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How long does Charter application take?

CFA approved work experience this week.  about a week.  now waiting on CFA Toronto Society

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FlyingIguana wrote:

CFA approved work experience this week.  about a week.  now waiting on CFA Toronto Society

When did you apply for it?

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

tibwa wrote:

FlyingIguana wrote:

CFA approved work experience this week.  about a week.  now waiting on CFA Toronto Society

When did you apply for it?

last day of august

FlyingIguana wrote:

tibwa wrote:

FlyingIguana wrote:

CFA approved work experience this week.  about a week.  now waiting on CFA Toronto Society

When did you apply for it?

Okay! I applied on the 6th. I guess I hit their backlog.

last day of august

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

I’d submitted my application here in India on Monday 3rd September, and it was approved on Saturday evening 8th September. I’m assuming the final ok was given by the local society, after any initial steps required by the Institute in Charlottesville, or elsewhere, were completed. Since most folks are likely tend to their local CFA society responsibilities (like charter approvals!) on a weekend, I’d suggest reaching out to your local society to get an idea of the decision timelines, should you have faced a delay.

Danjok1313 wrote:

Wtf does the society do that takes so long? Am I just waiting for some random person to click a button? 

Most likely. 

Is there a separate email that tells you that CFAI has approved your work experience and then it goes to the society? Or do you just get one notification that says both CFAI and the society approved it? 

Big Dreams Require Big Sacrifices - VWJETTY

VWJETTY wrote:

Danjok1313 wrote:

Wtf does the society do that takes so long? Am I just waiting for some random person to click a button? 

Most likely. 

Is there a separate email that tells you that CFAI has approved your work experience and then it goes to the society? Or do you just get one notification that says both CFAI and the society approved it? 

i didn’t get a notification, it shows ‘society review’ on my membership application

FlyingIguana wrote:

VWJETTY wrote:

Danjok1313 wrote:

Wtf does the society do that takes so long? Am I just waiting for some random person to click a button? 

Most likely. 

Is there a separate email that tells you that CFAI has approved your work experience and then it goes to the society? Or do you just get one notification that says both CFAI and the society approved it? 

i didn’t get a notification, it shows ‘society review’ on my membership application

 I see. Yeah mine is still under the CFAI review (sigh). They said on their website that it can take a max of 10 business days. Let’s see im already on the….3rd full business day LOL 

Big Dreams Require Big Sacrifices - VWJETTY

FlyingIguana wrote:

VWJETTY wrote:

Danjok1313 wrote:

Wtf does the society do that takes so long? Am I just waiting for some random person to click a button? 

Most likely. 

Is there a separate email that tells you that CFAI has approved your work experience and then it goes to the society? Or do you just get one notification that says both CFAI and the society approved it? 

i didn’t get a notification, it shows ‘society review’ on my membership application

CFA Institute approved it pretty fast but the society is taking their sweet time. I’m just impatient I guess. 

I got my charter today. Took 2 weeks.

BearFlag wrote:

I got my charter today. Took 2 weeks.

Did they mention that they’re going to mail you your full-fledged CFA charterholder designation on paper as well? 

Big Dreams Require Big Sacrifices - VWJETTY

VWJETTY wrote:

BearFlag wrote:

I got my charter today. Took 2 weeks.

Did they mention that they’re going to mail you your full-fledged CFA charterholder designation on paper as well? 

You will receive your charter in mail in 8-10 weeks after you earn it digitally.

Finally - both work experience and society approved. Took exactly one week. Over and out my friends !

Most local societies only meet once a month so you are at their mercy. Submitted mine two days after the results and I’m still “under review-society”

wow that’s crazy. still under review right now (sigh). these kids…

Big Dreams Require Big Sacrifices - VWJETTY

TrustTheProcess wrote:

Most local societies only meet once a month so you are at their mercy. Submitted mine two days after the results and I’m still “under review-society”

i submitted day after and don’t have approval. Not a big deal for me but I can sympathize with those for whom it is a big deal (waiting to apply for a job)

Just got my work experience approved! Now I guess it goes to the Washington DC Society (sigh) 

….runaway train never going back. wrong way on a one-way track! seem like i should be going somewhere….somehow im neither here or there…

Big Dreams Require Big Sacrifices - VWJETTY

so close….but yet so far away

Submitted on Sep 5th and still under work experience review. I’m wonder what kind of inventory system they use to review the application. FIFO, LIFO, or Random? (sigh)

