CFA CFA General Work experience guidance

Work experience guidance

  • This topic has 4 replies, 4 voices, and was last updated Dec-17 by Maverick.
  • Author
    Posts
    • chief1988
      Participant
      Up
      0
      Down

      Hi,

      As part of my bachelor degree, I spent a year working in an asset management company as a performance analyst.

      I understand that CFA institute does not recognise internships as relevant work experience, however this was not an internship, it was paid and lasted a full year. Does anyone know if this would count as work experience?

      Thanks

    • christine
      Participant
      Up
      5
      Down

      If it was full-time, and if you can present a good case that it contributes towards investment decisions, then it counts. 

      From what you’ve said so far, looks like it counts to me.
    • chief1988
      Participant
      Up
      3
      Down

      That’s great news christine. Thanks for the help…just to clarify, the work experience was part of the bachelor course. It was called an industry placement and it was compulsory to complete it in order to graduate. However, it was paid and full-time and I could argue that it contributed towards investment decisions.

    • Zee Tan
      Keymaster
      Up
      4
      Down
      chief1988 said:
      That’s great news christine. Thanks for the help…just to clarify, the work experience was part of the bachelor course. It was called an industry placement and it was compulsory to complete it in order to graduate. However, it was paid and full-time and I could argue that it contributed towards investment decisions.

      Yeah that sounds fine to me, even if it’s an industry placement.

    • Maverick
      Participant
      Up
      3
      Down

      @chief1988‌ The definition seems quite loose. Personally I’ve been working as a whole of market financial advisor for the past few years and was a corporate account manager for a couple of years before that. This seems to have been counted towards the work experience required by CFAI. As long as it involves being paid full-time, decision making and some form of financial exposure, the CFAI have been willing to accept it (in my case anyway, I cannot empirically say this is the case for all applicants).

Viewing 4 reply threads
  • You must be logged in to reply to this topic.