想问一下哪些是CFA协会的认可的工作经验?

2024-05-19 23:46

1. 想问一下哪些是CFA协会的认可的工作经验?

认可的工作经验包括:直接参与投资决策过程或者为投资决策过程提供支持等相关工作。职位本身的名称不能直接决定是否被CFA协会认可,主要是日常工作中涉及到的职务内容必须50%以上和投资决策相关的才是被认可。其它职务如果工作中涉及的职务内容和投资决策相关,亦可提供详细的工作经验给CFA协会,也是被认可的。
CFA申请分会及申请证书:
一、	申请CFA持证人条件:1、通过CFA三级;2、加入分会1年(香港、上海、北京)3、4年相关工作经验;4、当地分会两名持证人推荐;5、完成个人职业行为说明(PCS),合规证明。个人职业行为说明直接在线填写,如果被抽查到,需要提交公司证明;
二、	会费:持证人每年会费275美金(其中包含50美金的分会费。)
三、	持证人没有续缴会费,不能称自己是cfa持证人,只能说曾经是,如想继续拥有资格,需要补交会费。
希望这些资料能对你有帮助,都是参加融仕CFA培训班的时候,老师给说的,呵呵,可以给分不?哈哈

想问一下哪些是CFA协会的认可的工作经验?

2. 想问一下哪些是CFA协会的认可的工作经验?

想要获取CFA证书必须具备4年被CFA协会所认可的工作经验,一般关于金融分析方面工作都是被CFA协会认可的,或者像投行之类投资决策的也是被CFA协会认可的。

工作内容可以是:在投资决策过程(如金融分析、投资管理、和证券分析等等)中收集、评估及应用金融、经济和统计数据;直接或间接主管他人进行上述活动;从事上述投资决策活动的教学培训工作等等。

CFA协会要求CFA证书的申请者必须花超过50%的时间用于以上工作,其中假期、兼职和实习期间的工作经验不予承认。工作经验的积累可以在参加CFA考试之前,期间或以后,但只有达到四年的相关工作经验积累后,才能获得CFA认证。

3. CFA协会认可哪些工作经验?

  答:只需要您现在的雇主对你提交的工作经验签字认可并推荐您加入CFA协会,再加上一个CFA资格持有人推荐就可以了加入CFA协会并获取CFA头衔,工作经验可以在考前、考中和考后都可以累计。
  答:在通过CFA三级考试后,需要4年(48个月)被认可的专业工作经验,不论是参加CFA考试前、考试中、考试后积累的工作经验,都是被认可的。
  答:认可的工作经验包括:直接参与投资决策过程或者为投资决策过程提供支持等相关工作。
  参见以下职位列表和相关工作经验的描述:  职位列表举例
  职位本身的名称不能直接决定是否被CFA协会认可,主要是日常工作中涉及到的职务内容必须50%以上和投资决策相关的才是被认可。如果所从事的工作在以下举例的职位以外,但工作中涉及的职务内容和投资决策相关,亦可提供详细的工作经验给CFA协会,也是被认可的。
  工作职位列表:  工作经验描述
  You must spend at least 50% of your time in the investment decision-making process in order for your work experience to qualify. Keep in mind that there are no good or bad job titles. Just tell us how your experience relates to the investment decision-making process and be as descriptive as possible.
Job Title
Work Experience Description
Portfolio Manager
Rebalance high-net-worth clients' portfolios by trading short-term assets and pooled funds. Analyze and evaluate client performance reports.
Yes
Rebalance portfolios; perform reporting.No(too brief)
Securities Underwriter
Prepare financial models based on reviewed information; participate in the valuation and decision-making process; analyze fundamental and value acquisition targets for clients.
Yes
My company provides risk analysis and financial planning for customers.No(does not describe job dutiesAuditor
I perform financial statement audits of investment companies and in the process test the custody and pricing of the portfolios. Used Bloomberg and learned the accounting of several security types, including equities, bonds, options, and futures.Yes
Review the internal control processes to ensure compliance with the requirements of the Sarbanes-Oxley Act and recommend process improvements. Perform non-SOX-related financial and operational audits on businesses to identify control and process weaknesses and recommend process improvements.No(does not add value to the investment decision-making process)
Quantitative Investment Analyst
As a financial engineer in an asset management company, Iam responsible for evaluating product development and using quantitative methods and tools to recommend asset allocations, construct portfolios, and perform derivative analysis.Yes
My work is related to product design and quantitative analysis.No(too brief)Consultant
I am a management consultant to the financial services industry, working with risk management functions, assisting clients in developing and refining statistically based credit risk models covering a diverse range of portfolios.Yes
Management consulting for the financial services industry.No(too brief)Actuary

CFA协会认可哪些工作经验?