VWJETTY wrote:

Just got my work experience approved! Now I guess it goes to the Washington DC Society (sigh) 

….runaway train never going back. wrong way on a one-way track! seem like i should be going somewhere….somehow im neither here or there…

What was date you submitted this to CFAI? I submitted mine on mid-day  09/06/18

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

tibwa wrote:

VWJETTY wrote:

Just got my work experience approved! Now I guess it goes to the Washington DC Society (sigh) 

….runaway train never going back. wrong way on a one-way track! seem like i should be going somewhere….somehow im neither here or there…

What was date you submitted this to CFAI? I submitted mine on mid-day  09/06/18

Friday 9/7 at like 5PM EST. Are you thinking about doing the CAIA? I heard we as good standing CFA charterholders we are waived L1 of the CAIA exams. 

Big Dreams Require Big Sacrifices - VWJETTY

maybe they go in order of who paid the most in CFA fees

Under local society review now, CFAI approved. Original submission date was 9/5/18

"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

VWJETTY wrote:

tibwa wrote:

VWJETTY wrote:

Just got my work experience approved! Now I guess it goes to the Washington DC Society (sigh) 

….runaway train never going back. wrong way on a one-way track! seem like i should be going somewhere….somehow im neither here or there…

What was date you submitted this to CFAI? I submitted mine on mid-day  09/06/18

Friday 9/7 at like 5PM EST. Are you thinking about doing the CAIA? I heard we as good standing CFA charterholders we are waived L1 of the CAIA exams. 

I read about it on their website. I don’t know if I want to do such thing after going thru CPA, CTP and CFA in 3 1/2 years. I will give the kids some of my time. But you never know because I am starting feeling bored. There must something better out there for me do to than study :-)…. I think I might have spent thousands in ICE Coffee and Passion Ice Tea from Starbucks.

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

tibwa wrote:

VWJETTY wrote:

tibwa wrote:

VWJETTY wrote:

Just got my work experience approved! Now I guess it goes to the Washington DC Society (sigh) 

….runaway train never going back. wrong way on a one-way track! seem like i should be going somewhere….somehow im neither here or there…

What was date you submitted this to CFAI? I submitted mine on mid-day  09/06/18

Friday 9/7 at like 5PM EST. Are you thinking about doing the CAIA? I heard we as good standing CFA charterholders we are waived L1 of the CAIA exams. 

I read about it on their website. I don’t know if I want to do such thing after going thru CPA, CTP and CFA in 3 1/2 years. I will give the kids some of my time. But you never know because I am starting feeling bored. There must something better out there for me do to than study :-)…. I think I might have spent thousands in ICE Coffee and Passion Ice Tea from Starbucks.

Haha fair enough. This is my only designation thus far so i’m itching for a “easier” exam where I can actually utilize some of this CFA knowledge skillset :) Did you get your stuff approved yet? 

Big Dreams Require Big Sacrifices - VWJETTY

I read about it on their website. I don’t know if I want to do such thing after going thru CPA, CTP and CFA in 3 1/2 years. I will give the kids some of my time. But you never know because I am starting feeling bored. There must something better out there for me do to than study :-)…. I think I might have spent thousands in ICE Coffee and Passion Ice Tea from Starbucks.

[/quote]

Haha fair enough. This is my only designation thus far so i’m itching for a “easier” exam where I can actually utilize some of this CFA knowledge skillset :) Did you get your stuff approved yet? 

[/quote]

I am still waiting. I though it would FIFO. Apparently this is not the case. I have seen people that applied before but still waiting. You said you applied 09/07 and approved. I was 09/06 and still waiting. Who knows why it takes so long?

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

I submitted my application 03/09/2018 and was approved yesterday. I paid membership dues and was simultaneously included in member directory.

StasLadanov wrote:

I submitted my application 03/09/2018 and was approved yesterday. I paid membership dues and was simultaneously included in member directory.

dang you want a cookie? 

Big Dreams Require Big Sacrifices - VWJETTY

It took them a week (both CFAI and society).

VWJETTY wrote:

StasLadanov wrote:

I submitted my application 03/09/2018 and was approved yesterday. I paid membership dues and was simultaneously included in member directory.

dang you want a cookie? 

yes. Preferably 2 actually.