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!

Kapie

appreciate it mate...

Unforseen

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

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?

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...

LBriscoe

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