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re: CFA designation.

Posted on 7/14/16 at 1:45 pm to
Posted by Wortivi22
Land of Mini Vans
Member since Dec 2007
855 posts
Posted on 7/14/16 at 1:45 pm to
No time limit that I am aware of. The relevant work experience can be obtained at any time, even after you finish Level III. Passing Level III will not grant you the CFA designation without completion of the other requirements.

For the Record, I don't have a CFA, but since you didn't get any responses, I figured this was better than nothing. I passed Level I and began to study for Level II. Never made it to that point. I had a future ex-wife and two kids that took up all of my study time. It will take an enormous amount of time and effort, so if you are single, or kids are older, I say go for it. I figure I will finish somewhere around my 60th birthday.

As for South Louisiana, I really can't speak to that, but I know several here in Houston that work in everything from Banking to Law Firms where they specialize in business valuations to a few CPA's.

Good Luck
Posted by dragginass
Member since Jan 2013
2783 posts
Posted on 7/14/16 at 9:08 pm to
I'm not sure what niche I'd find at this point, though business valuation would interest me. I have young kids, so at this point I think I'm going to purchase the LVL 1 hard copy books so I can begin reviewing the material and see how it fits into my life at this point. I think there are even 3rd party practice tsets I can purchase without ever sitting /paying for LVL 1.
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