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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    • Avatar of Zee TanZee Tan
      Keymaster
        • CFA Charterholder
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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…

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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. 🙁

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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?

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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.

      • Avatar of dhruvinkadakiadhruvinkadakia
        Participant
          • CFA Level 2
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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 ?

        • Avatar of YveYve
          Participant
            • CFA Level 2
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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.

          • Avatar of Sam1234Sam1234
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              • Undecided
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              Does selling Investment and Insurance plans being considered as relevant work experience

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