CFA協(xié)會認可的工作經(jīng)驗。申請證書時的工作經(jīng)驗是如何確認的? 如果我中途跳槽了，那以前的工作經(jīng)驗如何確認?難道還要去找老單位?

只需要您現(xiàn)在的雇主對你提交的工作經(jīng)驗簽字認可并推薦您加入CFA協(xié)會，再加上一個CFA資格持有人推薦就可以了加入CFA協(xié)會并獲取CFA頭銜，工作經(jīng)驗可以在考前、考中和考后都可以累計。

申請成為CFA持證人需要多少年的工作經(jīng)驗?

在通過CFA三級考試后，需要4年(48個月)被認可的專業(yè)工作經(jīng)驗，不論是參加CFA考試前、考試中、考試后積累的工作經(jīng)驗，都是被認可的。

被認可的工作經(jīng)驗有哪些?

認可的工作經(jīng)驗包括：直接參與投資決策過程或者為投資決策過程提供支持等相關(guān)工作。

參見以下職位列表和相關(guān)工作經(jīng)驗的描述：

職位列表舉例

職位本身的名稱不能直接決定是否被CFA協(xié)會認可，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)，亦可提供詳細的工作經(jīng)驗給CFA協(xié)會，也是被認可的。

工作職位列表：

Accountant

Actuary

Auditor

Compliance analyst/officer

Consultant

Corporate chief financial officer

Corporate finance analyst

Client service representative or relationship

manager

Derivatives analyst

Economist

Financial adviser

Financial journalist/editor

Institutional sales professional/business

development (buy and sell side)

Investment banking analyst

Investment consultant

Investment strategist

Investor relations

Mutual fund sales

Portfolio administrator

Portfolio manager

Private client investment adviser

Product/software developer

Professor/instructor

Quantitative investment or risk analyst

Real estate investment manager

Regulator

Securities trader

Securities underwriter

Security/investment analyst

Supervisor of investment firm

Valuator of closely held business

Venture capital analyst

工作經(jīng)驗描述

You must spend at least 50% of your time in the investment decision-making process in order for your work experience to qualify. Keep in mind that there are no "good" or "bad" job titles. Just tell us how your experience relates to the investment decision-making process and be as descriptive as possible.

Job Title

Work Experience Description

Descriptive Enough?

Portfolio Manager

Rebalance high-net-worth clients" portfolios by trading short-term assets and pooled funds. Analyze and evaluate client performance reports.

Yes

Rebalance portfolios; perform reporting.

No (too brief)

Securities Underwriter

Prepare financial models based on reviewed information; participate in the valuation and decision-making process; analyze fundamental and value acquisition targets for clients.

Yes

My company provides risk analysis and financial planning for customers.

No (does not describe job duties

Auditor

I perform financial statement audits of investment companies and in the process test the custody and pricing of the portfolios. Used Bloomberg and learned the accounting of several security types, including equities, bonds, options, and futures.

Yes

Review the internal control processes to ensure compliance with the requirements of the Sarbanes-Oxley Act and recommend process improvements. Perform non-SOX-related financial and operational audits on businesses to identify control and process weaknesses and recommend process improvements.

No (does not add value to the investment decision-making process)

Quantitative Investment Analyst

As a financial engineer in an asset management company, I am responsible for evaluating product development and using quantitative methods and tools to recommend asset

allocations, construct portfolios, and perform derivative analysis.

Yes

My work is related to product design and quantitative analysis.

No (too brief)

Consultant

I am a management consultant to the financial services industry, working with risk management functions, assisting clients in developing and refining statistically based credit risk models covering a diverse range of portfolios.

Yes

Management consulting for the financial services industry.

No (too brief)

Actuary

I perform projections, cash flow analysis, and durational analysis of individual health insurance policies. These activities have a direct bearing on the investments chosen to back the reserves for these blocks of business.

Yes

Support annual actuarial valuation process. Benefit calculations.

No (does not add value)

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