CFA Survey

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Amby

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Did any of you guys recieve 2 emails from CFA the same day.
1. One about an email about grading process. They are asking us to fill out the application
2. About Survey.
Regards
 
They are advising you to fill out the membership application ahead of receiving your results. So the time between when you get the results and the charter is shortened. Received the one on the grading process.
 
May sound stupid, but applying for membership means paying the $275 now? What hapens if I fail?
 
here is my question:
so if you work in the back-office and your many years of work does not qualify for the required at least 48 months of experience in investment decision making that meets CFA work experience guidelines you are bust?
So all a back-office guy after 3-5 yrs or pain and suffering for studying is a lousy “CFA Level 3 passed” and not the charter and the “my name, CFA”?
 
xk wrote:
here is my question:
so if you work in the back-office and your many years of work does not qualify for the required at least 48 months of experience in investment decision making that meets CFA work experience guidelines you are bust?
So all a back-office guy after 3-5 yrs or pain and suffering for studying is a lousy “CFA Level 3 passed” and not the charter and the “my name, CFA”?
Click to expand...
Yup, pretty much….although I’m sure most people are aware of this by the time they sit for Level 1 - if not then they havn’t been paying enough attention.
 
xk wrote:
here is my question:
so if you work in the back-office and your many years of work does not qualify for the required at least 48 months of experience in investment decision making that meets CFA work experience guidelines you are bust?
So all a back-office guy after 3-5 yrs or pain and suffering for studying is a lousy “CFA Level 3 passed” and not the charter and the “my name, CFA”?
Click to expand...
It depends what your role is in the back office. Back office is a vague term applied to any operations role. If you work in ops at a PE/Hedge Fund many of your responsibilities would add value to the investment process, which should qualify.
 
In the e-mail I got it mentioned that the institute encourages all candidates to apply as soon as the results are out.
So….not until August I guess!
 
xk wrote:
here is my question:
so if you work in the back-office and your many years of work does not qualify for the required at least 48 months of experience in investment decision making that meets CFA work experience guidelines you are bust?
So all a back-office guy after 3-5 yrs or pain and suffering for studying is a lousy “CFA Level 3 passed” and not the charter and the “my name, CFA”?
Click to expand...
Weird, how come my auditor friends still got their CFA designation? I’m pretty sure they don’t make any investment decisions …
 
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