When QR reviews assets, products are checked in their final form for the following:
- Brand and design consistency
- Colors, logos, and fonts are used appropriately.
- Layout and formatting issues
- Information is presented clearly; images aren’t cut off; characters, equations, and diacritics aren’t blown out; bullets are formatted correctly; elements aren’t crashing into each other; serial products are consistent with past editions.
- Usefulness and usability
- Links navigate to correct destinations; information is presented logically; dates and locations of events are accurate.
- Appropriate use of CFA Institute trademarks and designations
- Apply registered trademark (®) and trademark (TM) symbols as necessary (typically on the first use of the term); check spelling of names; check charterholder status.
- Copyright and permission concerns
- Check that permission has been secured for photos and images. Include copyright line somewhere on the asset: © 2018 CFA Institute. All rights reserved.
Please consult some sample QR checklists here.
Please consult our list of trademarked terms here.
Common issues in QR:
- Please use the term “countries” accurately. If, for example, a list of locations includes Hong Kong or Taiwan, use the phrase “countries and regions” or simply “locations” or “markets.” Please see more about location names here.
- Please note the uses of the hyphen, en dash, em dash.
- GIPS, GIPS standards, and Standards are correct; GIPS Standards is not.
- Italicize book and journal titles.
- Place titles of articles in quotes.
- Put dates in international style (e.g., 29 January 2018).
- Verify designations in Siebel.