Federal Register #2026-20311

SEC Requests Comment on CFA Charterholders’ Accredited Investor Eligibility

The Securities and Exchange Commission is seeking public comment on a proposed accredited-investor designation for CFA charterholders. - Government agency: U.S. Securities and Exchange Commission (SEC); no sub-agency or office is identified. - What is being considered: Whether individuals holding a Chartered Financial Analyst (CFA) charter in good standing should qualify as natural persons with accredited investor status under Regulation D. - Organization mentioned: CFA Institute, identified as an advocate for recognizing the CFA charter for this purpose; it is not identified as a vendor or OEM. - Procurement scope: This is a regulatory notice, not a procurement opportunity. No products, services, quantities, or part numbers are requested.

Description

The Securities and Exchange Commission is considering whether to issue an order designating individuals holding a Chartered Financial Analyst (CFA) charter in good standing as qualifying natural persons for accredited investor status. The notice requests public comment on this potential designation. Comments should be received on or before December 4, 2026.

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