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Becoming member before passing exams

So let’s say I become a member where they approve my work experience and references. And I continue renewing my membership for the next 3 years and then pass all 3 levels, do I get the CFA charter, or do I have to redo the work experience and references after I pass level 3?


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Financial Planner
BBA (Finance & International Business) 1998,
MBA (With a Global Perspective) 2011,
ChFC 2018, Completed CLU program 11/30/18
Owns an Independent RIA/Insurance Agency
Series 65, Life, Annuities, Health (Expired 6,63)

I’m a bit confused with your post. Is your question that do you have to complete 4 years of working experience after you pass lvl3?

It ain't what you don't know that gets you in trouble. It's what you know for sure that just ain't so.