How to Apply for CFA Charterholder After You Pass The CFA Level III Exam?

HOW TO APPLY FOR CFA CHARTERHOLDER AFTER YOU PASS THE CFA LEVEL III EXAMS?

Please note: this video was created in March 2021. However, I was pretty languishing for the past couple of months 🙄, so I did not edit the video until June 2021 :P

In this video, I'll be talking about my journey in applying for the CFA Charterholder. I once thought passing the CFA Level I, II, & III exams was the most challenging part of my CFA journey. However, the CFA Charterholder application was the actual challenge I was facing. Although I passed my CFA Level III exam in June 2019, I DID NOT receive my CFA Charterholder until March 2021. 🤯 Hence, in this video I will explain:

• WHY it took me so long to receive the CFA Charterholder.
• Some major changes in CFA Charterholder experience requirements
• Important application tips that you will not want to miss out
• How to efficiently ask your referrals to write references for you

Interested in what I will be saying? Then stay till the end of my channel :D

0:00 Intro
0:35 Physical CFA Charterholder Certificate
1:28 My first attempt in applying for CFA Charterholder Designation failed
2:30 Journey after leaving the public accounting firm
3:08 New rules for CFA Charterholder work requirement
3:58 Investment-related work experience
4:15 Professional references and tips on requesting a high-quality reference
5:14 Second attempt on CFA Charterholder application succeed!
6:30 Like, Subscribe, and share my videos :D
________________

If you liked this video, please give it a thumbs up 👍, subscribe
, share it with your friends.

CONNECT WITH ME:
LinkedIn:   / maggie-yu-cpa-cfa  
Website: https://shopbezalel.com (Join me on my new e-commerce venture)

Original Application resources from CFA Institute: https://www.cfainstitute.org/en/membe...

Disclaimer: Thank you for visiting my YouTube channel. The Maggie Yu YouTube page is intended for informational purposes only. All information is based solely on Maggie Yu's personal experience. I do not make any warranties about the completeness, reliability and accuracy of this information. Any action you take upon the information on this YouTube channel is strictly at your own risk, and I will not be liable for any losses and damages in connection with the use of my YouTube materials.