Work Experience q (investment decision-making process) like, investment, definition, something, remember

Foufou

Hi there,

Membership Application Tips says
"Describe how your position adds value to the investment decision-making process."

Is there any definition of "investment decision-making process" ?

I don't remember the curriculum but can I assume this is something like PDCA cycle with respect to investment?

Thanks in advance!

LBriscoe

Explain how what you do affects the choice of securities going into a client's portfolio.

soverby

Can anyone comment on whether retail brokerage experience would likely to be counted or not. I've got a few years in this area, but in my role I don't manage client assets in any way. I deal with account service issues, and provide assistance on entering trades or understanding how to enter trades properly...

Windjam

I have the same question to ask actually.

Woud an Investment Services Rep position at a Canadian discount brokerage, accumulated over 5 years, indeed serve for attaining the CFA charter?

Unforseen

yes, service rep for a broker qualifies. i know some that have the charter.

Kapie

appreciate it mate...