I have a query to ask. I have recently joined in an entry-level position in a BPO (Business Process Outsourcing) firm which belongs to the FinTech Industry. The company works as an offshore unit of a leading US based retirement plan provider. As it is a subsidiary company, hence if work here for 4 years and pass all my CFA levels, will this experience be counted as a relevant job for CFA Charterholder requirement? Will there be a chance for me to be approved as a CFA Charterholder with this experience?
Do you make investment decisions?
Do others use your work product to make investment decisions?
You need to be able to answer, “Yes” to at least one of those questions.