CFA CFA General Should you translate special foreign characters into English during the registration?

Should you translate special foreign characters into English during the registration?

  • This topic has 8 replies, 3 voices, and was last updated Dec-17 by Maverick.
  • Author
    Posts
    • Mix
      Participant
      Up
      11
      Down

      Hello everyone, I’m just planning to take the lengthy path and I’ve a question about writing my full name during the registration process. My name has foreign characters and CFA Institute says that I should write it exactly as on my passport. Should I translate special foreign characters into English (for example, “ä, š” to “a, s”)?

      Thanks!

    • christine
      Participant
      Up
      4
      Down

      My take is that both should be fine, but to be safe I’d keep your name exactly as it is (meaning, don’t translate foreign characters).

    • Maverick
      Participant
      Up
      3
      Down

      I would agree with @christineon this. The last thing you want is that you get to the test centre and are then turned away by the examination proctor because your name is translated on the sheet and not in your passport or official ID card. If they need foreign characters translated, I am sure that their system will do this and they have procedures in place that recognize such issues when candidates arrive at the test centre.

    • Mix
      Participant
      Up
      1
      Down

      Thanks, I was also leaning towards writing my name exactly as it appears on the passport, but I used member search on this page http://www.cfainstitute.org/community/membership/directory/Pages/index.aspx and found out that most of the names don’t have special characters…

    • Maverick
      Participant
      Up
      3
      Down

      May I suggest a quick email to info@cfainstitute.org? They’ll be able to tell you conclusively quick as a flash 🙂 

      EDIT: I’ve emailed them and will feed back with a response shortly.

    • Mix
      Participant
      Up
      1
      Down

      Thank you for being so helpful!

    • Maverick
      Participant
      Up
      1
      Down

      No problemo @Mix

      Here’s the answer from CFAI…

      Thank
      you for contacting us. We request that
      names appear exactly on a candidate’s account as it does on their
      passport. However,
      certain name variations are allowed and accents are not required per
      our ID Policy available here:

      http://www.cfainstitute.org/about/governance/policies/Pages/identification_policy.aspx

      In addition, if someone cannot enter in their name due to our system
      restraints, they can enter in the English equivalent of their name
      instead.
      Lastly, our system
      does not support non-English characters. Therefore, those individuals
      should enter their English translation.

      So there we go. If your name has accents such as é rather than e then they’d prefer it with the é, but you don’t have to. NON-English alphabet names such as those from the Cyrillic / Thai / Chinese / Etc alphabet should be translated to an English equivalent.

      Hope this helps 🙂 

      Mav

    • Mix
      Participant
      Up
      4
      Down

      Thanks @Maverick, I’ll use A-Z characters. Super excited to start the program!

    • Maverick
      Participant
      Up
      1
      Down

      Glad to help @Mix‌ 

      Go register my friend and I’m sure you’ll do great. Welcome to the 300 hours / CFA community.

Viewing 8 reply threads
  • You must be logged in to reply to this topic.