請問若是之前做過好幾工作,加起來才滿三年相關工作經驗, 也只需要找 一個過去工作的主管 跟一個CFA member當 sponsor就好嗎? 另外若在國外念書,沒有工作簽証,也能申請加入當地的society嗎?
最後是sponsor form,若是工作上的主管尚需回答下列問題:
SUPERVISORS ONLYPlease complete questions
Does the applicant construct and rebalance portfolios of assets (e.g., fixed-income and equity securities) for clients?
Does the applicant value and recommend assets (e.g., fixed-income and equity securities) for inclusion in portfolios?
Does the applicant spend at least 50% of his/her time engaging in one or a combination of the above activities?
還有無論sponsor 身份都要回答的問題
The applicant's primaryduties have direct application to investment valuation and/or the portfolio management process?
奇怪的是若我們的工作經驗都符合work experience guidelines了,為什麼還會問這些問題?難道勾不是就無法當member嗎?還是這個form的版本是新舊制工作經驗限制都適用的?(我適合舊制)
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