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

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

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

skybreaker_szeth said:

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.

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!

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

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

ok @stuj79 thnx 🙂 

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

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.

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.