work experience for getting cfa charter

CFA General
#1

I have 3.5 year investment related work experience and is less of half year experience to complete the 4 year requirement. now I started a firm in wealth planning, taxation, etc. Does this type of experience count toward related work experience for cfa charter application? I may or may not have wealth planning client immediately but will involve in taking relevant training, research etc.

any input, thank you!

#2

The job does. Not sure about training. I suppose of its experienntial training you will be working in the investment decision making process… All of my financial planning time was accepted.

#3

Thank you so much for the information. Do I need to get reference for the taxation, wealth planning job, I mean the business I run? I am the only person in the business. Or does it make sense to add my spouse to the business so that he can write a reference for me? Thanks again!

#4

If you don’t have a good reference, call your local society. They may provide a reference for you after an interview.

#5

Hello everyone

I wanted to gather some more info as i am preparing my write up for the WE requirements as part of membership process.

  1. i have worked in 3 different firms (Deal Advisory/M&A) in big 4 companies and wanted to know whether i need to have one sponsor from every employer, or is it OK to have from say only 2 out of 3?

  2. Given that the nature of my work across these 3 firms are nearly similar (although i climbed up the ladder, so from Junior Consultant to Manager along the years), do i need to repeat the work done under 3 different headers (for 3 different employers) or i can sort of prepare a condensed list per type of services (e.g. transactional valuations, financial due diligences, lead advisory, Mergers and Acquisitions (M&A), etc?

  3. Do i need to state that i spend at least 50% of my time in preparing work products which will be used (in my case by Boards, investment committees) for finalising their acquisitions (mainly unquoted shares) since this is the only thing i do - i.e. i spend 100% of my time doing this work.

Many thanks for the help, in advance.

Cheers!

#6

You’ve been spamming a bunch of threads with this question. Honestly, just stick with your original post; it will eventually get answered, I lent my two cents as well.