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JollyAtLife

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  • in reply to: 7 Must-Know Tips to Getting Your CFA Work Experience Approved (Plus a Bonus Tip!) #80185
    Avatar of JollyAtLifeJollyAtLife
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      13 Dec 2017 at 8:10 pm
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      I have a qualifier question. I have 15 years of business and corporate finance experience in the technology and defense sector and I am interested in taking the CFA Level 1 for several reasons. My question is this: how does the Institute treat the experience of those responsible for writing, analyzing, and conducting peer reviews of financial models and business cases outside of investment banking? ie comparing CF analysis to rank new R&D and strategic efforts? In addition, I currently have been responsible for reporting EVMS (earned value) on programs to our customers as well as supplying documentation for revenue and expense accruals. Will the CFA institute discriminate against this type of experience b/c it is outside the realm of investment banking? Thanks

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