Passed Level III last year, never applied for Charter

[mat tye]

I passed Level III in 2014, have all the relevant work experience, but have not yet applied for the charter. My (small) company will not pay for the annual dues or other society memberships so I’ve just not applied. The charter will not help me at my current job, but I pursued it anyways just in case things didn’t work out here. Is anyone aware of a scenario in which waiting too long to apply for the charter will keep me from getting approved? Thanks!

 

[S2000magician]

You should e-mail CFA Institute and ask them.

 

[higgmond]

As usual, S2000’s advice is sound.

 

[kuromusha]

higgmond wrote:
As usual, S2000’s advice is sound.

Lol.
It’s easier, more efficient, and more direct and less scary posting here than dealing with CFAI directly.
THe institute are most likely to give out copy and paste answers that usually does not address the questions.

 

[S2000magician]

kuromusha wrote:

higgmond wrote:As usual, S2000’s advice is sound.

Lol.
It’s easier …

Probably.

kuromusha wrote:… more efficient …

Probably not. (Most people here won’t have had experience with this specific question.)

kuromusha wrote:… more direct …

Not remotely.

kuromusha wrote:… and less scary posting here than dealing with CFAI directly.

Only for the incredibly timid; CFA Institute isn’t at all scary.

kuromusha wrote:THe institute are most likely to give out copy and paste answers that usually does not address the questions.

Spoken like someone who hasn’t a clue about e-mailing CFA Institute.
I’ve done it numerous times; they’re always been quick to reply and on point.
It’s probably better if you confine your advice to areas in which you actually have some knowledge.

 

[higgmond]

One potentially complicating factor, that I’m sure CFAI can clarify for you, is the need for your references to attest to your work experience. If you wait several years to apply, will your references actually be able to verify your work experience?

 

[mat tye]

References are definitely a concern for me. My colleagues were not happy in my decision to pursue the CFA, as they thought it would encourage me to to leave, so asking them to verify my work may require a little ‘buttering up’.
I reached out to the CFAI yesterday, so will certainly share with all the feedback. Thanks!

 

[infinitybenzo]

kuromusha wrote:

higgmond wrote:
As usual, S2000’s advice is sound.

Lol.
It’s easier, more efficient, and more direct and less scary posting here than dealing with CFAI directly.
THe institute are most likely to give out copy and paste answers that usually does not address the questions.

Have you ever emailed CFAI? They are very quick (efficient), direct (easier) and professional (scary?). They will answer your question tailored to your specific question.

 

[mat tye]

Yes, I emailed them yesterday afternoon on S2000’s recommendation. Once they respond I’ll share with all. Thanks!

 

[Palantir]

Annual dues aren’t that much, and you don’t have to pay society dues etc….just pay up yo.

 

[higgmond]

Palantir wrote:
Annual dues aren’t that much, and you don’t have to pay society dues etc….just pay up yo.

You do have to pay local society dues the first year, as you must be a member of a local society to actually become a charterholder. The local can be dropped after that.

 

[infinitybenzo]

I dropped NYSSA this year. Bye Bye NYSSA although Nathan is super cool

 

[itera]

higgmond wrote:

Palantir wrote:
Annual dues aren’t that much, and you don’t have to pay society dues etc….just pay up yo.

You do have to pay local society dues the first year, as you must be a member of a local society to actually become a charterholder. The local can be dropped after that.

correct

 

[Palantir]

higgmond wrote:

Palantir wrote:
Annual dues aren’t that much, and you don’t have to pay society dues etc….just pay up yo.

You do have to pay local society dues the first year, as you must be a member of a local society to actually become a charterholder. The local can be dropped after that.

Not true. You do not have to be a local society member. You only need to apply.

 

[Ghibli]

S2000magician wrote:
It’s probably better if you confine your advice to areas in which you actually have some knowledge.

Not following this advice is prevalent in all walks of life, this board being no exception. I believe it might be a disorder of some kind, like a twitch.