They approved my work experience

[av2502]

@kimngan

You are not required to include referees from all 3 companies. As long as cumulative # of months of relevant work experience is at least 48, you pass. Here are some options, assuming all relevant work experience:

• Submit All 3 references from same current employer, if you accumulate enough the required # of months there;

-Submit (2,1) or (1,2) references from current and ex employer, respectively, if the experience is gained from multiple employers, but must make sure totality of 48 months or more.

Thank you!! - in fact i have 32 months at my current employer, 9 months at my ex employer and 39 months at my first employer. So the idea is to capture 41 months of 48 as per references and obviously giving all > 70 months for me to pass the 48 months rule.

Also one question, which may be “silly” - they want you to have at least 48 months and at least 50% direct involvement in the investment decision making process. So if i do the maths, the “effective” experience needed is at least 24 months with 100% involvement in investment decision making process.

So this comes from my current employer as i spend 100% of my time valuing companies and doing due diligences - so i could also technically take 3 references from my current employer? Does that make sense?

Also how does the local CFA society check as part of the membership? Do they call to interview you if they want more details about your work experience? or have queries over your resume?

[dartpan]

I believe you and kimngan are maybe overthinking this. 3 professional references from one of the positions you are submitting experience for - that’s it, I wouldn’t read more into this or overcomplicate things. Say you are submitting, heck, even 2 previous position experiences. You don’t need references for all of them, the “sponsors” could just be from the latter position submitted (even if it’s under 48 months). Of course, what counts is the cumulative experience submitted.