How to Get Your Work Experience and References Approved for Your CFA Charter

So if I passed level 3 but don’t have the 4 years of relevant experience, am I supposed to just sit around until I have 4 years? Or do I need to start applying and then wait to be approved?

Is it possible that someone who passed all 3 levels of the CFA exams not get approved for the charter, simply because he/she only has 4 years’ working experience in a middle office/operational (back office) role in the financial industry? As in, not a role directly involved in the decision making process.

diceboy5000 said:

So if I passed level 3 but don’t have the 4 years of relevant experience, am I supposed to just sit around until I have 4 years? Or do I need to start applying and then wait to be approved?

Unfortunately you can’t get the CFA charter until you get 4 years of relevant work experience – I think you can join as an associate member but can’t really call yourself “Dice Boy, CFA” until you are fully approved. 🙁

Yve said:

Is it possible that someone who passed all 3 levels of the CFA exams not get approved for the charter, simply because he/she only has 4 years’ working experience in a middle office/operational (back office) role in the financial industry? As in, not a role directly involved in the decision making process.

I think this depends on how you’ve written it in your application. I got one year of back-office experience approved so no problems for me there.

Does selling Investment and Insurance plans being considered as relevant work experience

sir i am working as a CA working as a relationship manager in commercial banking business .handling high end clients with turnover over 400 crore. i carry out revenue generation , credit appraisal , relationship management. does it qualify for 4 years work experience ?