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CFA是美國(guó)以及全世界公認(rèn)金融投資行業(yè)等級(jí)證書，也是全美重量級(jí)財(cái)務(wù)金融機(jī)構(gòu)金融分析從業(yè)人員必備證書。

CFA正式會(huì)員不同于附屬會(huì)員(affiliate membership)，正式會(huì)員是被推薦的CFA考生并以申請(qǐng)成為CFA Charterholder為目的。

As a member of CFA Institute, you have embraced the highest standards in your profession. Are you ready to make an impact?

一、關(guān)于CFA持證人真?zhèn)蔚谋鎰e

CFA持證人信息在CFA協(xié)會(huì)官方網(wǎng)站上是可以查詢到的。

查詢的網(wǎng)址：https://www.cfainstitute.org/community/membership/Pages/index.aspx

CFA持證人真?zhèn)蔚谋鎰e

如僅需查詢持證人信息，勾選【CFA Charterholders Only】即可。

進(jìn)入查詢頁(yè)面，輸入欲查詢持證人的Given Name (First Name)和Family Name (Last Name)，就可以查到該持證人的基本信息。

二、CFA持證人申請(qǐng)條件

CFA持證人申請(qǐng)需要滿足什么條件?

1、依次通過(guò)三個(gè)CFA考試級(jí)別的考試;

2、具有CFA認(rèn)可的與投資決策過(guò)程相關(guān)的專業(yè)工作經(jīng)驗(yàn)四年或以上;提交業(yè)內(nèi)的推薦函、遞交職業(yè)品行陳述;

3、申請(qǐng)成為CFA及所在協(xié)會(huì)的會(huì)員資格;

成為CFA持證人(Charterholder)需擁有四年(48個(gè)月)與投資相關(guān)工作經(jīng)驗(yàn)?

When you apply for regular CFA Institute membership, you will be asked to attest that your work experience meets the following qualifications.

1、工作經(jīng)驗(yàn)需要涉及到：

a. 評(píng)估或應(yīng)用金融財(cái)務(wù)，經(jīng)濟(jì)，或統(tǒng)計(jì)數(shù)據(jù)為投資運(yùn)作提供決策;涉及證券或類似的投資工作(例如公開(kāi)上市和私募股票、債券、抵押貸款及其衍生品;基于有價(jià)商品的衍生品和共同基金;商品和其他投資資產(chǎn)，如房地產(chǎn)和大宗商品，多元化的投資組合，有價(jià)證券的投資組合等)。

b. 從事于或參與到投資產(chǎn)品設(shè)計(jì)，為其提供專業(yè)的有價(jià)值的信息，直接參與投資決策過(guò)程或者為投資決策過(guò)程提供支持等相關(guān)工作

c. 監(jiān)督、管理或指導(dǎo);亦或直接或間接執(zhí)行操作投資活動(dòng);

d.從事投資活動(dòng)的咨詢、教學(xué)指導(dǎo)工作。職位本身的名稱不能直接決定是否被CFA協(xié)會(huì)認(rèn)可，主要是日常工作中涉及到的職務(wù)內(nèi)容必須50%以上和投資決策相關(guān)的才是被認(rèn)可。

如果所從事的工作在以下舉例的職位以外，但工作中涉及的職務(wù)內(nèi)容和投資決策相關(guān)，亦可提供詳細(xì)的工作經(jīng)驗(yàn)給CFA協(xié)會(huì)，也是被認(rèn)可的。CFA工作經(jīng)驗(yàn)還有不清楚的可點(diǎn)我咨詢>>>

2. 如何描述工作經(jīng)驗(yàn)：

a. 提交協(xié)會(huì)認(rèn)可的工作崗位名稱;

b. 除工作職位外，還需要提交所負(fù)責(zé)的具體工作細(xì)節(jié);

c. 在提交的每個(gè)協(xié)會(huì)認(rèn)可的工作職位需要寫明申請(qǐng)人的職責(zé)范圍;

d. 申請(qǐng)者需要保留申請(qǐng)材料的備份，以便在申請(qǐng)材料提交至協(xié)會(huì)前可及時(shí)更新!

三、CFA協(xié)會(huì)認(rèn)可的工作職位及具體描述

申請(qǐng)成為CFA持證人需要需要4年被認(rèn)可的專業(yè)工作經(jīng)驗(yàn)，不論是參加CFA考試前、考試中、考試后積累的直接參與投資決策過(guò)程或者為投資決策過(guò)程提供支持等相關(guān)工作。

At least four years (48 months) of experience in:

Evaluating or applying financial, economic, and/or statistical data as part of the investment decision-making process involving securities or similar investments (e.g., publicly traded and privately placed stocks, bonds, and mortgages and their derivatives; commodity-based derivatives and mutual funds; and other investment assets, such as real estate and commodities, if these are held as part of a diversified, securities-oriented investment portfolio).

Supervising, directly or indirectly, persons who practice these activities.

Teaching such activities.

For a job position to qualify, at least 50% of your time should be spent directly involved in the investment decision-making process or producing a work product that informs or adds value to that process. Work must be full time and can be earned before, during, or after participation in the CFA Program. Managing your own investments or the investments of your family or friends (without compensation) does not qualify.

但有些考生還是不太清楚某些職業(yè)的工作經(jīng)驗(yàn)是是否滿足，下面就總結(jié)了這么一份被CFA協(xié)會(huì)認(rèn)可的工作職位及具體的描述。

1 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 lesson between client and portfolio manager."

2 Compliance Analyst or Compliance Officer

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

3 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."

4 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."

5 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."

6 Investment Banking Analyst

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

7 Derivatives Analyst

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

8 Economist

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

9 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."

10 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."

11 Portfolio Manager

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

12 Private Client Investment Advisor

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

13 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."

14 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."

15 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."

16 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."

17 Security/Investment Analyst

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

18 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."

19 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."

20 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."

四、CFA工作經(jīng)驗(yàn)檢測(cè)工具

We invite you to use the tools below to determine whether your work experience qualifies for CFA Institute regular membership and to prepare your application.

CFA工作經(jīng)驗(yàn)檢測(cè)工具