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CFA
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你所不知道的CFA,免修GMAT?免修碩士課程?

發(fā)表時間: 2019-05-06 09:24:21 編輯:wangmumu

CFA的作用可遠不止特許金融分析師那么簡單,有了它以后,在很多情況都可以走fastpass哦。擦亮眼鏡來看一下CFA都還有哪些你不知道的功能吧,CFA考試可豁免大學(xué)入學(xué)考試或者部分課程,以下是部分高校的豁免政策:

  CFA的作用可遠不止“特許金融分析師”那么簡單,有了它以后,在很多情況都可以走“fastpass”哦。擦亮眼鏡來看一下CFA都還有哪些你不知道的功能吧~

  研究生提供豁免入學(xué)考試

  CFA考試可豁免大學(xué)入學(xué)考試或者部分課程,以下是部分高校的豁免政策:

  1) 在美洲,研究生院校給予的豁免及免除學(xué)分的政策。

  American University, Kogod School of Business

  美國大學(xué),Kogod商學(xué)院

  Master of Science in Finance (MSF) 金融專業(yè)理學(xué)碩士

  When applying for an MSF, those who have passed the CFA Level I exam are waived out of the GMAT score requirement

  (申請MSF時,通過CFA一級考試,可免除GMAT分數(shù)要求)

  Master of Science in Real Estate (MSRE) 房地產(chǎn)專業(yè)理學(xué)碩士

  When applying for an MSRE, those who have passed the CFA Level I exam are waived out of the GMAT score requirement

  (申請MSRE時,通過CFA一級考試,可免除GMAT分數(shù)要求)

  Boston University

  波士頓大學(xué)

  Master of Science in Banking and Financial Services Management 銀行與金融服務(wù)管理理科碩士

  CFA charterholders are eligible for four course waivers in this 12-course online degree program

  (CFA持證人有資格獲取4門課的豁免)

  Concordia University, John Molson School of Business

  康科迪亞大學(xué) ,約翰·摩爾商學(xué)院

  Master of Business Administration (MBA) 工商管理學(xué)碩士

  Applicants who have passed CFA Level I exam at the time of application are exempt from the GMAT admission requirement

  (通過CFA一級考試,可豁免GMAT入學(xué)要求)

  Dartmouth College, Tuck School of Business

  達特茅斯學(xué)院塔克商學(xué)院

  Master of Business Administration (MBA)工商管理學(xué)碩士

  CFA charterholders are exempt from the finance core requirement of Tuck’s MBA program

  (CFA持證人有資格豁免MBA核心金融課程的要求)

  Queen's University, Queen's School of Business

  女王大學(xué)商學(xué)院

  Master of Finance 金融碩士

  Applicants who have passed the CFA Level I exam are waived out of the GMAT requirement

  (通過CFA一級考試的申請人豁免GMAT要求)

  Sacred Heart University, Welch College of Business

  韋爾奇圣心大學(xué)商業(yè)學(xué)院

  Master of Business Administration (MBA) 工商管理學(xué)碩士

  Charterholders applying to the MBA program may request a waiver for the GMAT score requirement。

  (持證人申請MBA課程,可豁免GMAT分數(shù)要求)

  University of California Berkeley, Haas School of Business

  加州大學(xué)伯克利分校哈斯商學(xué)院

  Master of Business Administration (MBA)工商管理學(xué)碩士

  MBA candidates who have passed the CFA Level III exam are granted an automatic waiver in two core courses: MBA 202 Financial Accounting and MBA 203 Finance. In place of the waived courses, candidates must take elective courses to meet the 51-unit graduation requirement。

  (通過CFA三級考試的候選人可自動豁免2門核心課程:MBA202 財務(wù)會計和MBA203 金融學(xué),如果放棄豁免課程,候選人必須參加選修課程來滿足51-unit的畢業(yè)要求)

  University of California Los Angeles, Anderson School of Management

  洛杉磯加州大學(xué),安德森管理學(xué)院

  Master of Business Administration (MBA)工商管理學(xué)碩士

  With proof of charter, students studying for an MBA at the Anderson School of Management can be waived out of Mgmt 408 Financial Markets

