You are welcome.
 
Sometime it’s best to just go straight to the source. From CFAI:
The use of the “Chartered Financial Analyst” trademark is acceptable, since it is less prominent, in terms of font size and boldness, than your name.
 
newsuper said:
uviccanada said:
From CFAI website:
Proper
John Smith, CFA
John Smith, Chartered Financial Analyst
Improper
Amy Jones, cfa
John Smith, chartered financial analyst
Doesn’t the above lower case form show that the designation should not receive less prominence?
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Won’t your firm let you put “Newsuper, CFA”?
Newsuper
Chartered Financial Analyst
Seems kind of strange. Typically see a title below someone’s name, not a designation.
 
higgmond wrote:Won’t your firm let you put “Newsuper, CFA”?
Newsuper
Chartered Financial Analyst
Seems kind of strange. Typically see a title below someone’s name, not a designation.
Click to expand...
They probably would allow it, but as I am a financial adviser I thought it better to put Chartered Financial Analyst on the card as 99.99% of potential and current clients would have no idea what CFA meant.
 
newsuper wrote:
higgmond wrote:Won’t your firm let you put “Newsuper, CFA”?
Newsuper
Chartered Financial Analyst
Seems kind of strange. Typically see a title below someone’s name, not a designation.
Click to expand...
They probably would allow it, but as I am a financial adviser I thought it better to put Chartered Financial Analyst on the card as 99.99% of potential and current clients would have no idea what CFA meant.
Click to expand...
Gotcha
 
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