What type of work experience can count towards the work experience required in order to obtain the CFA charter?

By Shauna Carther AAA
A:

CFA Institute provides a list of job titles that qualify for the work experience an individual must gain to be awarded with the CFA charter; click here for the list. However, be warned that a job title alone is not sufficient.

You must have spent at least 40% of your time utilizing financial data or supervising or teaching those who utilize financial data--for financial analysis, investment management, or other typical financial decision-making processes.

Additionally, your employment with the stated job title must have been full-time; accrued employment from summer, internship and part-time positions do not qualify.



RELATED FAQS

  1. What's the difference between a financial advisor and a financial planner?

    Seeking professional advice from a financial advisor may involve asking for financial help from a certified financial planner, ...
  2. Who is eligible to take out federal student loans?

    Fill out the Free Application for Federal Student Aid every year to determine eligibility for federal aid, including student ...
  3. What are some examples of how I could use my IRA savings for college?

    Use your traditional IRA for qualified college expenses for you or your family. The retirement funds can be used for books, ...
  4. Do real estate agents need a degree?

    Earning a degree is required by many real estate brokerages, as well as by some state's real estate boards. Getting a degree ...
RELATED TERMS
  1. Credit Business Fellow - CBF

    A designation for achievers who have proven knowledge in intermediate ...
  2. Credit Business Associate - CBA

    A designation awarded to those who show mastery in financial ...
  3. Series 79

    A examination to ensure a candidate is qualified to become a ...
  4. Leadership

    The ability of a company's management to make sound decisions ...
  5. Series 34

    An exam required for individuals seeking to engage in off-exchange ...
  6. Certified Fraud Examiner - CFE

    A professional certification available to fraud examiners. The ...

You May Also Like

Related Articles
  1. Retirement

    Become A Certified Financial Divorce ...

  2. Personal Finance

    Top 6 Ways To Recession-Proof Your Job

  3. Professionals

    Accredited Financial Counselor: An Introduction

  4. Personal Finance

    How To Improve Your Leadership Skills

  5. Professionals

    Introduction To The CAIA Designation

Trading Center