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- Topic: Does a Financial Planner counts towards CFA Charter?
Author | Topic: Does a Financial Planner counts towards CFA Charter? |
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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?
I am using your study notes and I know of at least 5 other friends of mine who used it and passed the exam last Dec. Keep up your great work!