  (學(xué)生附有CFA持證人的證明,在安德森管理學(xué)院學(xué)習(xí)MBA,可豁免Mgmt408 金融市場)

  University of Regina, Levene Graduate School of Business

  列文里賈納大學(xué)商學(xué)院

  Master of Business Administration (MBA)工商管理學(xué)碩士

  Advanced Standing is awarded to a student upon demonstration of acquired knowledge of a course's content through university or professional courses. The student is given advanced standing but this does not reduce the number of credit hours or fees required by an existing program. Students are registered in an Advanced Standing course and charged the associated tuition and fees. Up to nine credit hours of advanced standing will be offered to holders of the CFA designation

  (一旦學(xué)生通過大學(xué)或者專業(yè)課程獲得MBA專業(yè)課程的相關(guān)知識,就可授予免修課程資格,學(xué)生雖獲得了免修課程資格,但并不會減少學(xué)員所申請項目所要求的學(xué)分和費用。注冊免修課程的學(xué)生會收取相關(guān)的學(xué)費和費用。達到免修課程9個學(xué)分將會被授予CFA持證人認證)

  Master of Human Resources Management (MHRM)人力資源管理學(xué)碩士

  Advanced Standing is awarded to a student upon demonstration of acquired knowledge of a course's content through university or professional courses. The student is given advanced standing but this does not reduce the number of credit hours or fees required by an existing program. Students are registered in an Advanced Standing course and charged the associated tuition and fees. Up to nine credit hours of advanced standing will be offered to holders of the CFA designation

  (一旦學(xué)生通過大學(xué)或者專業(yè)課程獲得MBA專業(yè)課程的相關(guān)知識,就可授予免修課程資格,學(xué)生雖獲得了免修課程資格,但并不會減少學(xué)員所申請項目所要求的學(xué)分和費用。注冊免修課程的學(xué)生會收取相關(guān)的學(xué)費和費用。達到免修課程9個學(xué)分將會被授予CFA持證人認證)

  University of Toronto, Rotman School of Management

  多倫多大學(xué)羅特曼管理學(xué)院

  Master of Finance Program 金融碩士

  Applicants who have passed CFA Level III exam at the time of application are exempt from the GMAT entrance requirement. Applicants who have not yet passed the CFA Level III exam must provide a GMAT score. While there is no minimum score required, test performance will play a role in determining applicant ranking

  (通過CFA三級的申請人,可豁免GMAT的入學(xué)考試要求,未通過CFA三級的申請人必須提供GMAT分數(shù)。雖然沒有最低分的要求,但是考試分數(shù)將決定申請人的級別)

  University of Wisconsin-Parkside

  威斯康星大學(xué),帕克賽德分校

  Master of Business Administration (MBA)工商管理學(xué)碩士

  Charterholders applying to the MBA program who have a minimum 2.75 undergraduate GPA are exempt from the GMAT score requirement。

  (擁有Undergraduate GPA最低分為2.75分的CFA持證人,申請MBA時可豁免GMAT的分數(shù)要求)

  Wilfred Laurier University

  勞里埃大學(xué)

  Master of Finance Program 金融碩士項目

  Applicants who have passed CFA Level I exam at the time of application are exempt from the GMAT entrance requirement

  (通過CFA一級考試的申請人可豁免GMAT入學(xué)要求)

  York University, Schulich School of Business

  約克大學(xué)舒立克商學(xué)院

  Master of Finance Program 金融碩士項目

  Applicants who have successfully completed CFA Level I are exempt from the GMAT/GRE application requirement.

  (成功的通過CFA一級考試的申請人可豁免GMAT/GRE申請要求)

  2) 在亞太地區(qū) 研究生院校給予的豁免及免除學(xué)分的政策。

  Griffith University

  格里菲斯大學(xué)

  Master of Finance 金融碩士

  Applicants who have passed the CFA Level 1 exam are eligible for 40 CP credit (four courses) in the foundation component of the Master of Finance program

  (通過CFA一級考試的申請人有資格獲取40學(xué)分(4門課))

