CFA CFA Level 1 Slight difference between my passport name and my CFA ticket name…am i barred from the dec exam?

Slight difference between my passport name and my CFA ticket name…am i barred from the dec exam?

  • Author
    Posts
    • Avatar of tingwuwangtingwuwang
      Participant
        • CFA Level 2
        Up
        12
        ::

        hi guys,

         erm… so there’s a slight problem with my identification on my passport. on my passport my name tingwu is written as ‘ting wu’ (with the space in it), while i use tingwu almost everywhere for all identification purposes, the passport name retains the name from my birth certificate. would this be a problem that i wouldn’t be able to enter the examination center? if so, who/where can i get help from?

        thanks in advance!

      • Up
        4
        ::

        @tingwuwang‌ Email seems to work: http://www.cfainstitute.org/Forms/name_change.pdf

      • Avatar of tingwuwangtingwuwang
        Participant
          • CFA Level 2
          Up
          3
          ::

          @hairyfairy do i have to mail the form to the institute? since i’m in australia, it might take a while….

        • Avatar of joec19joec19
          Participant
            • CFA Level 1
            Up
            3
            ::

            my passport includes my middle name but my admission ticket does not…is it suggested to get this amended with CFAI ASAP?

          • Up
            3
            ::
            Do i need to have a passport for the exam.. other forms of identification won’t work?
            Got this article claiming otherwise.
            http://www.investopedia.com/professionals/faqs/cfa/300404_2.asp

            Hi @skybreaker_szeth‌ (and for the benefit of future readers)

            Investopedia articles can be several years old, so do be cautious on that front. Specifically on ID, CFA Institute changed the rules several years ago – they now only accept passports as acceptable forms of ID, as @tingwuwang‌ and @Stuj79‌ says.

          • Avatar of aylouis13aylouis13
            Participant
              • CFA Level 2
              Up
              2
              ::

              I sent in a name change form by email last week (the ol’ middle name conundrum) and it took less than 24 hours for them to come back to me with an amended ticket. So I’d definitely do it just to be safe!

            • Up
              2
              ::

              Do i need to have a passport for the exam.. other forms of identification won’t work?
              Got this article claiming otherwise.
              http://www.investopedia.com/professionals/faqs/cfa/300404_2.asp

            • Avatar of Stuj79Stuj79
              Participant
                • CFA Charterholder
                Up
                2
                ::

                You definitely, definitely need an international passport to sit for the exam…..100%

              • Up
                2
                ::

                ok @stuj79 thnx 🙂 

              • Avatar of hairyfairyhairyfairy
                Participant
                  • Undecided
                  Up
                  1
                  ::

                  It seems to be quite fast and easy to change your details, so I’d do that just to be safe!

                • Avatar of tingwuwangtingwuwang
                  Participant
                    • CFA Level 2
                    Up
                    1
                    ::

                    yep, only an international passport would be accepted during the exam. normal ID, drivers licenses, and whatnot are not acceptable.

                  • Avatar of tingwuwangtingwuwang
                    Participant
                      • CFA Level 2
                      Up
                      0
                      ::

                      they just emailed me back saying capitalization or spaces between names is fine, as long as the spelling is fine. nearly gave me a heart attack.

                    • Avatar of JamesMitchellJamesMitchell
                      Participant
                        • CAIA Level 2
                        Up
                        0
                        ::

                        It’s always best to double-check with the exam center, but generally, as long as your name is close enough and matches your identification photo, you should be fine. But still, you can reach out to the CFA institute or the exam center to clarify any doubts.

                      • Avatar of TrevorHarknessTrevorHarkness
                        Participant
                          • CAIA Level 2
                          Up
                          0
                          ::

                          Apologies for reviving this old thread, but I just want to give my two cents. Don’t worry too much about the slight difference between your passport name and the name on your CFA ticket. It’s understandable that there can be variations in names across different identification documents.

                      Viewing 13 reply threads
                      • You must be logged in to reply to this topic.