Mentoring for Corporate Finance (CF) Qualification based on experience by ICAEW

The Corporate Finance (CF) qualification stands as a globally recognized testament to profound expertise spanning international markets. With a keen focus on the pragmatic, technical, and commercial skills demanded by prominent corporate entities, financial clients, and investors, this qualification sets the gold standard.

As a distinguished practitioner in the realm of corporate finance, you possess the opportunity to accentuate your competence and prowess by attaining the esteemed CF designation through the CR Qualification experience route. Designed exclusively for seasoned and adept corporate financiers, the CF experience route serves as the official seal of approval for your accomplishments in the realm of corporate finance.

For those who opt for this pathway, a minimum of five years’ experience is anticipated, accompanied by evidence showcasing your pivotal role in no less than six transactions over the past half-decade. The CR Qualification extends a bouquet of advantages:

  • Experience-Led Attainment: The CF designation is earned through the exhibition of your expertise, sidestepping the conventional examination route.
  • Timely Applications: Forge your path at any juncture within the calendar year, offering you unparalleled flexibility.
  • Seamless Integration: Bid farewell to the exam room as CR Qualification mandates no mandatory examination sitting.
  • Expert Appraisal: A board of seasoned corporate finance experts diligently reviews applications, ensuring scrutiny infused with professional sector acumen.
  • Eminent Recognition: Garner recognition at a senior echelon, distinguishing you as an authority in the field of corporate finance.
  • Symbol of Accomplishment: Successful candidates are duly awarded the CF designation, an emblem signifying your illustrious achievement.

Elevate your corporate finance journey by embracing the CR Qualification experience route – your gateway to a distinguished future. Embrace the CF designation and showcase your mettle on the grand stage of corporate finance expertise.

Eligibility Requirements

Senior professionals who have over five years of experience in corporate finance are eligible to apply. You must be currently working in a corporate finance role or another relevant role where corporate finance forms a substantial part of that role and in a senior management and/or leadership level position.

Within your application, you will need to give details of six transactions and/or deals on which you have played a senior lead role (for example partner, principal, director, managing director), three of which must have been completed in the last three years. You will also need to provide three peer references. Members from below below-mentioned professional bodies are eligible for CR qualification.

Institute of Chartered Accountants in England and Wales (ICAEW) – UK

Chartered Institute of Management Accountants (CIMA) – UK

Chartered Institute of Public Finance and Accountancy (CIPFA) – UK

Chartered Institute of Public Finance and Accountancy (CIPFA) – UK

Association of Chartered Certified Accountants (ACCA) – UK

Chartered Accountants Ireland (CAI)- Ireland

CPA Ireland (formerly Institute of Certified Public Accountants in Ireland) – Ireland

The Institute of Chartered Accountants of Scotland (ICAS) – Scotland

CPA Australia

Institute of Chartered Accountants of Bangladesh (ICAB) – Bangladesh

Chartered Professional Accountants Canada (CPA Canada) – Canada

Chinese Institute of Certified Public Accountants (CICPA) – China

Institute of Chartered Accountants (Ghana) (ICAG) – Ghana

Institute of Certified Public Accountants of Greece (SOEL) – Greece

Hong Kong Institute of Certified Public Accountants (HKICPA) – Hong Kong

Institute of Certified Public Accountants of Kenya (ICPAK) – Kenya

Malaysian Institute of Certified Public Accountants (MICPA) – Malaysia

Institute of Chartered Accountants of Nepal (ICAN) – Nepal

Chartered Accountants Australia and New Zealand (ANZ) – New Zealand

Institute of Chartered Accountants of Nigeria (ICAN) – Nigeria

Institute of Chartered Accountants of Pakistan (ICAP) – Pakistan

Institute of Chartered Accountants of Sri Lanka – Sri Lanka

Institute of Singapore Chartered Accountants (ISCA) – Singapore

ASEAN CPA  – Singapore)

South African Institute of Chartered Accountants (SAICA) – South Africa

American Institute of Certified Public Accountants (AICPA) – USA

Institute of Chartered Accountants of Zimbabwe (ICAZ) – Zimbabwe

Law Societies

Bar Councils

Note: For precise details regarding eligibility criteria for members of a specific professional body, it is recommended to seek clarification directly from ICAEW.

Procedure for obtaining Corporate Finance (CF) Qualification based on experience

To initiate your application for the CF Qualification experience route, you are required to fulfill the Examination of Experience (EoE). This comprehensive process entails detailing and substantiating six transactions and/or deals undertaken within the last five years (counted five years back from your application date), with at least three of these having been finalized within the past three years. Alongside this, you are expected to provide your curriculum vitae (CV) illustrating your CR experience, formatted as per the application’s guidelines. Additionally, the completion of your personal particulars and obligatory declarations is mandatory.

