When can a CFA member use their credentials in promotional materials without issue?

A CFA member may use their credentials in promotional materials when they still maintain their credentials. This is because the use of the CFA designation is strictly regulated by the CFA Institute, which stipulates that only active members in good standing who have met all requirements can represent their credentials. Maintaining membership implies that the individual has fulfilled all ongoing professional obligations, allowing them to appropriately highlight their qualifications in marketing materials. If they have let their membership lapse, they cannot claim the credentials, reinforcing the integrity of the designation and the profession.