CFA CFA Level 1 Problem with name in CFAI account

Problem with name in CFAI account

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  • ArsenalFan
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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.

    hairyfairy
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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.

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

    Bittersweet
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    I had the same problem. Just contact the CFAI and they will provide you with step by step procedure

    ArsenalFan
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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.

    Bittersweet
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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.

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

    Bittersweet
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    Not really

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

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

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