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Problem with name in CFAI account

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    • Avatar of ArsenalFanArsenalFan
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        • Undecided
        03 Mar 2018 at 4:56 am
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        Hi guys sorry if I’m posting in the wrong place but I seem to have made a mistake which is really stressing me out.

        I inadvertently neglected to write my complete given name when I made my CFA institute account (haven’t registered for an exam yet) meaning it is not a 100% same as the one on my passport. When I was making my account I didn’t think it would be such a big deal until I learned that the account name would be on the admission ticket.

        My question is that if I submit the name change form with a copy of my passport would it be enough or is other documentation required as well?

        Thanks in advance.

      • Avatar of ArsenalFanArsenalFan
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          • Undecided
          03 Mar 2018 at 8:01 pm
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          Thank you for the help :). Would scanning both docs and emailing be enough?

        • Avatar of BittersweetBittersweet
          Participant
            • CFA Level 1
            05 Mar 2018 at 9:21 am
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            Not really

            Here’s the form -> http://www.cfainstitute.org/Forms/name_change.pdf

          • Avatar of BittersweetBittersweet
            Participant
              • CFA Level 1
              05 Mar 2018 at 6:35 am
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              I had the same problem. Just contact the CFAI and they will provide you with step by step procedure

            • Avatar of ArsenalFanArsenalFan
              Participant
                • Undecided
                05 Mar 2018 at 8:57 am
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                Is it ok if I fill out the form by hand?

              • Avatar of ArsenalFanArsenalFan
                Participant
                  • Undecided
                  02 Apr 2018 at 8:45 pm
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                  Thanks so much for the help guys. Issue has been resolved.

                • Avatar of hairyfairyhairyfairy
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                    • Undecided
                    03 Mar 2018 at 10:08 am
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                    You’ll need to submit a name change for sure. Copy of passport is fine, as per guidance here. CFAI are quite fast with these so shouldn’t be any issues.

                  • Avatar of ArsenalFanArsenalFan
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                      • Undecided
                      05 Mar 2018 at 8:39 am
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                      Did they ask you to provide anything other than a copy of your passport and the form? what steps did they give you?

                      Thanks.

                    • Avatar of BittersweetBittersweet
                      Participant
                        • CFA Level 1
                        05 Mar 2018 at 8:47 am
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                        I had to submit a copy of my passport and fill a simple pfd document with previous and changed information.

                        This process must be done at least 3 weeks before the exam, so I suggest that you do it as soon as possible to avoid any problems.

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