  Master of Finance and Investments (MFI) 金融學(xué)和投資碩士

  When applying to the Master of Finance and Investments (MFI) program, those who have passed the CFA Level I exam are exempt from the GMAT/GRE/BAT score requirement, as well as the requirement of completing a specialized undergraduate degree in finance.Applicants who passed CFA Level 2 exam may apply for up to 40 CP credit (four standard courses) towards the Master of Finance and Investments degree requirements。

  (申請MFI時,通過CFA一級考試的學(xué)生可豁免GMAT/GRE/BAT的分數(shù)要求以及完成金融專業(yè)本科學(xué)位的要求;通過CFA二級的考試的申請人,申請(MFI)時,可申請多達40學(xué)分(相當(dāng)于4門標(biāo)準(zhǔn)課程))

  IE Business School

  西班牙企業(yè)學(xué)院

  Master in Advanced Finance 高級財務(wù)碩士

  Successful CFA Level II candidates applying for the Master in Advanced Finance program may waive the requirement to submit GMAT or GRE scores in the application process。

  (CFA二級候選人申請高級財務(wù)碩士可豁免GMAT或GRE的分值要求)

  Master in Finance&Global Master in Finance 金融碩士和全球金融碩士

  Successful CFA Level I candidates applying for either of these two degrees may waive the requirement to submit GMAT or GRE scores in the application process。

  (CFA一級候選人申請以上兩種學(xué)位時,可豁免GMAT或GRE的分值要求)

  3)在歐洲、中東和非洲地區(qū) 研究生院校給予的豁免及免除學(xué)分的政策。

  EADA Business School

  巴塞隆納高級管理學(xué)院

  International Master in Finance 國際金融碩士

  Applicants who have passed the CFA Level I exam are exempt from taking the GMAT/ EADA entrance exam.

  (通過CFA一級的考試的申請人可豁免參加GMAT/EADA入學(xué)考試)

  Frankfurt School of Finance and Management

  法蘭克福金融管理學(xué)院

  Master in Finance 金融碩士

  Master of Finance students at Frankfurt School of Finance and Management may have one elective waived for having passed a CFA exam (any of the three levels).

  (法蘭克福金融管理學(xué)院金融碩士的學(xué)生通過CFA考試(三個級別任何一個級別即可)可選擇一次豁免的機會)

  Lancaster University Management School

  蘭卡斯特大學(xué)管理學(xué)院

  Master of Science 理學(xué)碩士(MSc )

  In October 2015, Lancaster University Management School will launch an MSc Advanced Financial Analysis program. CFA Level 1 will be an entry requirement.

  (2015年10月蘭卡斯特大學(xué)管理學(xué)院將開展MSc高級財務(wù)分析項目。CFA一級被列為準(zhǔn)入條件)

  Universidad de Castilla la Mancha

  卡斯蒂利亞拉曼查大學(xué)

  Master in Banking and Quantitative Finance 銀行和定量金融碩士

  CFA charterholders may apply for a waiver from the first year of the Master in Banking and Quantitative Finance program (two years full time, 120 ECT credits) at Universidad Complutense de Madrid (UCM). Applicants for the waiver must be CFA charterholders with the intent of writing a PhD thesis.Successful applicants are exempt from the first year of the Master’s program . Students enroll directly into the second semester of the program, consisting of one semester of live lectures at UCM and one semester writing an essay which is presented at the end of the term.CFA charterholders from all countries may apply for this waiver.

  (CFA持證人在卡斯蒂利亞拉曼查大學(xué) 銀行和定量金融碩士(2年全職,120ECT credits)的第一年可申請豁免?;砻獾纳暾埲吮仨毷荂FA持證人,并且具有寫博士論文的想法。成功的申請人可豁免碩士學(xué)位的第一年,學(xué)生可以直接的報名進入第二學(xué)期的課程,包括在卡斯蒂利亞拉曼查大學(xué),一學(xué)期的Live Lectures 課程和一學(xué)期的論文寫作課程,并且這篇論文將會在學(xué)期末提交)所有國家的持證人都可申請此豁免。

  Universidad Complutense de Madrid (UCM)

  馬德里康普頓斯大學(xué)

  Master in Banking and Quantitative Finance 銀行和定量金融碩士

  CFA charterholders may apply for a waiver from the first year of the Master in Banking and Quantitative Finance program (2 years full time, 120 ECT credits) at Universidad Complutense de Madrid (UCM). Applicants for the waiver must be CFA charterholders with the intent of writing a PhD thesis.

