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Recommendation Letter Templates |
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All candidates must submit at least one recommendation to enter the program.
Additional recommendations may be required to waive minimum education or to waive minimum experience. Please see the SIP Credential Requirements for education and experience requirements.
Recommendations should be completed by a manager senior to the candidate. All required recommendations must be completed by different people.
The recommendation letters should be written on company letterhead and
signed by the recommender.
The following points should be addressed in the recommendation letters:
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How long the recommender has known the candidate |
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How long the recommender has worked with the candidate |
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An assessment of the quality of the candidate's work experience |
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An assessment of the candidate's character and professionalism |
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An assessment of the candidate's ability to complete the course work |
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An assessment of the candidate's future potential in the securities
industry |
The templates provided show sample text for each type of recommendation.
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