Guys, Does anyone have any experience successfully spinning blatant back office experience as something which meets the CFA work experience guidelines? I’m looking right now at a work experience guide, and I’m pretty sure I can come up with 3 years worth that will get approved, but the rest of it is ops rubbish (from trade support to project management) albeit for a couple of the big banks. Cheers, APP
I got trade support approved - link LOS to work experience - for instance, I took: evaluate basis on futures positions, value of commodity futures based on demand, transportation and storage, evaluate risk exposure on swap, swaption positions - right from the LOS and put it in my work experience. They first rejected saying it needed more info, I added all the LOS stuff and they approved it.
^ How long it took you to get it approved?
within 5 days for reject and then accept (past couple weeks)
jpm351 Wrote: ------------------------------------------------------- > I got trade support approved - link LOS to work > experience - for instance, I took: evaluate basis > on futures positions, value of commodity futures > based on demand, transportation and storage, > evaluate risk exposure on swap, swaption positions > - right from the LOS and put it in my work > experience. They first rejected saying it needed > more info, I added all the LOS stuff and they > approved it. JPM351 - They have rejected some of my experience (2 out of 49 months) due to need for more detail. How can I provide more detail on my rejected work experience. Do I need to withdraw the application and put in new application, or can i just provide details (how and where?) on the rejected work experience, without withdrawing application…please advice quick response will be really appreciated
you need to submit a service request to withdraw your application. Add detail to your work experience in the normal spot and resubmit your application all over again. You will not need to resubmit sponsors or anything else.
jpm351 Wrote: ------------------------------------------------------- > you need to submit a service request to withdraw > your application. > > Add detail to your work experience in the normal > spot and resubmit your application all over again. > You will not need to resubmit sponsors or anything > else. Friend - My case is that my application is under society review right now. 47 out of 49 months of my work experience has been approved. I have two options # 1 Withdraw the application and resbmit as suggested by you. # 2 let the application proceed for affiliate menbership and upgarde it to regular membership next month when my experience increases to 48 months. Does an autorllover happen in this case or it again involves withdrawing the application and putting in a new one. Of the choice is between withdrawing application now or in one month time (for upgrade to regular membership), i would prefer to follow ur suggestion of withdrawing the application. Thanks for help A
Are you not currently employed? If you are then you’ll get to 48 naturally in a month’s time, no?
Try and get the extra two months by reapplying with more detail - if it doesn’t work, wait 30 days. It’s up to you
#2 Where do you see that your work exp is approved on their website?
After you get the email that the review is complete, log in and check the status of the application. There it’ll tell you whether they accepted or rejected and the reason for the rejection.
^thanks YP.
I had a follow up question along the same lines. I’ve seen alot of recommendations to link work experience to LOS from the CFA Curriculum. Would this be limited to ONLY Level 3 LOS - or do Level 2 or Level 1 LOS apply as well? Thanks for the response/input, Jerry.
Too bad there’s not an LOS that says: “learn to be someone else’s b!tch” B/c that’s been most of my BO experience.
allépourpêcher Wrote: ------------------------------------------------------- > Guys, > > Does anyone have any experience successfully > spinning blatant back office experience as > something which meets the CFA work experience > guidelines? > > I’m looking right now at a work experience guide, > and I’m pretty sure I can come up with 3 years > worth that will get approved, but the rest of it > is ops rubbish (from trade support to project > management) albeit for a couple of the big banks. > > Cheers, > > APP ethical violation much? why in the world would you post this Q on the forum. you should have just asked "whats the best way to lie to and mislead CFAI in re work experience required for the charter?
why do you want to spin experience that obviously should not count?
Whoa - go easy here. I am usually the first to go bananas on people for no reason, but I think Monsieur has asked for help in putting forth his experience in the most favorable light possible. I do not think he was intending to mislead the CFAI.
quote “Does anyone have any experience successfully spinning blatant back office experience as something which meets the CFA work experience guidelines?” “blatant back office” jumps out at me here. obviously he knows it doesnt count is trying to spin, excuse me, “spinning” it into acceptable experience. this is also known as lying, falsehood, falsity, mendacity, pervarication, being deceptive, misleadnig, fallacious further, he’s asking for others to come forward and help him wrong the institute. despicable.
Calm down mate - I’m talking in binary, because I recognise that this is an issue common to many folks here, and I wanted to capture peoples imagination. As charlottekid has said - It’s about putting your experience in the best possible light. If I really can cite trade support experience for example, that takes me perilously close to the 4 years required. If I can cite my expeience working for the UK’s CSD, or ‘middle’ office projects for example, then I’m there. So no attempt to decieve intended. I’m just looking at this, quite coldly, as a comedy hurdle the CFA makes you jump, as if the exams are not enough - hence my tone. Regards, APP
CPAbeatsCFA - you are a loser - that is all