|
Four years of acceptable professional work experience are required before
the CFA charter can be awarded. 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
Professional Work Experience as it relates to applicants seeking to become
Charterholder Members, or Regular Members, includes activities that
consist to a majority extent of: (i) evaluating or applying financial,
economic and/or statistical data as part of the investment decision-making
process involving securities or similar investments, which includes, but
is not limited to, publicly traded and privately placed stocks, bonds and
mortgages and their derivatives; commodity-based derivatives and mutual
funds; and other investment assets, such as real estate and commodities,
if these other investment assets are held as part of a diversified,
securities-oriented investment portfolio; or
(ii) supervising, directly or indirectly, persons who practice such
activities; or
(iii) teaching such activities.
CFA CANDIDATES ARE REQUIRED TO SPEND 50 PERCENT OR MORE OF THEIR TIME
IN THESE ACTIVITIES TO ACCRUE THE REQUIRED PROFESSIONAL WORK EXPERIENCE.
Summer, part-time, and internship positions do not qualify. The following
job titles are provided as a guide only. Job titles alone cannot convey
the true nature of the underlying job duties. Therefore, to assess
professional work experience, evaluate the nature of your job activity, as
described previously, rather than merely the job title.
1. Client Service Representative or Relationship Manager
2. Compliance Analyst/Officer
3. Investment Consultant
4. Corporate Chief Financial Officer
5. Corporate Finance Analyst
6. Investment Banking Analyst
7. Derivatives Analyst
8. Economist
9. Institutional Sales Professional/Business Development(Buy & Sell Side)
10. Investment Strategist
11. Portfolio Manager
12. Private Client Investment Advisor
13. Professor/Instructor
14. Quantitative Investment or Risk Analyst
15. Real Estate Investment Manager
16. Regulator/Supervisor of Investment Firm
17. Security/Investment Analyst
18. Securities Trader
19. Valuator of Closely Held Business
20. Venture Capital Analyst
|
