AuthorTopic: Is wealth management recognized in CFA?
@2019-08-05 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.

@2019-08-05 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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I used your notes and passed ... highly recommended!