Work Experience Self-Assessment (2024)

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Does Your Work Experience Qualify?

When you apply for regular membership, we will ask that you describe your current and prior job responsibilities to demonstrate qualified work experience. We will review your application with the following requirements in mind:

Take the Self-Assessment

Our Work Experience Self-Assessment is an easy-to-use tool that guides you through what is considered relevant work experience.

Find Out If You Are Ready

Questions for Self-Assessment

Unable to access our Work Experience Self-Assessment tool? Then read the following guiding questions to help you evaluate whether your work experience qualifies. Answer the questions for each position you have held, even if they were held at the same company, and think about the majority of your duties as you answer.

If you can answer "yes" to any of the following questions, your work experience is likely to qualify for regular membership, and we encourage you to apply. Please note that these questions are intended only as a guide. If you have specific questions about your work experience, pleasecontact us.

  1. Do you construct or rebalance client portfolios, prepare financial models, or perform/evaluate independent analysis leading to an investment decision?

  2. Do you make investment decisions based on the application of financial, economic, or statistical data involving securities or similar investments held as part of an investment portfolio?

  3. Do you supervise employees who evaluate or apply financial, economic, and/or statistical data as part of the investment decision-making process?

  4. Do you determine capital structure and funding needs through equity, debt, and alternative investments, conduct long-range financial planning, evaluate financial fundamentals, analyze and value securities for public offerings or mergers and acquisitions, and/or make asset sales and capital investment decisions?

  5. Are you engaged in investment/financial advising or planning for corporations, institutions, or individuals (other than yourself or your family)?

  6. Do you conduct asset allocation analysis or apply investment knowledge to develop, analyze, and/or explain investment policy statements or strategies designed to achieve investor goals as part of the overall investment process?

  7. Do you oversee legal/regulatory compliance matters in the investment profession, perform due diligence, and/or ensure that investment firms adhere to applicable laws, regulations, and professional standards of practice?

  8. Do you research or develop tools, models, strategies, and/or communications that assist portfolio managers and traders with investment decision and risk management?

  9. Are you a full-time professor or instructor teaching finance related courses and/or CFA Program curriculum, developing educational content, and engaging in research to advance the understanding of investment practice and theory?

  10. Do you design and implement software solutions for people, processes, and technology that directly drive investment decisions (i.e., software and/or platforms that are used to build financial models, construct, manage, and analyze portfolios, analyze risk and return)?

Still Gaining Your Work Experience?

If you answered "no" to all the questions listed above, your work experience does not qualify you for regular membership. While you earn your work experience, we invite you to explore our content to help you make thoughtful career choices and plan for the future.Our affiliate membership option, which you can pursue by joining CFA Institute and a local society that offers affiliate membership, gives you many of the same benefits as regular membership while you earn your qualifying work experience. Find out more about types of membership.

Work Experience Self-Assessment (4)

CFA Society Community

When you apply to become an affiliate member of CFA Institute, membership to a local society is required. Requirements to become an affiliate member of a society vary by society. Find a society and explore their requirements for affiliate membership.

Find a Society

Work Experience Self-Assessment (5)

Investment Professional of the Future

Read the full CFA Institute report or executive summary, which explores the changing roles, skills, and organizational cultures that affect the career path for investment professionals.

Read the Report

Work Experience Self-Assessment (6)

Career Success: Navigating the New Work Environment

What are your best skills? In what type of jobs will you succeed? Read our guide and take our assessment to see how well you are managing your career and which resources in Career Success can help you take the next step.

Get the Guide

Work Experience Self-Assessment (2024)

FAQs

How to write a self-assessment for work? ›

Take ownership of your mistakes and weaknesses, explain what happened, what you've learned from them, and how you'll use them to improve and develop in the future. Then set yourself SMART (specific, measurable, achievable, relevant, and timely) goals to improve weak areas.

What are self-assessment examples? ›

Examples of student self-assessment activities can include establishing goals, identifying strengths and weaknesses, and setting plans for improvement. Effective self-assessment means consistently showing students how to think about their own learning through the entire learning process.

How do you assess work experience? ›

Asking a series of open-ended questions and following up by asking for additional information is the best way to judge whether the candidate has the experience you're looking for. This process gets easier each time you do it, and you'll gain confidence in your ability to make a good hiring decision.

How do you write self-assessment on a resume? ›

Ask for feedback.
  1. Include the appropriate elements. ...
  2. Determine the timeline for your self-evaluation. ...
  3. Give insight into your success. ...
  4. Give examples of your strengths and weaknesses. ...
  5. Highlight your growth mindset. ...
  6. Give your honest review. ...
  7. Keep it professional. ...
  8. Use action words.
Mar 10, 2023

How do I write my own self-assessment? ›

How to Write a Self Evaluation
  1. Track Your Work and Accomplishments. ...
  2. Answer Honestly. ...
  3. Highlight Your Achievements. ...
  4. Admit Weaknesses and How You Have Grown. ...
  5. Acknowledge Areas of Improvement.

What is an example of positive self-evaluation? ›

"I am proud of my ability to lead by example and consistently demonstrate a positive attitude and strong work ethic. I have inspired my team to work towards common goals, increasing productivity and morale." "I have successfully led multiple projects this year, ensuring they were completed on time and within budget.

How do I do a self-assessment of myself? ›

Here are some important elements to include in any self-assessment:
  1. Decide on appropriate elements to include. ...
  2. Provide evidence of your achievements. ...
  3. Give insight into your success. ...
  4. Give examples of strengths and weaknesses. ...
  5. Discuss future goals. ...
  6. Show how you've embraced company values. ...
  7. Ask for feedback.
Sep 8, 2022

What are the 5 words performance review? ›

Simple, Direct, Honest, Personal, And Blunt: How The 5-Word Performance Review Works Wonders.

How do I tell my work experience examples? ›

List experiences in reverse chronological order (most current experience first). Describe your responsibilities in concise statements led by strong verbs. Focus on those skills and strengths that you possess and that you have identified as being important to your field. Try to incorporate industry-specific key words.

What is an example of work experience? ›

The work experience section or employment history is a detailed summary of your past work experience. In other words, a comprehensible report of all jobs you've held in the past. Depending on your background, you can include full-time positions, part-time jobs, temporary roles, internships, or even volunteer work.

What is your work experience sample answer? ›

Model Answer: I have some strong work experience that will help me with this job if I am successful. I worked for a year as a student in a local Pizza restaurant. That helped me to get confidence in talking to the public, and also showed me that this is a job where I will need to work hard.

How do I write a self-assessment for my job? ›

How to Write an Effective Self-Assessment
  1. Focus on the entire year. ...
  2. Consider company and functional goals. ...
  3. Look for alignment with the company values or culture. ...
  4. Seek feedback from colleagues. ...
  5. Draft a concise accomplishment list.
Dec 12, 2023

What is an example of skills in self-assessment? ›

I am always the first person to arrive at work and always the last to leave.” “I have extremely high standards for my work and have gone above and beyond my job description. I routinely set goals for myself and work late nights and over the weekend to complete assignments.”

How would you describe self-assessment? ›

A self-assessment is a process through which you can learn more about yourself and measure your growth. You can perform self-assessments according to a variety of criteria, including development, skills and relationships.

How do you write a self-performance appraisal example? ›

Here are nine sample self-appraisal comments that you can use to describe your job performance:
  • I respect my work and find pleasure and value in it.
  • I often take up projects that extend beyond my responsibilities of the job.
  • It gives me immense satisfaction to share that I have exceeded my performance goals.
Feb 15, 2024

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