(1) Court of Final Appeal
Certification body: CFA is the abbreviation of chartered financial analyst, which is translated into "chartered financial analyst" or "registered financial analyst" in Chinese. Established and managed by American Investment Management and Research Association on 1963.
Courses mainly include: ethics and professional standards, quantitative analysis methods, macro and micro economics, accounting, corporate finance, world financial markets and investment tools, valuation and investment theory, fixed-income securities and their management, equity investment analysis, other investment tools analysis and portfolio management. Focusing on the investment field is the object sought after by investment bankers. Certification includes three levels, and the exam is held once a year in June. Only one level can be tested in a year, so it will take at least three years to complete all three levels. On this basis, you need to have three years of working experience in financial institutions or three years of AIMR membership experience to obtain CFA charter. At the same time, the test requires a high level of English for candidates, and all the tests are in English, which also involves a large number of individual capital. CFA exam has a large number of questions and a wide range of knowledge. According to statistics, each candidate needs at least 250 hours to prepare for each level of exams, and non-native English speakers need more preparation time. Cost: 40,000 yuan/person (including expert training fee, teaching materials, materials fee, examination and certification, comprehensive evaluation fee, etc.). )
(2) CTP
Certification body: CTP (Certified Treasury Professional), translated from Chinese into International Treasury Manager, is a certificate founded by AFP Association.
Courses mainly include: treasury management foundation, working capital management, investment and financing management, treasury management operation and control. Treasury management has been translated into treasurer in Hong Kong and Taiwan, focusing on cash flow transactions and cash management of enterprises. At present, the training course in Chinese mainland is 8 days, and online computer examination has been realized. The CTP exam has two exam seasons in a year, and each exam season lasts for 2 months. This course is suitable for those who are engaged in cash management in enterprises and financial institutions to study and participate in certification.
Cost: 10000 yuan/person (including expert training fee, teaching materials, materials fee, examination certification, comprehensive evaluation fee, etc.). )
(3) Comprehensive financial management
Certification body: IFM (International Financial Manager), that is, International Financial Manager. It is a professional qualification certification system in the field of international financial management, which was founded and implemented by the International Financial Management Association (IFMA) in 2004 and introduced to China in the same year.
Courses mainly include: corporate strategy and finance, financial analysis tools, financial tools, comprehensive budget management, risk management, corporate mergers and acquisitions. Mainly concerned with the field of enterprise financial management, class time 12 days. This course is suitable for the study and certification of financial managers in enterprises, especially multinational enterprises.
Cost: 20,000 yuan/person (including expert training fee, teaching materials, materials fee, examination and certification, comprehensive evaluation fee, etc.). )
(4) chlorofluorocarbons
Enterprise Financial Consultant Certificate (CFC) is for employees of financial institutions such as commercial banks and those who provide consulting services such as investment and financing for enterprises. According to the different life cycle characteristics of enterprises, set the matching financial objectives of enterprises and compare the costs of different investment and financing channels and methods. Professionals who use different financial tools, methods and skills to effectively avoid financial risks, integrate the strategic development direction of enterprises and the predictable financial situation of enterprises, and combine industrial policies, taxation and other laws and regulations in different regions to complete the short-,medium-and long-term financial and development planning objectives of enterprises and provide them with consulting financial services.
Certification body: CFC certification is the only international professional qualification certification system in China's corporate finance field that can connect with the international capital market. Introduced from the International Capital Market Association (ICMA) and the Center of the International Capital Market Association of the University of Reading in the United Kingdom, they assisted the Training Center of the National Development and Reform Commission of China to organize a team of experts at home and abroad to study and transform how to help enterprises with financing, investment and risk management according to the financial needs of China enterprises, especially small and medium-sized enterprises. It is also the first international vocational qualification certification system for non-English assessment launched by ICMA and ICMA Center in the past century.
Training Center of National Development and Reform Commission, ICMA and ICMA Center extensively solicited the opinions of financial management institutions, investment and financing departments of enterprises and professionals during the localization research of CFC international professional qualification certification system, and conducted two years of experimental teaching, textbook translation and localization work, which ensured that the certification system not only reflected the top level of international enterprise financial professional qualification certification, but also met the actual needs of China's economic and social development, with strong practicability and operability.
Curriculum: The training course focuses on the overall goal of how to improve the comprehensive financial service ability of investment and financing consultants, the backbone of public line business. The content of the course is divided into six modules: financing planning, investment planning and comprehensive financial consultant. The topic is 12, and the class time is 15 days. The course of Enterprise Financial Consultant (CFC) is a professional course, which aims to help enterprise financial service practitioners to further their studies and improve themselves, so as to enhance their international competitiveness. CFC aims to enhance the professional image of corporate financial service practitioners and the reputation of the industry. This course is professional and practical, and is specially designed for enterprise financial service practitioners.
Cost: 16860 yuan/person (including expert training fee, teaching materials, materials fee, examination certification fee, comprehensive evaluation fee, etc. ) (internal team of the bank: 13860 yuan/person)