› CFA › CFA Level 1 › Problem with name in CFAI account

Problem with name in CFAI account

Add A Reply
Login
  • Author
    Posts
    • Avatar of ArsenalFanArsenalFan
      Participant
        • Undecided
        03 Mar 2018 at 4:56 am
        Up
        0
        Down
        ::

        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 hairyfairyhairyfairy
        Participant
          • Undecided
          03 Mar 2018 at 10:08 am
          Up
          1
          Down
          ::

          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
          Participant
            • Undecided
            03 Mar 2018 at 8:01 pm
            Up
            4
            Down
            ::

            Thank you for the help :). Would scanning both docs and emailing be enough?

          • Avatar of BittersweetBittersweet
            Participant
              • CFA Level 1
              05 Mar 2018 at 6:35 am
              Up
              2
              Down
              ::

              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 8:39 am
                Up
                0
                Down
                ::

                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
                  Up
                  0
                  Down
                  ::

                  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.

                • Avatar of ArsenalFanArsenalFan
                  Participant
                    • Undecided
                    05 Mar 2018 at 8:57 am
                    Up
                    2
                    Down
                    ::

                    Is it ok if I fill out the form by hand?

                  • Avatar of BittersweetBittersweet
                    Participant
                      • CFA Level 1
                      05 Mar 2018 at 9:21 am
                      Up
                      3
                      Down
                      ::

                      Not really

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

                    • Avatar of ArsenalFanArsenalFan
                      Participant
                        • Undecided
                        02 Apr 2018 at 8:45 pm
                        Up
                        2
                        Down
                        ::

                        Thanks so much for the help guys. Issue has been resolved.

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