Just wondering if any financial planers on this borad had trouble actually getting their charter after passing the CFA exams?..Did working as a financial planner meet the required work experience requirements?..If so what do your day to day activities look like (ie selling stocks, bons mutual funds etc.)…Thanks very much. Ryan
TheDubs Wrote: ------------------------------------------------------- > Just wondering if any financial planers on this > borad had trouble actually getting their charter > after passing the CFA exams?..Did working as a > financial planner meet the required work > experience requirements?..If so what do your day > to day activities look like (ie selling stocks, > bons mutual funds etc.)…Thanks very much. Ryan I’m not a Fin Planner but I’d assume, “analyzed investments to determine proper asset allocation of client’s equity.” As a financial advisor you literally are the investment decision process, so I don’t see how one would have difficulty justifying job duties.
I don’t see how a financial planner wouldn’t qualify???
thanks for the feed back, I kinda figured it wouldnt be much of an issue but just thought someone might be able to confirm with personal experience…thanks