Detailed introduction to CFA application conditions and preparation materials!

来源: 高顿教育 2023-10-11
What are the preparation materials for CFA application requirements? Today, my senior student will provide you with detailed answers. Let's take a look together~
cfa报考条件和备考资料
1、 What is CFA
CFA is the abbreviation of "Chartered Financial Analyst", which is a professional qualification title in the securities investment and management industry. The CFA exam is an internationally recognized professional qualification certification for financial investment practitioners. The certificate obtained after the exam is recognized as the highest certification in the financial and securities industry in the United States and the world, and is also a necessary certificate for analysts in heavyweight financial institutions in the United States. The Financial Times magazine compares the CFA professional qualification to the "gold standard" for investment professionals, and the People's Daily has repeatedly recommended the CFA qualification as one of the most valuable certificates.

2、 Career prospects
CFA cultivates talents in investment and analysis in the financial industry. There are two main directions for comparison:
One is the direction of investment analysis, commonly known as the seller, which can go to investment banks and securities firms for investment analysis, industry research, and so on; Analysts from well-known investment banks and securities firms receive high salaries, so the comprehensive ability requirements for practitioners are relatively strict.
Many investment banks and securities firms consider CFA as one of their job requirements when recruiting analysts, making it difficult for those without a certificate to enter important positions in this field.
The second direction is asset management and investment management, which is commonly known as the buyer. The holder can work as a fund manager or portfolio manager in a fund company.
In other financial fields, the recognition of CFA is also high.
On a global scale, the top ten major companies that hire CFA members are Bank of America Merrill Lynch, Citigroup, Credit Suisse, Deutsche Bank, HSBC, JPMorgan Chase, Morgan Stanley, Royal Bank of Canada, UBS, and Wells Fargo.
Main employers in Chinese Mainland include: Bank of China, Industrial and Commercial Bank of China, HSBC, CITIC Group, four major firms, Ping An Insurance, China Merchants Group, Guotai Jun'an Securities, etc.

3、 Specific requirements for applying for the CFA exam:
1.The conditions for applying for the CFA exam in junior college:
1) 3 years of college education+1 year of work experience,
2) 2 years of college education+1 year of work experience,
3) Two and a half years of college and one year of work experience;
The requirements for applying for the CFA exam after high school graduation:
Obtained 4000 hours of work experience in three consecutive years of high school or above;
Self study exams can also be applied for as long as one has a considerable degree of education and work experience.
Note: Work experience and higher education can be combined to achieve the minimum number of hours and years, assuming that higher education requires 1000 hours per year.
Undergraduate students must graduate before applying for the CFA Level 2 exam, and this requirement remains unchanged.
2. Possess an international travel passport;
The CFA Association requires each CFA exam course candidate to hold a valid international travel passport to register and participate in the exam.
3. Possess the ability to take English exams;
The CFA exam is a full English exam, therefore, taking the CFA exam requires a certain level of English proficiency.
4. Comply with professional conduct admission standards and comply with the ethical standards of the CFA Association;
All candidates for the CFA exam must fill out the 'Declaration of Professional Conduct' form to prove that they meet this requirement.
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cfa备考 热门问题解答
cfa证书就业岗位有哪些?

cfa考完后可以从事的工作包括公司会计、基金经理助理、投资管理师、股票研究分析师、基金分析师、投资产品分析师、券商助理分析师、交易员等。在全球范围内,cfa会员的雇主包括了摩根大通、汇丰银行等机构。

cfa考试内容有哪些?

cfa考试分为三个等级,cfa一级和二级考试科目包括《职业伦理道德》、《定量分析》、《经济学》、《财务报表分析》、《公司理财》、《投资组合管理》、《权益投资》、《固定收益投资》、《衍生品投资》、《其他类投资》。cfa三级考试科目包括《经济学》、《投资组合管理》、《权益投资》、《职业伦理道德》、《固定收益投资》、《其他类投资》、《衍生工具》。

cfa一年考几次?

cfa每年考试的次数每个级别均有不同,其中CFA一级考试每年设置四次,CFA二级考试每年设置三次,CFA三级考试每年设置两次。需注意,协会规定考生必须要按照CFA考试的三个级别,依次进行报考,且报考两个级别考试的窗口之前需至少间隔6个月。

cfa的含金量如何?

CFA证书全称Chartered Financial Analyst(特许注册金融分析师),是全球投资业里最为严格与高含金量资格认证,为全球投资业在道德操守、专业标准及知识体系等方面设立了规范与标准,具有较高的知名度和影响力。 英国的国际学术认证中心,还将持有CFA证书视为拥有硕士学历水平,能让想进修的金融专业人士,充分学习等同于金融硕士的知识课程。此外,人民日报三年内连续四次推荐CFA证书!因此,无论是从国际知名度还是国内知名度来说,CFA资格认证的含金量和认可度都是非常高的。

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陈一磊

高顿CFA研究院主任

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复旦金融本硕、CFA&FRM持证人
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高顿教育CFA/FRM研究院CFA/FRM 学术总监、产品高级总监、首席金牌讲师
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专业度高,擅长规划,富有亲和力
陈一磊
  • 老师好,考出CFA的难度相当于考进什么大学?
  • 老师好,CFA考试怎样备考(越详细越好)?
  • 老师好,38岁才开始考CFA金融分析师会不会太迟?
  • 老师好,金融分析师通过率是多少?
  • 老师好,有了金融分析师证后好找工作吗?
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Luke

高顿CFA明星讲师

学历背景
硕士
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高顿教育CFA/FRM研究院CAIA研究中心主任兼特级讲师
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专业,热情洋溢,细心负责
Luke
  • 老师好,CFA如果不去考会怎么样?
  • 老师好,金融分析师难度有多大?
  • 老师好,金融分析师挂出去多少钱一年?
  • 老师好,金融分析师考试科目几年考完?
  • 老师好,CFA工资一般是多少钱?
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Gloria

高顿CFA明星讲师

学历背景
硕士
教学资历
高顿教育CFA/FRM研究院教研委员会委员长、FRM教研模块总负责人兼特级讲师,负责CFA和FRM项目课程研发,以及CFA和FRM多门课程授课工作。
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Gloria
  • 老师好,金融分析师工资待遇如何?
  • 老师好,35岁考金融分析师有意义吗?
  • 老师好,考过金融分析师能干嘛?
  • 老师好,考完金融分析师可以做什么工作?
  • 老师好,CFA注册会计师年薪一般多少?
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