pkrathi

pkrathi

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    Hi,

    I have recently passed Level 3. Have experience of 40 months in Investment Banking as Lead Advisory (client advisory for M&A and Private Equity Raising) and 23 months for venture start up with a aim to develop and profitably divest. In these 23 months my role includes the following:
    Business start up’s strategic activities including feasibility study and execution planning; Advising new businesses on company formation and business structures, drafting policies, structuring, operational procedures; Evaluating acquisition opportunities; Strategic Consulting, including business plan & marketing and sales strategy development; Business development and associated activities.

    Need to ask: Whether I can include 23 months as a part of relevant experience as per CFA guidelines?

    Thanks

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