Sign up  |  Log in

How long does Charter application take?

YoungMan24 wrote:

VWJETTY wrote:

how long does these job descriptions have to be? 

There’s an example on the cfa website. It’s a couple sentences I think. I just sent emails to my supervisor and colleague so hopefully get approved sometime next week

 

thanks thats exactly what i did. 

Big Dreams Require Big Sacrifices - VWJETTY

Available Live or Online, our classes are taught by CFA® charterholders that have a history of helping candidates pass. Take your studies seriously with a live class from Schweser.

how long does the application take to fill out (not approved)? an hour or two?

get down with OPP

rexthedog wrote:

Just submitted my application yesterday with my work experience and colleague references.

How long does it typically take for them to approve this?

Once this is approved and my dues are paid, can I use the letters? 

Finally, once the above is done, does the Institute automatically send your Charter in the mail or do you need to specifically request it?

Thanks 

Rex: Have you paid your dues? or is it only need to be paid next year?

Band is 10 is ridiculously SUCKS ( No More- I am DONE)

I’ve submitted application for 48 hours and still in work experience review status..

Submitted my application to CFAI and local society last Wednesday. Emailed local society on Thursday to see when their next meeting to approve new members would be. Got a response that the local society had already approved my membership earlier that day, however my work experience had not yet been approved by CFAI. My application status still says “Under Review - Society”. 

Based on CFA website, it looks like the application is sent to local society after being approved by CFAI. Perhaps I got bad info from local society?

submitted end of august, still waiting….

longshot wrote:

Submitted my application to CFAI and local society last Wednesday. Emailed local society on Thursday to see when their next meeting to approve new members would be. Got a response that the local society had already approved my membership earlier that day, however my work experience had not yet been approved by CFAI. My application status still says “Under Review - Society”. 

Based on CFA website, it looks like the application is sent to local society after being approved by CFAI. Perhaps I got bad info from local society?

I’m in the same boat. Got an email from the Baltimore society congratulating me on the right to use the CFA designation but CFAI website still shows under society review….

still waiting on references :) 

Big Dreams Require Big Sacrifices - VWJETTY

So, once references completed and full application sent to review, could it be done in a few days? wink

CFA, CAIA

If you view your membership application does it have two categories one for the CFA and one for the local society? 

Mine has 2 and the one for the CFA has my total months of experience but the one for the local society says 0 months. Both categories still under review. Anyone knows if that’s normal or did I do something wrong?

Mine is the same. I think it’s normal.

Same here.  Just submitted today.

Submitted last Saturday. Still waiting.

rexthedog wrote:

For me my resume is not important, I am settled in my role. I want to be able to use the CFA letters on my signature nad business cards. Can only do this if I am registered member.

I applied, and used 3 references from my work place with 77 months work experience.

Took a couple days to come through, got membership acceptance today.

Annual dues are 275 bucks and a one off 165 bucks for admission to CFA London. 

I’ll take a quick look down the directory, if my name says CFA next to it, I am officially a charterholder, otherwise just a guy who passed the levels :) 

When you were applying did the “Submitted Work Experience Months” for the CFA London chapter display as a zero?  I have submitted 62 months of experience to the CFA Institute and am waiting on approval but for my local chapter it says I have submitted 0 months and there is no way to edit this.  Basically I am trying to figure out if this is par for the course or not.

It takes 7 days if you have not asked for membership in some fancy community and 0 months of approved experience is a normal stage in process since CFAI probably assumes that our life is starting since day 0 after passed L3.

I do not ask for the trust nor give it to you.

cfa just got back to me and said it could take 6-8 weeks.  sigh

Why is it that long for the society to approve compare to the CFA Institute ?

Because you probably have submitted into high society. Choose society in Burkina Faso. It takes no longer than a couple of days.

I do not ask for the trust nor give it to you.

Got my application approved! Submitted last Saturday and approved this Thursday. Not bad :)

“(REPLY TO RED_PHOX)” – Mine is the same, although my 80 months of submitted work experience are now approved by CFAI (after submission and receipt of references last Friday), but my local CFA Soc reads as 0 submitted experience months so not sure what happens now.

I have contacted my local Society to query.

Flashback wrote:

Because you probably have submitted into high society. Choose society in Burkina Faso. It takes no longer than a couple of days.

LOL

Hopefully it’s going to be approved soon by the local society. I’ve already waited 2 months for the result. I’d like to get the charter soon so I can start apply on higher paying jobs that ask for it. 

Got my approval today! What’s next? Do I just pay the dues and I am a CHARTERHOLDER?!

I applied last Friday.

Got approved by the CFA Institute.   Still waiting for the local chapter.

Does the local ever reject your work experience after the CFA Institute approves it?

I submitted to CFA last Wed.  Went to society on Friday.  Society responded to my email - board reviews next week and will answer by end of next week latest.  Los Angeles Society, btw.

Not by might.

Do you receive an email from CFAI stating that you’re approved or do you just keep checking? I got an email from my local chapter saying congratulations for the successful completion of the CFA program, but nothing from CFAI and still show 0 months approved. 

Goldmin wrote:

“(REPLY TO RED_PHOX)” – Mine is the same, although my 80 months of submitted work experience are now approved by CFAI (after submission and receipt of references last Friday), but my local CFA Soc reads as 0 submitted experience months so not sure what happens now.

I have contacted my local Society to query.

I called CFAI and they said this is normal for the Institute to display the months of work submitted and for the local society to read as a “0”

cfabanker31 wrote:

Do you receive an email from CFAI stating that you’re approved or do you just keep checking? I got an email from my local chapter saying congratulations for the successful completion of the CFA program, but nothing from CFAI and still show 0 months approved. 

got an email from CFA congratulating me for being approved for regular membership and that I have to pay to activate it. Once I paid they sent me another email titled You have officially earned your CFA charter!

Checked the directory and found my name and the 3 CFA letters after :)

My second reference filled in the form on monday and I just got approved and earned my charter. The e-mail states it will take 6-8 weeks to physically deliver the actual charter.

Submitted my app Wednesday morning, still waiting. 

"Between stimulus and response there is a space. In that space is our power to choose our response. In our response lies our growth and our freedom." -Viktor Frankl