› Careers › Will this work ex be relevant?

Will this work ex be relevant?

Reply
Login
  • This topic has 4 replies, 4 voices, and was last updated Feb-18 by koustubh.
  • Author
    Posts
    • skybreaker_szeth
      Participant
      Forum Level 1 Summer Associate
      09 Feb 2018 at 3:23 am
      Up
      0
      Down

      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 

    • RoyD
      Participant
      Forum Level 1 Summer Associate
      09 Feb 2018 at 5:35 am
      Up
      4
      Down

      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.

    • skybreaker_szeth
      Participant
      Forum Level 1 Summer Associate
      09 Feb 2018 at 6:07 am
      Up
      5
      Down

      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?

    • Stuj79
      Participant
      Forum Level 2 Associate
      13 Feb 2018 at 11:34 am
      Up
      3
      Down

      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.

    • koustubh
      Participant
      Forum Level 1 Summer Associate
      14 Feb 2018 at 5:43 am
      Up
      3
      Down

      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.

  • Author
    Posts
Viewing 4 reply threads
  • You must be logged in to reply to this topic.