CFA一级/二级/三级考试报名条件汇总!

来源: 高顿网校 2021-06-06
Enrollment Criteria and Requirements for CFA Program
如何参加CFA的考试?要需要什么条件?
To become a CFA candidate,you must enroll in CFA Program and register for the Level I exam.In order to enroll you must meet all of the qualifications listed below.We have provided helpful information below to guide you through the enrollment process and to keep you on track for registration.For further questions about CFA Program enrollment requirements,please refer to these FAQs.
cfa

Meet One of the Following Enrollment Requirements 满足一下注册要求之一

1、Bachelor's Degree  学士学位

Complete a bachelor's program or equivalent program and have received a degree from the college/university.If you are not sure if your program is comparable,consult your college or university.

2、Undergraduate Student 未毕业的本科大学生

Your selected exam window must be 11 months or fewer before your graduation month for your bachelor’s degree or equivalent program.Understand that you must complete your degree program prior to the date of sitting your Level II exam.

3、Professional Work Experience 专业工作经验

Have a combination of 4,000 hours of work experience and/or higher education that was acquired over a minimum of three sequential years and achieved by the date of registering for the Level I exam.The dates of education and professional work experience cannot be overlapping.If you have a combination of work experience and higher education to achieve the minimum hours and years,assume that higher education takes 1,000 hours per year.
Professional work experience does not need to be investment related.Internships/articleships are accepted if they are paid.Work experience with your own business or your family business will qualify only if it is professional experience for which you are paid.
What does professional work experience mean?Professional work experience requires specialized knowledge,education,or advanced skills.Professional work experience requires the application of higher-level judgement and business skills,including:
*Leadership and teamwork
*Business communications
*Critical thinking and problem solving
*Time management
*Professional judgement
*Analytical skills
*Adaptability
Candidates applying to register for CFA Program without completing a bachelor’s degree must honestly *uate whether their professional work experience has equipped them for the significant volume and depth of study demanded by CFA Program.
Please note that CFA Institute may request proof of education(copy of diploma,marksheet,any other relevant documents)and/or work experience(letter of employment,salary slips,any other relevant documents)to be submitted at any stage of your journey as a candidate or even after becoming a member in order to demonstrate entrance requirements were met.Failure to provide requested documentation relevant to entrance requirements may result in cancellation of a current exam registration,withholding of exam results,voiding of past exam results,and may lead to investigation and disciplinary action by the CFA Institute Professional Conduct Program.

Have an International Travel Passport 具有国际护照

CFA Institute requires that every CFA Program candidate have a valid international travel passport.Those without a passport will not be able to register or sit for exams.

Be Prepared to Take Exams in English 准备好参加英语考试

CFA Program exams are only offered in English.Exams require English proficiency for reading comprehension and formulating answers to complex financial scenarios.

Meet the Professional Conduct Admission Criteria 遵守道德行为要求

All candidates in CFA Program must complete a Professional Conduct Statement form to attest that they are in compliance with this requirement.

Live in a Participating Country 居住在考试参与国

There are some countries with which CFA Institute cannot work.Review the OFAC Policy to check if there are any sanctions on your country.
注意:CFA一级考试注册需要满足以上要求,CFA二级报名要求为通过CFA一级考试,(大学生参加CFA二级考试的时候必须拿到学士学位),CFA三级报名要求为通过CFA二级考试。
以上就是【CFA一级/二级/三级考试报名条件汇总!】的全部内容,如果你想学习更多CFA相关知识,欢迎大家前往高顿教育官网CFA频道!在这里,你可以学习更多精品课程,练习更多重点试题,了解更多最新考试动态

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

学历背景
复旦金融本硕、CFA&FRM持证人
教学资历
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
客户评价
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?
999+人提问

Luke

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CAIA研究中心主任兼特级讲师
客户评价
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?
999+人提问

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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课程讲授幽默风趣,深入浅出,引人入胜
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?
999+人提问

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