AuthorTopic: Does a Financial Planner counts towards CFA Charter?
damienchua
@2010-02-20 03:53:12
Hi,

I work in a General Life insurance company as a financial planner, planning for individual finance (mainly endowment, life insurance, term policies) and also licenced to cross sell mutual funds.

May I know if these experience could count towards obtaining a full charter?

Thanks!

Regards

CFA Discussion Topic: Does a Financial Planner counts towards CFA Charter?

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I passed! I did not get a chance to tell you before the exam - but your site was excellent. I will definitely take it next year for Level II.
Tamara Schultz

Tamara Schultz