  Successful applicants enroll directly into the second semester of the program, consisting of one semester of live lectures at UCM and one semester writing an essay which is presented at the end of the term.CFA charterholders from all countries may apply for this waiver.

  (CFA持證人在銀馬德里康普頓斯大學(xué)銀行和定量金融碩士(2年全日制,120ECT credits)的第一年可申請豁免?;砻獾纳暾埲吮仨毷荂FA持證人,并且具有寫博士論文的想法。申請成功的可豁免碩士學(xué)位的第一年,學(xué)生可以直接的報名進入第二學(xué)期的課程,包括在UCM,一學(xué)期的Live Lectures 課程和一學(xué)期的論文寫作課程,并且這篇論文將會在學(xué)期末提交所有國家的持證人都可申請此豁免)

  Universidad del País Vasco

  巴斯克大學(xué)

  Master in Banking and Quantitative Finance 銀行和定量金融碩士

  CFA charterholders may apply for a waiver from the first year of the Master in Banking and Quantitative Finance program (two years full time, 120 ECT credits) at Universidad del Pais Vasco. Applicants for the waiver must be CFA charterholders with the intent of writing a PhD thesis.

  Successful applicants are exempt from the first year of the Master’s program (which can otherwise be attended at Universidad del País Vasco). Students enroll directly into the second semester of the program, consisting of one semester of live lectures at UCM and one semester writing an essay which is presented at the end of the term.

  CFA charterholders from all countries may apply for this waiver.

  (CFA持證人在巴斯克大學(xué)銀行和定量金融碩士(2年全日制,120ECT credits)的第一年可申請豁免?;砻獾纳暾埲吮仨毷荂FA持證人,并且具有寫博士論文的想法。申請成功的學(xué)生可豁免碩士學(xué)位的第一年,學(xué)生可以直接的報名進入第二學(xué)期的課程,包括在UCM,一學(xué)期的Live Lectures 課程和一學(xué)期的論文寫作課程,并且這篇論文將會在學(xué)期末提交)

  所有國家的持證人都可申請此豁免。

  Universidad de Valencia

  瓦倫西亞大學(xué)

  Master in Banking and Quantitative Finance 銀行和定量金融碩士

  CFA charterholders may apply for a waiver from the first year of the Master in Banking and Quantitative Finance program (two years full time, 120 ECT credits) at Universidad de Valencia. Applicants for the waiver must be CFA charterholders with the intent of writing a PhD thesis.

  Successful applicants are exempt from the first year of the Master’s program (which can otherwise be attended at Universidad de Valencia). Students enroll directly into the second semester of the program, consisting of one semester of live lectures at UCM and one semester writing an essay which is presented at the end of the term.

  CFA charterholders from all countries may apply for this waiver.

  (CFA持證人在瓦倫西亞大學(xué)銀行和定量金融碩士(2年全日制,120ECT credits)的第一年可申請豁免,申請人必須是CFA持證人,并且具有寫博士論文的想法。

  申請成功的學(xué)生可豁免碩士學(xué)位的第一年,學(xué)生可以直接的報名進入第二學(xué)期的課程,包括在UCM,一學(xué)期的Live Lectures 課程和一學(xué)期的論文寫作課程,并且這篇論文將會在學(xué)期末提交)

  所有國家的持證人都可申請豁免。

  University College Cork

  科克大學(xué)

  Master of Science 理學(xué)碩士

  CFA charterholders are waived from the ten credit AC6120 Professional Examination Report module in the MSc.Asset Management program.

  (CFA持證人在MSc資產(chǎn)管理AC6120專業(yè)檢測報告模塊中可豁免10 credit )

  監(jiān)管機構(gòu)提供豁免許可的考試的區(qū)域劃分

  特別提醒!以下所有豁免信息來源網(wǎng)絡(luò),CFA菌目前沒找到任何官方的說明文件,所以無法證實其準(zhǔn)確性,小伙伴們看看就好,如果有知道官方說明的請文末留言告知,多謝!

