who can be my referees for applying memebership

[jesswong]

my boss can be one of the referees, i dont know who can also be my referees, I need total 3 referees right?

 

[CFAbeatmeup]

Do you mean references? If so, you need only two if one is a charterholder. If none are you need three and they do prefer supervisors.
https://www.cfainstitute.org/community/membership/process/Pages/professi...

 

[hashtag]

#PersonalFoul

 

[jesswong]

CFAbeatmeup wrote:
Do you mean references? If so, you need only two if one is a charterholder. If none are you need three and they do prefer supervisors.
https://www.cfainstitute.org/community/membership/process/Pages/professi...

can the referees be one of my friends ( charter holder) who are not related to my work ?

 

[love_lords]

Can anyone please let me know whether financial planning/budgeting/expense management could qualify as work experience required to apply for membership?
Request hashtag or s2000magician to please comment on it

 

[Mission 2013-16]

Is it for a financial services/investment management business? If yes, its very likely. I had a role similar to that for one of the Investment banks and it was approved.

 

[Flashback]

Try with clients for example or someone from regulatory agency. If this person is also CFA Charter holder, it might be a goal.