CFA is a designation given to individuals who have completed the CFA (Chartered Financial Analysts) program with the necessary work experience requirement.
The certified professionals provide investment guidelines and portfolio management for individuals, businesses, and organizations.
With evolving technology, it’s now imperative for CFA professionals to showcase their skills, knowledge, and experience on professional websites.
Thankfully, the CFA Institute gives members digital badges to help them increase their hiring chances. Since LinkedIn is the largest professional platform, many seek to find out how to add CFA to LinkedIn.
To add CFA to LinkedIn, go to your profile and click the “Add profile section.” Next, select “Add licenses & certifications” under “Recommended.” Under “Name,” enter “Chartered Financial Analyst (CFA) Charterholder” and put “CFA Institute” under the “Issuing organization.” Insert your digital badge URL under “Credential URL,” and enter the date you received your charter. Finally, hit the “Save” button.
Besides this, displaying your CFA title in other sections on your LinkedIn profile may boost your chances of being quickly engaged by reputable companies and professionals.
Please read this guide to the end to learn about CFA and how to display it on your LinkedIn to establish your online professional presence.
What Is CFA?
CFA stands for Chartered Financial Analyst. It is a program organized by the CFA Institute for individuals who wish to learn about investment, the finance industry, and portfolio management.
The CFA is the highest certification for professionals in investment management.
That means they can work with individuals and organizations, such as insurance companies, pension funds, investment firms, banks, broker deals, and universities.
The CFA institute offers both academic and digital credentials to students. Suppose you want to boost your chances of getting hired by private individuals and established organizations.
In that case, marking your place professionally online can provide many opportunities for you. If you are wondering how to add CFA to LinkedIn, read the below steps.
Adding CFA to Linkedin
To add a CFA to your LinkedIn profile, follow these steps:
- Open LinkedIn on any device.
- Tap your profile icon at the top.
- Select “View Profile.”
- Click on “Add profile section” or “Add section,” depending on your device.
- Click on “Recommended.”
- Select “Add licenses & certifications.”
- Under “Name,” enter “Chartered Financial Analyst (CFA) Charterholder” if you have your charter certificate.
- For “Issuing organization,” put “CFA Institute.”
- Under “This certificate does not expire,” check the box if you satisfy the requirements to maintain your position. However, if membership lapses, you must indicate the date that your membership lapsed.
- Under “Issue Date,” select the date you received your charter.
- Leave the “Credential ID” box empty.
- Paste your digital badge website link into the field for “Certification URL.”
- Tap “Save” at the bottom.
Besides your CFA certificate, the CFA Institute gives digital badges to individuals who have completed the program. These badges make it easy for respected professionals and reputable companies to discover you quickly online.
Also, the digital badge enables you to engage and connect with fellow CFA professionals. For others to see your CFA digital badge, the best place to put it is in the “About” section of your LinkedIn profile.
How To Add Your Charterholder Digital Badge to the About Section of Your LinkedIn Profile?
To add your charterholder digital badge to the “About” section of your profile, follow these steps:
- Open LinkedIn on any device.
- Click on your profile icon at the top.
- Select “View Profile.”
- Click the “Add profile section” or “Add section” depending on your device.
- Click on “Recommended.”
- Select “Add featured.”
- Click the “+” button.
- Select “Add a link.”
- Paste your digital badge URL in the text box.
- Click “Save.”
How To Include Candidacy in Your LinkedIn Profile?
If you are still a candidate in the CFA Program, you may indicate that you have passed all levels of the CFA Exams under Test Score.
However, don’t state your candidacy in the heading of your profile. Also, don’t indicate an expected date. Here is how to state your candidacy in your LinkedIn profile:
- Open LinkedIn on any device.
- Click your “profile icon.”
- Select “View profile.”
- Tap “Add section” or “Add profile section” in your introduction section.
- Click on “Additional.”
- Select “Add test scores” from the list.
- Under “Title,” put “CFA Exam Level (I, II, or III).”
- Leave the field of “Associated With” empty.
- Under “Score,” put “Passed” if you want to indicate the level you have passed.
- Enter the date you passed the exam in the space for “Test date.”
- Under “Description,” indicate the level you have completed.
Suppose you have completed all CFA program levels but have yet to fulfill the required work experience.
In that case, you may state: “Passed all three levels of the CFA Program and may be awarded the charter after completing the required work experience.”
Conclusion
CFA designation is a program designed for individuals who want to learn about investment and the finance industries.
Graduates and candidates of the program can showcase their skills, knowledge, and experience in different sectors of any organization.
Your presence as a CFA online can open you to more professional opportunities. We hope our step-by-step guide helps you add CFA to your LinkedIn profile and develop professional and networking relationships.
