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Cfa charter work experience help

Hello guys…

i need help!!!! I work as trading support in an investment management firm and my job is more like internal trading and moving clients funds to different portfolios as directed by the financial advisors. So basically i am not taking any investment decisions. I am trying to create a job in my company for me. They want me to write them the job descriptions or tasks that qualify which will help me to get charter. Can anyone please help me… my company is a registered investment advisor and has 200 independent advisors all over US whom we cater to. The company educates the advisors of the products we offer. The products are managed by independent managers outside the company. So i dont know where can i fit in that the experience counts for getting me the charter. Please help!!!

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You don’t need to make investment decisions to get the work experience. If your work product is used in making investment decisions that would qualify.

cheswick wrote:

You don’t need to make investment decisions to get the work experience. If your work product is used in making investment decisions that would qualify.

+1

I don’t see how his work product is used in making investment decisions.