I´m planing to apply for regular membership within the next days and I´m not sure if my work experience fullfill the requirements of CFAI. I´m working as an regulatory risk manager of an insurance company and I´m not directly involved in the investment management process. Does anybody work in a similar position and got his work experience approved?
And does anybody know if it´s necessary that all questions of the sponsor form must be answered with “yes”? Because I would probably answer the questions 2, 6, 7 and 8 with " no":
(2) The applicant´s primary duties have direct application to investment valuation/ portfolio management process?
(6) Does the applicant construct and rebalance portfolios of assets?
(7) Does the applicant value and recommend assets?
(8) Does the applicant spent at least 50% of his engaging in the above activities?