Frequently Asked Question

February 26 2009  |  Filed Under » ,

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

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.
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by

Shauna Carther

Shauna Carther
Shauna Carther is the vice president of content at Investopedia.com. In 2007, she appeared as a guest on Moneytrack, a Public Broadcasting Service program devoted to helping consumers learn to invest and take control of their finances.
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