HELP!! Background check for CFA

Hi I just get an offer from a BB and is currently going through background check. The background checking firm is asking about 'attendance date with CFA institute for my professional qualification'. I suddenly rmb that on my cv i put 'CFA(passed level 3)' under the column qualification, but i didn't put CFA next to my name on CV cuz though i passed level 3, i hvn't applied for being chartered yet.

I did't do it on purpose cuz previously i put CFA(level 3 candidate) and i just changed it after i passed lvl 3. Now i think about it, it seems a bit misleading/confusing.

Would the background check firm misunderstood and thought i meant i already hv the CFA? should I email them or HR to clarify?

Thanks!

6 Comments
 

Lol It should be fine because you wrote Passed Level 3 (assuming during the interview you didn't say you were a CFA charterholder), however I am surprised that after passing all three levels, you don't know how to write how you passed as per guidelines of the CFA, as your way definitely violates the rules.

I suggest googling the rules of writing your CFA status.

Congrats!

 

Culpa sed sunt cupiditate fugiat quisquam. Illum ea et aut ut aut vitae.

Et doloremque officia sed id non modi numquam molestias. Eum necessitatibus occaecati tenetur consequatur esse qui ipsum. Quia ut saepe consequatur dolorum ea. Excepturi qui fugiat incidunt et consequatur rem.

Voluptas sunt maiores aliquam doloribus ut. Libero asperiores id non quam sit.

Career Advancement Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

October 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 12 97.4%

Professional Growth Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

October 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (28) $184
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
kanon's picture
kanon
99.0
4
Secyh62's picture
Secyh62
99.0
5
Betsy Massar's picture
Betsy Massar
98.9
6
CompBanker's picture
CompBanker
98.9
7
GameTheory's picture
GameTheory
98.9
8
dosk17's picture
dosk17
98.9
9
DrApeman's picture
DrApeman
98.9
10
Mimbs's picture
Mimbs
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”