passed and paid experience, something, approved, waiting, active

FVPV

I'm now an active member of the CFA Institute, all my work experience got approved, and I passed. Should I be waiting for something else, or am I a Charterholder?

ferrari

hezagenius Wrote:
-------------------------------------------------------
> Paraguay Wrote:
> --- ...
BC_MBA_student 发表于 2011-8-17 09:05

Hi, BC_MBA_student. I'm with you, even can't find anything about that.
I'm a MBA student from LA, pls keep in touch!

ferrari

I'm now an active member of the CFA Institute, all my work experience got approved, and I passed. Sh ...
FVPV 发表于 2011-8-17 09:04

Hi, I'm from LA, and also have the same question. I've checked the explanation on the CFA website, it seems that if you meet both the requirements, you'll be considered as the charter holder.
So, can the mosaic theory work here?

Carson

cpk123 Wrote:
-------------------------------------------------------
> from friend's experiences - the local society also
> has a charter awarding ceremony - where they
> present you in person with a 2nd charter. (the
> other one comes in the mail from the CFA
> Institute).
>
> so might make sense to attend the party (at least
> in Washington DC society they have a new charter
> member's awarding ceremony).


CP you are in DC? So am I. Let's keep in touch? work for the world bank So I will be at the washington society gathering coming up soon. joel.niamien@gmail.com

ASSet_MANagemen

Paraguay Wrote:
-------------------------------------------------------
> hezagenius Wrote:
> --------------------------------------------------
> -----
> > Paraguay Wrote:
> >
> --------------------------------------------------
>
> > -----
> > > I am already a member of the local society
> and
> > > have been approved for work experience. Does
> > that
> > > make me a charterholder?
> >
> >
> > No. You are not a charterholder until CFAI
> says
> > you are. Assuming you have met all the
> criteria,
> > you will get an email or letter saying you can
> > start using the designation. That should come
> > sometime late Sep or early Oct. That is when
> you
> > can put ,CFA after your name. A few weeks
> after
> > that, your charter will show up in the mail.
>
>
> What I expected. The process on a lot of this is
> a bit cumbersome and not explained well for those
> that aren't in larger group offices where there
> are others who have previously received the
> charter.

Glad to see I'm not the only person with this question. Ordered my business cards today.

I believe you can use the "Charter Pending" language.

krause2

I think you might get away with not paying the local society membership, but you really need to be a member of CFAI to retain the charter.

economicz

Hi everybody,

do I understand it right that the 375$ (100 for local society + 275 for CFA Institute) have to be paid every year for having the membership!?

BC_MBA_student

hezagenius Wrote:
-------------------------------------------------------
> Paraguay Wrote:
> --------------------------------------------------
> -----
> > I am already a member of the local society and
> > have been approved for work experience. Does
> that
> > make me a charterholder?
>
>
> No. You are not a charterholder until CFAI says
> you are. Assuming you have met all the criteria,
> you will get an email or letter saying you can
> start using the designation. That should come
> sometime late Sep or early Oct. That is when you
> can put ,CFA after your name. A few weeks after
> that, your charter will show up in the mail.


What I expected. The process on a lot of this is a bit cumbersome and not explained well for those that aren't in larger group offices where there are others who have previously received the charter.

random_walker47

Paraguay Wrote:
-------------------------------------------------------
> I am already a member of the local society and
> have been approved for work experience. Does that
> make me a charterholder?


No. You are not a charterholder until CFAI says you are. Assuming you have met all the criteria, you will get an email or letter saying you can start using the designation. That should come sometime late Sep or early Oct. That is when you can put ,CFA after your name. A few weeks after that, your charter will show up in the mail.

Muddahudda

I am already a member of the local society and have been approved for work experience. Does that make me a charterholder?