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

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

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

      By Christine Now, seriously, what on earth does CFA Institute mean by ‘relevant work experience’? In the whole CFA process , passing the 3 exams is the hardest part of the entire shebang. But if…

      Read the full story here

    • diceboy5000
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      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?

    • Yve
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      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.

    • artyeasel
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      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. 🙁

    • artyeasel
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      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.

    • Sam1234
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      Does selling Investment and Insurance plans being considered as relevant work experience

    • dhruvinkadakia
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      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 ?

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