- This topic has 4 replies, 4 voices, and was last updated Feb-185:43 am by
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Up1
Hey all!!
So m planning to write the Dec’15 level 1 exam and recently i have been approached for a job of opening pension plans accounts of people, which is a government scheme. My job will be to open monthly, quarterly or yearly accounts of people ill be provided with and also if i can find someone who wants to be a part of this scheme. So will this job be in any way relevant to the 4 years of work ex required?
@Sophie‌ @RoyD‌ @Stuj79‌ -
Up5
well yea that is what it is in simple terms.. after reaching a certain age people would get money every month as pension. Even i think i won’t be relevant.. but thought i should at least ask it, as it does involve a sort of investment, not really sure if it qualifies the definition of the work ex mentioned on CFA website.. which says 50% of the work must involve decision making process and i don’t think if i will be doing that.. ill just be providing advice at most.
@RoyD‌
Anyone else has any thoughts on it? -
Up4
In simple terms you’re selling insurance. According to me that isn’t really investment or financial work but I may be wrong because I don’t have much of an idea about what qualifies as job experience. Don’t take my word for it though.
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Up3
I would suggest that does not satisfy the requirements of “qualifying work experience”. You will be in effect selling an investment service, not actually contributing the investment analysis/decision making process. For the experience to qualify, you have to add value to the investment process itself.
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Up3
I have cleared CFA level 3 , and I have valid 4 years teaching experience as a FULL time instructor teaching CFA subjects at a private institute.
Still my work experience was rejected and reason listed was ‘more info needed’.
What should I write in order to have my work experience approved.
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