› pkrathi

pkrathi

Forum Replies Created

Viewing 1 post (of 1 total)
  • Author
    Posts
  • in reply to: 7 Must-Know Tips to Getting Your CFA Work Experience Approved (Plus a Bonus Tip!) #75181
    Avatar of pkrathipkrathi
    Participant
      31 May 2017 at 6:28 pm
      Up
      5
      ::

      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

    • Author
      Posts
    Viewing 1 post (of 1 total)