How to Get Your Work Experience and References Approved for Your CFA Charter

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• diceboy5000 Posts: 3 Associate

  August 2016

  So if I passed level 3 but don't have the 4 years of relevant experience, am I supposed to just sit around until I have 4 years? Or do I need to start applying and then wait to be approved?

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• Yve SingaporePosts: 1 Associate

  August 2016

  Is it possible that someone who passed all 3 levels of the CFA exams not get approved for the charter, simply because he/she only has 4 years' working experience in a middle office/operational (back office) role in the financial industry? As in, not a role directly involved in the decision making process.

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• artyeasel Posts: 146 Jr Portfolio Manager

  August 2016

  diceboy5000 said:

  So if I passed level 3 but don't have the 4 years of relevant experience, am I supposed to just sit around until I have 4 years? Or do I need to start applying and then wait to be approved?

  Unfortunately you can't get the CFA charter until you get 4 years of relevant work experience - I think you can join as an associate member but can't really call yourself "Dice Boy, CFA" until you are fully approved.

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• artyeasel Posts: 146 Jr Portfolio Manager

  August 2016

  Yve said:

  Is it possible that someone who passed all 3 levels of the CFA exams not get approved for the charter, simply because he/she only has 4 years' working experience in a middle office/operational (back office) role in the financial industry? As in, not a role directly involved in the decision making process.

  I think this depends on how you've written it in your application. I got one year of back-office experience approved so no problems for me there.

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• Sam1234 IndiaPosts: 1 Associate

  January 2017

  Does selling Investment and Insurance plans being considered as relevant work experience

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• dhruvinkadakia mumbaiPosts: 1 Associate

  August 2017

  sir i am working as a CA working as a relationship manager in commercial banking business .handling high end clients with turnover over 400 crore. i carry out revenue generation , credit appraisal , relationship management. does it qualify for 4 years work experience ?

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