4. 想问一下哪些是CFA协会的认可的工作经验

工作经验需要涉及到:
a. 评估或应用金融财务,经济,或统计数据为投资运作提供决策;涉及证券或类似的投资工作(例如公开上市和私募股票、债券、抵押贷款及其衍生品;基于有价商品的衍生品和共同基金;商品和其他投资资产,如房地产和大宗商品,多元化的投资组合,有价证券的投资组合等)。
b. 从事于或参与到投资产品设计,为其提供专业的有价值的信息,直接参与投资决策过程或者为投资决策过程提供支持等相关工作
c. 监督、管理或指导;亦或直接或间接执行操作投资活动;
d.从事投资活动的咨询、教学指导工作。

5. CFA持证丨CFA协会认可的工作经验有哪些

认可的工作经验包括:直接参与投资决策过程或者为投资决策过程提供支持等相关工作。职位本身的名称不能直接决定是否被CFA协会认可,主要是日常工作中涉及到的职务内容必须50%以上和投资决策相关的才是被认可。其它职务如果工作中涉及的职务内容和投资决策相关,亦可提供详细的工作经验给CFA协会,也是被认可的。
CFA申请分会及申请证书:
一、	申请CFA持证人条件:1、通过CFA三级;2、加入分会1年(香港、上海、北京)3、4年相关工作经验;4、当地分会两名持证人推荐;5、完成个人职业行为说明(PCS),合规证明。个人职业行为说明直接在线填写,如果被抽查到,需要提交公司证明;
二、	会费:持证人每年会费275美金(其中包含50美金的分会费。)
三、	持证人没有续缴会费,不能称自己是cfa持证人,只能说曾经是,如想继续拥有资格,需要补交会费。

CFA持证丨CFA协会认可的工作经验有哪些

6. CFA认可什么样的工作经验?

同学你好,很高兴为您解答!
       认可的工作经验包括:直接参与投资决策过程或者为投资决策过程提供支持等相关工作。职位本身的名称不能直接决定是否被CFA协会认可,主要是日常工作中涉及到的职务内容必须50%以上和投资决策相关的才是被认可。其它职务如果工作中涉及的职务内容和投资决策相关,亦可提供详细的工作经验给CFA协会,也是被认可的。CFA申请分会及申请证书:一、 申请CFA持证人条件:1、通过CFA三级;2、加入分会1年(香港、上海、北京)3、4年相关工作经验;4、当地分会两名持证人推荐;5、完成个人职业行为说明(PCS),合规证明。个人职业行为说明直接在线填写,如果被抽查到,需要提交公司证明;二、 会费:持证人每年会费275美金(其中包含50美金的分会费。)三、 持证人没有续缴会费,不能称自己是cfa持证人,只能说曾经是,如想继续拥有资格,需要补交会费。

       希望我的回答能帮助您解决问题,如您满意,请采纳为最佳答案哟。
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7. CFA协会所指的专业经验是什么