  一、美洲Americas:

  巴西Brazil

  加拿大Canada

  墨西哥Mexico

  秘魯Peru

  美國United States

  二、亞洲太平洋Asia Pacific

  澳大利亞Australia

  香港Hong Kong

  印度尼西亞Indonesia

  馬來西亞Malaysia

  新西蘭New Zealand

  巴基斯坦Pakistan

  菲律賓Philippines

  新加坡Singapore

  斯里蘭卡Sri Lanka

  臺灣Taiwan

  泰國Thailand

  越南Vietnam

  三、歐洲、中東、非洲Europe, Middle East, and Africa

  亞美尼亞Armenia

  巴林Bahrain

  保加利亞Bulgaria

  埃及Egypt

  希臘Greece

  愛爾蘭Ireland

  以色列Israel

  澤西島Jersey

  科威特Kuwait

  荷蘭Netherlands

  葡萄牙Portugal

  南非South Africa

  土耳其Turkey

  英國United Kingdom

  金融和投資相關(guān)的認證機構(gòu)授予的豁免資格考試或繼續(xù)教育要求

  特別提醒!以下所有豁免信息來源網(wǎng)絡(luò),CFA菌目前沒找到任何官方的說明文件,所以無法證實其準(zhǔn)確性,小伙伴們看看就好,如果有知道官方說明的請文末留言告知,多謝!

  1、ACCA特許公認會計師

  CFA持證人提供官方資格證明可以豁免財務(wù)會計考試(F3)

  To qualify as an ACCA member, applicants must complete a minimum of five exams (out of a possible 14 exams). CFA charterholders applying for ACCA membership are exempt from the Financial Accounting exam (Paper F3), one of five mandatory examinations.

  To obtain the waiver, request official documentation of your charterholder status from recognition@cfainstitute.org and submit the documentation to ACCA.

  

  3、CPA注冊會計師

  全國會計委員會協(xié)會的成員擁有Claritas Investment Certificate(屬于CFA協(xié)會的認證考試),有資格獲取36.5CPE credits,因為全國會計委員會協(xié)會把CFA協(xié)會看作繼續(xù)專業(yè)教育(CPE)的主辦機構(gòu)

  Certified Public Accountants (CPAs) must adhere to the continuing professional education (CPE) requirements set forth by the State Board of Accountancy of the state/s where a CPA license is held.

  The National Association of State Boards of Accountancy (NASBA) recognizes CFA Institute as a continuing professional education (CPE) sponsor on NASBA’s National Registry of CPE Sponsors.

  NASBA has accredited the Claritas Investment Certificate as qualifying for 36.5 CPE credits for its members.

  4、CDir(注冊主任)

  CFA持證人可縮短CDir專業(yè)的經(jīng)驗要求,由5年減少到3年。

  To acquire the CDir, an applicant must (1) pass an exam, (2) attend a developing board performance exercise and complete a self-evaluation form, (3) meet professional experience requirements, and (4) participate in an interview with two senior members of the IoD.

  The IoD accepts the CFA charter as a professional qualification. Therefore the CFA charter shortens the professional experience requirement from 5 years to 3 years.

  5、Chartered Financial Consultant (ChFC)特許財務(wù)顧問

  CFA持證人可豁免Ch FC認證所要求的HS 328投資課程

  CFA charterholders are exempt from the HS 328 Investments course, which is required to earn the ChFC designation.

  6、Chartered Institute for Securities & Investment (CISI)

  CFA一級候選人可豁免證券投資導(dǎo)論;CFA持證人可豁免資本市場科目中的金融市場單元的文憑

  The Chartered Institute for Securities & Investment (CISI) is a professional body for those who work in the financial and investment industry; it offers qualifications, training, and industry membership.

  CFA Program Level 1 candidates are exempts from the Introduction to Securities and Investments.

  CFA Charterholders are exempt from the Financial Markets unit of the Diploma in Capital Markets.

  7、Chartered Institute of Management Accountants (CIMA) 特許管理會計師公會

  通過CFA三級考試有利于學(xué)員提前進入(CIMA) 特許管理會計師公會

  The Organization

  CIMA is a professional body of management accountants with with 218,000 members in 177 countries.