Should you have any inquiries pertaining to the Examination of Experience or your eligibility for application, do not hesitate to reach out to us: Contact Us

Upon submission, your application package should encompass the following components:

  • A duly completed application form
  • The obligatory declarations, fully filled out
  • Fulfillment of the Examination of Experience Prerequisites
  • Inclusion of your curriculum vitae
  • A minimum of three references
  • Payment of the stipulated fee

A successful application will grant you the coveted CF Qualification award, accompanied by the prestigious CF designatory letters. In case your application does not meet the initial criteria, we encourage you to carefully assess the resubmission requirements outlined in the feedback you receive. Additionally, our resubmission frequently asked questions section can provide valuable insights.

It would be better to consult with one of our experienced mentors (click here for his LinkedIn Profile), who has mentored a lot of students in the last 15 years and he will explain the entire process in detail. Register Now for a free consultation session.

Peer Reference

Your application should be substantiated by a minimum of three peer references. These references are instrumental in corroborating your candidacy, shedding light on why they deem you suitable for this esteemed recognition. It is essential that they elucidate the duration and nature of their association with you. To qualify as a referee, they must adhere to the following criteria:

  • Leadership Credentials: Referees should hold a distinguished position in senior management or leadership within the domain of corporate finance. This may encompass roles like partner, principal, director, or managing director.
  • Ethical Standards: They should either possess the CR qualification or be affiliated with a professional body that upholds a rigorous ethical code.
  • Acquaintance Duration: A history of at least three out of the last five years of acquaintance with you is required. This span of interaction is pivotal for them to gauge the extent and caliber of your contributions.
  • Impartiality: At least one of your referees should be impartial and detached from your current or past positions. This independence bolsters the credibility of their testimonial.

These esteemed individuals, vouching for your prowess, play a pivotal role in substantiating your application. Their insights and recommendations add a layer of authenticity and gravitas to your pursuit of the CF Qualification.

ICAEW Fee and Dates

  • £796 + VAT for ICAEW members
  • £995 + VAT for non-members
  • Submission Deadline: October 03, 2024
  • Result Release Date: December 17, 2024

“VM” Mentoring Services specific to availing Corporate Finance Qualification

At “VM,” we extend our services to members of diverse professional bodies (as listed above), facilitating their pursuit of the CR Qualification. By harnessing the expertise of our seasoned mentors, who boast an extensive track record of guiding numerous students over the past fifteen years, we ensure a seamless journey toward your qualification. Delve into our mentor’s profile by clicking here.

Once you’re registered with us, our mentor will seamlessly synchronize with you, adeptly steering you through the entirety of the process in alignment with ICAEW’s stipulations. Each response within your Examination of Experience Document will undergo meticulous scrutiny, meticulously aligning with ICAEW’s prerequisites for accomplishments, experience, professional demeanor, competencies, and adeptness. Constructive feedback will be provided to ensure that every answer adheres unfailingly to the prescribed guidelines.

The array of advantages our services offer includes:

  1. Holistic Guidance: Navigate the preparation of your Examination of Experience document with comprehensive support, ensuring a successful quest for the CR qualification on your initial endeavor.
  2. Tailored Insights: Receive guidance in framing responses based on experiences across diverse industries and sectors, distinctly relevant to CR. Benefit from the collective wisdom amassed through mentoring ICAEW students worldwide.
  3. Iterative Refinement: Gain the advantage of multiple rounds of feedback on your Examination of Experience document before its submission to ICAEW, ensuring a polished and compelling submission.
  4. Professional Advisory: Rely on our mentor’s astute professional counsel to preempt and navigate any potential challenges, guaranteeing a smooth process.

With “VM,” your journey toward CR Qualification is characterized by expert guidance, precision, and a steadfast commitment to your success.

Our (VM) Fee

Our mentoring approach is guided by the following key factors:

  • The extent of guidance needed from the designated mentor throughout the entire process is tailored to the student’s requirements.
  • The frequency of online meetings held between the student and mentor.
  • The number of comprehensive reviews conducted on the student’s work.
  • The overall timeline encompasses the entirety of the activity.

For a comprehensive understanding of our offerings, students are encouraged to arrange a Free Consultation Session (access the Free Consultation Form here) with a designated mentor. This preliminary session serves as a platform to grasp the complete process. Subsequently, we will provide a customized fee quotation, taking into account factors such as the desired level of guidance, number of reviews, frequency of meetings, and more.


  • The fee amount incorporates transfer charges, as these charges are incurred by our Global Payment Agent to ensure the security of your transaction and details.

Payment Terms: The initial installment, equivalent to fifty percent (50%) of the Package fee, is due after a free consultation meeting with a mentor. The remaining balance is to be settled either before the second meeting or within one month of registration, whichever comes first.

Consult our LinkedIn Profiles “VM Mentoring” and Masood Ahmed Qureshi” to check the recommendations of our old students.

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Registration Form – CR Qualification – ICAEW