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ace145

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I'm currently an equity sales trader at a large financial firm. I'm considering going for the CFA. However, I'm concerned about the work experience that is needed in order to get the CFA designation. I don't make stock recommendations and I don't do the research myself. I collect it, pass it on to my customers and explain it to them. I was thinking of going for the CFA to better myself and to understand these reports better. Does anyone think this will constitute the work experience requirement that they are looking for? I've called AIMR directly and they won't give me an answer. I'd hate to kill myself taking these tests, spend all that money, and then not qualify for the designation. Any thoughts or opinions would be appreciated. Thanks
 
From what I remember, and you can confirm this with AIMR, you have to meet the work experience requirement only after passing the entire CFA program- three levels. This will take at least 18 months.
 
I know. I'm only wondering after I pass the 3 levels, will my work experience be accepted.
 
That's not true, the following is taken from the CFAI / AIMR website:

"This experience may be accrued while the candidate is in the CFA Program, after the candidate has passed all three levels of examinations, or from previous positions. Acceptable work experience includes activities that consist to a significant extent of collecting, evaluating, or applying financial, economic, or statistical data (as appropriate) as part of the investment decision-making process; or supervising, directly or indirectly, those who practice such activities; or the teaching of such activities. The investment decision-making process is the professional practice of financial analysis, investment management, securities analysis, or other similar activities."
 
What I wrote is not true? Why did you just post this message?

"This experience may be accrued while the candidate is in the CFA
Program, after the candidate has passed all three levels of examinations"

You are contradicting yourself. I am just referring to when a candidate can obtain work experience- not what type of experience.



Post Edited (Thursday, July 1 @ 5:46 pm)
 
jjrr007,

You wrote this statement:

"...you have to meet the work experience requirement only after passing the entire CFA program- three levels..."

According to the CFAI website, what you wrote is not true:

"This experience may be accrued while the candidate is in the CFA Program, after the candidate has passed all three levels of examinations, or from previous positions."

What that means is that work the candidate is doing while in the program or work that they did prior to participating in the CFA program counts towards meeting the work requirement.

In addition, since ace145 was asking more about the type of job experience rather than when it is accrued, I included the rest of the quote from CFAI since I thought it might be helpful to ace145. But, in fact, what you wrote is false.
 
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