CFA CFA General CFA name change as per passport: How to do it? How long does it take?

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CFA name change as per passport: How to do it? How long does it take?

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  • This topic has 5 replies, 3 voices, and was last updated Jul-21 by mikey.
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      My name on CFA account does not match with my passport name.So I had mailed the name change form along with copy of my passport on tuesday morning. In the evening I got a mail from update@cfainstitute.org with the subject “Check your ID”. It was very generic mail and looks like it would be sent to all candidates who will be appearing for the CFA L1 exams in august.

      So has any CFA L1 candidate who is to appear in august received a similar mail ?

      Or is it a reply to my mail that I had sent for updating the name ?

      Zee Tan voted upmikey voted up
    • Zee Tan
      Keymaster
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      CFA Institute has stated it needs a maximum of 30 days for processing – as long as you’ve emailed it 30 days before your scheduled exam day, it should hopefully be changed before then.

      If you want to speed this up, calling them up is likely the best way, although wait times are currently around 2 hours.

      Good luck!

      mikey voted up
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        Thanks Zee Tan !

        But I’m just worried about what if the name does not get updated in 30 days ? I will be left with only 10 days before my exams…
        So should I send follow up mails every 4/5 days now?

        mikey voted up
        • Zee Tan
          Keymaster
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          On the CFA Program Identification Policy page, it states:

          To change your name, please send your full name, CFA Institute ID number, and a scanned image or photo of your passport data page to info@cfainstitute.org. Allow up to thirty (30) days for processing. CFA Institute cannot guarantee requests will be processed if they are submitted less than 30 days before your exam appointment.

          What that means is that they’re not liable to get the change done within less than 30 days, which makes sense to lower surge requests, as this is something that candidates should be able to give plenty of notice for.

          If your name does not get updated within 30 days, there’s a risk you won’t be admitted for the exam. Sounds harsh, but that’s what it is.

          Follow-up emails are fine, but if you’d like to speed things along I suggest calling them up.

          Good luck!

          mikey voted up
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      1

      Hey there !
      My name got updated on the account ! Got a mail from the institute .

      It took 4 days from the date of request…

      Thanks .

      mikey voted up
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