  The Waiver

  Passing the CFA Level III exam qualifies for the Master’s gateway route. This is an accelerated entry program to the CIMA.

  8、Chartered Insurance Institute (CII)英國特許保險學(xué)會

  候選人完成CFA1級,2級或3級(2007年1月1日完成日期)授予豁免權(quán)AF4投資計劃(30學(xué)分在金融服務(wù)高級文憑水平資格框架)+ R02投資原則和風(fēng)險(20學(xué)分在金融服務(wù)資格文憑水平框架)。

  Candidates who have completed CFA Program Level I, Level II, or Level III (completed 1 January 2007 to date) are granted an exemption from AF4 Investment planning (30 credits at Advanced Diploma level in the Financial Services qualifications framework) plus R02 Investment principles and risk (20 credits at Diploma level in the Financial Services qualifications framework).

  9、Chartered Life Underwriter (CLU) 特許人壽保險承保人

  CFA持證人豁免CLU認證所要求的HS 328 投資課程

  CFA charterholders are exempt from the HS 328 Investments course, which is required to earn the Chartered Life Underwriter (CLU) designation.

  10、Institute and Faculty of Actuaries (IFoA) 英國精算師協(xié)會

  CFA持證人或者CFAL1,CFAL2,CFAL3候選人有資格申請豁免IFoA與CFA每個級別相關(guān)的科目。這些科目包括:CT7, CT2 (Level I),CT3 & CTI (Level II),CT8 (Level III) and ST0 (CFA 持證人)

  The Institute and Faculty of Actuaries (IFoA) recognizes CFA charterholders/Fellows and successful CFA Level I, II and III candidates as eligible to apply for exemption from the IFoA subject(s) relevant to each level. These include: CT7, CT2 (Level I), CT3 & CTI (Level II), CT8 (Level III) and ST0 (CFA charterholder/Fellow).

  11、Investment Management Certificate (IMC) 投資管理證書

  投資管理證書由英國CFA協(xié)會管理,包括unit1和unit2,通過CFA一級的考生有資格免除unit2.

  The Investment Management Certificate (IMC) is administered by the CFA Society of the UK and consists of Unit 1: The Investment Environment and Unit 2: Investment Practice. After earning the IMC, candidates are qualified to apply for membership with the CFA Society of the UK.

  Candidates who have passed the CFA Level I exam are eligible to be waived out of Unit 2. The application to receive the waiver is made available on the candidate's Unit 1 exam results page.

  12、Professional Risk Manager (PRM)職業(yè)風(fēng)險管理師

  CFA持證人可以豁免PRMI 和II級別的考試

  PRM candidates who are CFA charterholders can be granted exemptions from PRM exams I and II.

  13、Society of Actuaries (SOA)精算師協(xié)會

  精算師協(xié)會有三種證書,分別為ASA,CERA,FSA。CFA協(xié)會可豁免ASA和CERA證書。

  The Society of Actuaries (SOA) is an educational, research and professional organization dedicated to serving the public and Society members. They offer three certifications: Associate of the Society of Actuaries (ASA), Chartered Enterprise Risk Analyst (CERA), and Fellow of the Society of Actuaries (FSA). The CFA Institute currently holds waivers for the ASA and CERA certifications.

  14、 The Institute of Chartered Accountants in England and Wales (ICAEW)英格蘭和威爾士特許會計師協(xié)會(ICAEW)

  英格蘭和威爾士特許會計師協(xié)會會授予6個學(xué)分給CFA持證人,3個學(xué)分被授予證書級別的考試(會計,管理信息和商務(wù)金融);3學(xué)分被授予專業(yè)等級的考試(財務(wù)會計與報告,金融管理和經(jīng)營戰(zhàn)略)的考試。

  The ICAEW is a professional membership organization that promotes, develops and supports chartered accountants around the world.

  The ICAEW has awarded credit to CFA charterholders for six of ICAEW’s Certificate and Professional Level (CPL) exams. Three credits have been awarded for Certificate Level (Accounting, Management Information, and Business and Finance) and three have been awarded for Professional Level (Financial Accounting and Reporting, Financial Management, and Business Strategy) exams.

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