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2015年CFA协会是如何定义认可的工作经验的

来源：高顿网校 2015-02-12

　　高顿网校搜集整理了CFA考试历年真题汇总，来帮助想要报考CFA考试的考生，预祝大家取得优异成绩！进入题库>>

　　Client Service Representative or Relationship Manager

　　CFAI（CFA Institute,the same below) Description: "Responsible for all activities related to investment firm client service, including: communicating investment performance and strategy to clients and serving as a liason between client and portfolio manager."

　　Compliance Analyst or Compliance Officer

　　CFAI Description: "Responsible for ensuring investment firm’s adherence to applicable laws, regulations and professional standards of practice."

　　Investment Consultant

　　CFAI Description: "Provides investment consulting services, including developing investment policy statements; formulating and delivering investment reviews, conducting asset allocation studies, managing client relationships; monitoring investment performance."

　　Corporate Chief Financial Officer

　　CFAI Description: "Responsible for determining structure and funding needs through equity, debt, and alternative investments; evaluating financial fundamentals, and making capital investment decisions."

　　Corporate Finance Analyst

　　CFAI Description: "Analyze financial fundamentals and capital needs for ongoing corporate operations and/or new projects; conduct long range financial planning; analyze and value possible mergers and acquisitions, asset sales and capital investment decisions. Determine and recommend funding strategies through various

　　security or financing options."

　　Investment Banking Analyst

　　CFAI Description: "Analyze and value securities for public offering; target and value mergers and acquisitions for corporate clients."

　　Derivatives Analyst

　　CFAI Description: "Formulate strategies and valuations for derivative securities."

　　Economist

　　CFAI Description: "Develop economic outlooks to be used in the formulation of investment strategies and portfolio structuring."

　　Institutional Sales Professional or Business Development

　　CFAI Description: "Cultivate new business opportunities by marketing investment products to institutional investors. Execute trades and convey research of securities and strategies to institutional investors."

　　Investment Strategist

　　CFAI Description: "Apply investment knowledge to develop and analyze investment strategies designed to achieve investor goals as part of the overall investment process."

　　Portfolio Manager

　　CFAI Description: "Manage clients’ investment portfolios. Responsible for investment decision-making, including security selection, industry/sector selection and portfolio construction."

　　Private Client Investment Advisor

　　CFAI Description: "Manage portfolios of high net-worth clients. Identify investor objectives and develop investment policies. Manage client relationships."

　　Professor/Instructor

　　CFAI Description: "Academic, full-time professor or instructor at a college or university teaching investments, finance and/or economics. Other “business” course instruction does not qualify for the award of the CFA Charter."

　　Quantitative Investment or Risk Analyst

　　CFAI Description: "Conduct quantitative research and/or performance attribution analysis to assist portfolio managers and traders with investment decisions and risk management. Supply portfolio managers with analytical tools needed for portfolio management."

　　Real Estate Investment Manager

　　CFAI Description: "In the context of diversified securities portfolios, specialize in the management of real estate investments, including, developing investment policies and monitoring performance."

　　Regulator/Supervisor of Investment Firm

　　CFAI Description: "Oversee legal/regulatory compliance matters, perform due diligence and ensure firm compliance with all applicable federal securities laws, state statutes, regulatory agencies, and investment laws. Review and maintain investment contracts, registration statements, regulatory filings and documents."

　　Security/Investment Analyst

　　CFAI Description: "Analyze, value, and recommend securities in one or more asset classes (equity, fixed income, alternative investments, or derivatives)."

　　Securities Trader

　　CFAI Description: "Execute buy and sell transactions in investment securities. Develop and disseminate information about markets and the trading environment to securities dealers and portfolio managers."

　　Valuator of Closely Held Business

　　CFAI Description: "Value business/company/corporation where stock is thinly traded (or privately held) and for which the market offers limited buyers/sellers. Analyze financial statements, accounting methods, capital budget projects, acquisitions and asset sales."

　　Venture Capital Analyst

　　CFAI Description: "Conduct market research and analysis to solicit/raise capital for equity or debt funding, mergers, capital leasing, acquisitions or divestitures."

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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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