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- Topic: Is wealth management recognized in CFA?
| Author | Topic: Is wealth management recognized in CFA? |
|---|---|
| Zaidi @2020-08-05 09:14:02 |
Hello everyone: I am getting an opportunity to work at World Financial group Canada Inc. I was wondering if I am involved in wealth management of the customers and advising them on different products that are matching their financial needs/goals. Will it possibly be counted as a required ‘financial experience’ that CFA institute is looking for. Please advise. Thanks Zaidi |
| sujuanma @2020-08-05 13:30:14 |
it should count. my experience at a canadian WM firm counted. |
CFA Discussion Topic: Is wealth management recognized in CFA?
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