AIMR�0�3所指的工作经验是指:工作内容关于收集、评估、或应用金融的、经济的或统计的数据(适当的)或者管理(直接地或间接地)具体运作这些工作内容的作为投资决策制定过程的大多数,或者讲授这些工作内容的人。投资决策制定过程是金融分析、投资管理、证券分析或其他类似工作中专业的领域。 (经全体会员的投票同意,从2004年开始AIMR�0�3改名为CFA�0�3协会) Work Experience Guidelines FOR THOSE CANDIDATES WHO WERE REGISTERED BEFORE THE 2005 EXAMINATION YEAR AND WHO SUCCESSFULLY COMPLETE THE PROGRAM BY 2007, THE FOLLOWING REQUIREMENTS AND WORK EXPERIENCE GUIDELINES APPLY. Work Experience Guidelines For Eventual Award of the CFA�0�3 Charter Three years of acceptable professional work experience are required before the CFA�0�3 charter can be awarded. This experience may be accrued while the candidate is in the CFA�0�3 Program, after the candidate has passed all three levels of examinations, or from previous positions. Acceptable work experience includes activities that consist to a significant extent of collecting, evaluating, or applying financial, economic, or statistical data (as appropriate) as part of the investment decision-making process; or supervising, directly or indirectly, persons who practice such activities; or the teaching of such activities. The investment decision-making process is the professional practice of financial analysis, investment management, securities analysis, or other similar activities. CFA�0�3 CANDIDATES ARE REQUIRED TO SPEND AT LEAST 40 PERCENT OF THEIR TIME IN THESE ACTIVITIES TO ACCRUE THE REQUIRED PROFESSIONAL WORK EXPERIENCE. Summer, part-time, and internship positions do not qualify. The following job titles are provided as a guide only. Job titles alone cannot convey the true nature of the underlying job duties. Therefore, to assess professional work experience, evaluate the nature of your job activity, as described previously, rather than merely the job title. Accountant ActuaryAuditor Bank Examiner Bank Lending (corporate) Business Appraiser Client Services Manager Compliance Examiner Consultant on Investment Manager Selection/Investment Policy Corporate Chief Financial Officer Corporate Controller (not finance/not investment) Derivatives Analyst Director of Finance Director of Mutual Funds Economist (involved in investment decision-making process) Financial Journalist (Editor/Reporter/Publisher) Financial Planner Internal Corporate Planning Analyst Internal Management of Investment Firm Investment Banking/Corporate Finance Consultant Investment Sales (consultative) Investment Strategy Formulation Investor Relations Management Consultant (excluding personnel) Marketer (of investment management services, funds, securities, etc.) Mutual Fund Sales/Trainer Options/Futures/Commodities Analyst Portfolio Administrator Portfolio Manager Portfolio Performance Evaluator Portfolio Strategist Product/Software Developer (of investment-related products/services) Professor/Instructor (investment, finance, and economics, or non-financial business administration) Quantitative Investment Analyst Real Estate Investment Manager Risk Analyst (securities related) Securities and Investment Analyst Securities Regulation Securities Trader Securities Underwriter Stockbroker/Registered Representative Valuator of Closely Held Business Valuator of Mergers/Acquisitions Venture Capital Investment (not securities) FOR THOSE WHO ARE REGISTERING FOR THE 2005 PROGRAM FOR THE FIRST TIME AND FOR ALL CANDIDATES WHO REMAIN IN THE PROGRAM AFTER 2007, THE FOLLOWING REQUIREMENTS AND WORK EXPERIENCE GUIDELINES APPLY. Work Experience Guidelines For Eventual Award of the CFA�0�3 Charter Four years of acceptable professional work experience are required before the CFA�0�3 charter can be awarded. This experience may be accrued while the candidate is in the CFA�0�3 Program, after the candidate has passed all three levels of examinations, or from previous positions. Acceptable Professional Work Experience as it relates to applicants seeking to become Charter holder Members, or Regular Members, includes activities that consist to a majority extent of: (i) evaluating or applying financial, economic and/or statistical data as part of the investment decision-making process involving securities or similar investments, which includes, but is not limited to, publicly traded and privately placed stocks, bonds and mortgages and their derivatives; commodity-based derivatives and mutual funds; and other investment assets, such as real estate and commodities, if these other investment assets are held as part of a diversified, securities-oriented investment portfolio; (ii) supervising, directly or indirectly, persons who practice such activities; (iii) teaching such activities. CFA�0�3 CANDIDATES ARE REQUIRED TO SPEND 50 PERCENT OR MORE OF THEIR TIME IN THESE ACTIVITIES

CFA协会所指的专业经验是什么

8. CFA证书申请时需要有怎样的工作经验

cfa证书申请需要4年相关投资工作经验,CFA协会要求CFA认证的申请者必须花超过50%的时间用于与投资决策过程相关的工作,要尽可能有描述性,相关经验可在考前、考中、考后同时积累的。