canadaeh12345
New member
- Jun 18, 2026
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I work as an associate in portfolio management, where i am directly involved in security analysis and portfolio maintenance. I began working here two years ago, and since then I have written level II twice, with a fail in 2015 and a pass in 2016. I am looking to register for level III this month however my work is giving me a hard time about reimbursing me for my level II pass.
Being in Canada, there are two routes that allow for discretionary money management: CIM and CFA. My employer says they will only cover CIM fees as it is the default option in the business. I honestly don’t know how to react, as the exam fees are almost identical. In the meantime, I have chosen to pursue the CFA charter, completing level II at age 26. As I am only an associate, their immediate response was that it is not required for my job title. At this point, they are not reimbursing me due to my associate job level and due to the charter I chose to pursue.
What I am doing now counts towards my 4 years of experience!
I used to work as a retail trader in the self-managed brokerage business, so when I passed Level I, I didn’t even ask to get it covered. However, now that I am working for an established book at a big chartered bank, I am stumped for what to do….
Thoughts?
Thanks!
-girl in wealth management
Being in Canada, there are two routes that allow for discretionary money management: CIM and CFA. My employer says they will only cover CIM fees as it is the default option in the business. I honestly don’t know how to react, as the exam fees are almost identical. In the meantime, I have chosen to pursue the CFA charter, completing level II at age 26. As I am only an associate, their immediate response was that it is not required for my job title. At this point, they are not reimbursing me due to my associate job level and due to the charter I chose to pursue.
What I am doing now counts towards my 4 years of experience!
I used to work as a retail trader in the self-managed brokerage business, so when I passed Level I, I didn’t even ask to get it covered. However, now that I am working for an established book at a big chartered bank, I am stumped for what to do….
Thoughts?
Thanks!
-girl in wealth management
