CFA CFA General Can I apply for CFA Charter: does my experience count?

Can I apply for CFA Charter: does my experience count?

Topic Resolution: Resolved
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    • Avatar of vr.cfa2020vr.cfa2020
        • CFA Level 3

        I am working as Finance Manager since last 4 years for a SGX listed company. My role includes

        • Financial planning & analysis – 40-50%
        • Investment evaluation – 10-20%
        • Controls and performance evaluation – 30-40%

        Before my current role, I worked in PwC Audit for 2 years and 1 year in World Bank as a research analyst. So total of 7 years of experience.

        Am I eligible to get a CFA Charter? (I have completed my CFA L3 exam in 2019).

        Zee Tan voted up
      • Up

        Hi @vr-cfa2020, it sounds like you should have no issues achieving CFA Institute’s work experience requirements, which is essentially:

        1. at least 4,000 hours of relevant work experience, completed in a minimum of 3 years. These can be accrued from any previous or current position, and do not have to be continuous.
        2. relevant work experience hours must be directly related to the investment decision-making process or producing a work product that informs or adds value to that process.
        3. work experience earned through full-time, part-time, or remote work arrangements — before, during, or after your participation in the CFA Program — can qualify.

        It all boils down to your description of the ‘investment-related’ work, which should involve:

        1. evaluating or applying financial, economic, and/or statistical data as part of the investment decision-making process; OR
        2. supervising those who do such analysis; OR
        3. teaching others on how to analyze and apply the data.

        Auditing/controls work should be less relevant here, but FP&A, research analyst and investment evaluation should be relevant.

        Hope these help to start, else check out our Work Experience guide for more details and examples to detail your relevant work experiences.

        Zee Tan voted up
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