CFA CFA General Is Your Work Experience CFA-Relevant? Here’s How To Check

Is Your Work Experience CFA-Relevant? Here’s How To Check

  • This topic has 10 replies, 6 voices, and was last updated Jun-17 by raguiar.
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    • Zee Tan
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      Is Your Work Experience CFA-Relevant? Here’s How To Check

      When I was taking the CFA exams, work experience was something I didn’t worry about. I didn’t have to. The senior people at my firm were CFA charterholders, so the experience I was accumulating there…

      Read the full story here

    • raguiar
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      Did the Revenue Management Analyst who sent the initial comment obtain any more information or confirmation thereafter? Thanks!

    • AdequateRyan
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      Is there a time line for when the work experience has to be completed after finishing level 3?

      The reason I ask is I passed level 1 and 2 while living in a country where my visa did not allow me to work. So, I very well may end up passing level 3 and still be 4 years away from having the relevant work experience.

    • christine
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      @raguiar which initial comment are you referring to?


      @adequateryan
      there is no timeline or time limit for this – you just have to total 4 years. 🙂

    • raguiar
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      the comment “I assume my work experience will be borderline. My job title is Revenue Management Analyst, and my work certainly deals with the financial side of a company – specifically revenue analysis, maximization, and decision making – but saying my job regularly involves “securities or similar investments” is a stretch at best”. I find myself in a similar role and was wondering how or if this work translated.

    • Zee Tan
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      @raguiar this should be fine for work experience requirements. What level are you at at the moment?

    • raguiar
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      Hi Zee, I already passed all 3 and while filling out my application, I wasn’t sure how to present my duties within Asset Management Corporate Finance. I’m not sure if I just didn’t lay out my responsibilities in the proper format or if my work experience simply isn’t what they’re looking for but CFAI sent me a note mentioning work experience descriptions do not include enough information on position, daily duties and role to make a decision.

    • jess_1220
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      Hi, actually I wanted an advice. I just passed level 3 exams in 2013. However, I’m a bit confused about the relevant working experience. I have been working for 3 years only and would therefore consider applying for the membership only next year; but I’m not too sure whether my present work would count as relevant experience.. I just wanted to know whether after 4 years of experience in my current job, same will be relevant. I am presently working as credit analyst in a commercial banking institution which consists of the credit appraisal of debt financing of businesses (including existing businesses and project financing) through financial analysis/ cash flow analysis, collateral analysis and repayment capacity of the borrowers. Thanks in advance

    • Sophie Macon
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      Hello @jess_1220, your experience sounds very relevant to me! So it seems like you have to wait till next year to apply, and have a sponsor to refer you as well (usually your direct boss or colleague).

    • jess_1220
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      Thanks Sophie.

    • raguiar
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      Special thanks to @Zee for the feedback! My work experience was approved in terms of the work I do within corporate finance.

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