The work experience recognized by CFA Institute is to collect, evaluate and apply financial, economic and statistical data in the process of investment decision-making (such as financial analysis, investment management, securities analysis, etc.). ); Directly or indirectly responsible for others to carry out the above activities; Engaged in the teaching and training of the above investment decision-making activities. Work experience can be obtained before taking the CFA exam or accumulated during or after completing the exam through full-time work, part-time work or telecommuting.
The specific requirements for CFA certificate application are:
1, pass the Level 3 exam in turn;
It usually takes 2-5 years to pass the Level 3 exam.
2. Have more than four years of CFA-recognized professional work experience related to the investment decision-making process (relevant experience can be accumulated before, during and after the CFA exam);
3. Submit two letters of recommendation from sponsors;
4. apply for membership); China Financial Association and its local associations;
5. Commitment to abide by CFA Institute's code of ethics and conduct.
With cfa certificate, you can do the following:
Investment bank: analyst of research department; Analysts and traders in fixed income departments; Product managers and traders in the capital market department or trading department; Listed consultant of investment banking department.
Fund Company: Industry, Strategy and Macro Analyst of Research Department, Investment Manager of Investment Department and Sales Manager of Sales and Marketing Department.
Commercial banks: M&A transaction, bond issuance, financial consultant and industry researcher of investment banking department; Traders and fund operators of foreign exchange trading, derivatives trading and international bond trading in the global financial market department; Investment manager, product design manager of asset management department, fund system management, foreign exchange management, fund data analyst of asset and liability department, etc.
Insurance companies: asset management companies, bond and stock investment managers and alternative asset investment managers.
CFA Member and Holder Application Process
1. Log in to "e a Member" on the website of the Association and find "Application";
3. Click "Apply for membership or view application status", then click "Manage membership and club application" again, and select ordinary members to enter the main application stage.
4. Fill in the main information. In filling in personal information, the difficulty coefficient is low, so you can fill it in truthfully. (update personal data, fill in contact address, fill in education experience, education and work experience) is a must.
In order to let the partners who are interested in CFA certificate or financial knowledge better understand CFA certificate and learn more practical financial knowledge, we have prepared a CFA three-day free practical experience course, which can be directly obtained by poking the picture below ~