Professional qualification certification in the field of securities investment and management

[Gold content of certificate]

CFA exam is called "the first exam of global finance", and the certificate is issued by American Investment Management and Research Association (AIMR). It is recognized as the highest certificate in the financial and securities industry in the United States and even the world, and it is also a necessary certificate for analysts of American heavyweight financial institutions. As far as salary is concerned: $654.38 +0.9 million; British $200,000; Singapore 1 13000 USD; Hk 136000 yuan; Canadian $65,438+008,000, China's existing figure is $65,438+049,000, and the global average is $65,438+078,000.

[Scope of Certification] Universal

(CFA's certification pass rate is one-fifth in the world, and it is lower in China. )

[Application conditions] Have a bachelor's degree or above or equivalent professional level, and have accumulated 4 years of university study and full-time work experience.

[Examination Points] The holder is required to establish a strict and extensive financial knowledge system and master the theoretical and practical knowledge in all core areas of the financial investment industry, including portfolio management, financial asset valuation, derivative securities to fixed-income securities, quantitative analysis, etc.

[Examination subjects] Professional ethics, quantitative analysis, economics, financial statement analysis, corporate finance, fixed income securities analysis, equity investment analysis, derivative instrument analysis and application, other investment analysis, and portfolio management.

[Registration time] The registration time for the June exam ends in February; Registration for the 65438+February exam ends in August.

[Examination fee] The registration fee is about $440, including the original textbooks. The average examination fee is about $65,438+0,300, and it takes about RMB 20,000-30,000 to complete the Level 3 examination.

[Examination time] CFA Level 1 examination is held twice a year, on the first Saturday of June and 65438+February respectively; Level 2 and Level 3 exams are held once a year on the first Saturday of June every year.

[Examination place] Examination place in June: Beijing, Shanghai, Guangzhou, Nanjing, Chengdu, Tianjin, Shenzhen and Wuhan; 65438+February Examination Location: Beijing, Shanghai and Guangzhou.

[Examination Language] All English

Certified Public Accountant

[Industry] Audit, accounting consulting and accounting service professional qualification certification.

[Gold content of certificate]

Higher recognition is a necessary condition for obtaining the qualification of certified public accountants in China. The annual salary of the holder ranges from 1 to 300,000 yuan.

[Scope of Certification] Chinese mainland

There are two stages in the classification of grades, which need to be passed step by step.

[Requirements] College degree or above, or intermediate or above technical title in accounting or related major.

[Examination Focus] Review the accounting statements of enterprises and issue audit reports; Verify the capital of the enterprise and issue a capital verification report; Handle the audit business in matters of enterprise merger, division and liquidation, and issue relevant reports; Other audit services as stipulated by laws and administrative regulations.

[Examination subjects] Professional stage examination subjects: accounting, auditing, financial cost management, corporate strategy and risk management, economic law and tax law; Comprehensive stage examination subjects: comprehensive test of professional ability (paper 1 and paper 2)

[Registration time] March or April

[Examination Time] Every August-10

[Examination place] Comprehensive examination places are arranged in municipalities directly under the Central Government and provincial capital cities, and professional examination places are arranged in examination areas set up by provinces, autonomous regions and municipalities directly under the Central Government. You will be given a choice when signing up, which is based on the information on the admission ticket.

[Examination Language] Chinese

Chartered wealth manager

[Industry] Franchised financial managers mainly provide all-round financial advice to individuals by mastering the characteristics of various financial products related to personal financial management and scientific financial management methods, formulate financial management plans according to customers' property scale, income targets and risk tolerance, and make timely adjustments according to changes in the financial market.

[Gold content of certificate]

This certificate, also known as the "Gold Qualification Certificate", is the only wealth management certificate with royal franchise qualification, ranking the highest in the field of securities investment in Europe and America. The Chartered Securities and Investment Association (CISI) of Shanghai University of Finance and Economics is responsible for examination arrangement and certificate issuance.

[Classification] Level 3 (International Certificate of Wealth and Investment Management, International Certificate of Advanced Wealth Management, Chartered Wealth Manager)

[Requirements] Bachelor degree, engaged in finance and related fields for 2 years; Have a college degree and have worked in finance and related fields for 5 years.

[Examination Focus] The CWM certification examination is divided into two parts: case defense and closed-book examination. Case defense mainly examines candidates' ability to solve practical problems in the process of wealth management and their ability to communicate directly with customers. Closed-book examination includes two parts: the foundation of wealth management and the practice of wealth management, which tests the mastery and calculation ability of wealth management professional knowledge.

[Examination subjects] Psychology of the rich, advanced financial marketing, new trend of wealth management, customer relationship management practice, wealth management products and risk management, investment valuation and technical analysis, asset management, financial statement analysis, investment strategy from the perspective of large cycle, investment banking and tax planning.

[Registration time] You can register after the course.

[Examination time] It will be conducted within one week after the end of the course.

[Examination Language] Chinese/English

[Examination Duration] 2.5 hours/subject

Certified Valuation Analyst (CVA)

[Industry] Professional qualification certification of enterprise value evaluation and project investment decision-making industry

[Gold content of certificate]

CVA certificate is biased towards skill certification. CVA's knowledge is close to CFA's level, but it pays more attention to practical analysis and operation skills, so it is more practical in practical work. CVA can be used as a bonus item, but it is not a key item.

[Scope of Certification] Chinese mainland and Hongkong

[Requirements] Relevant employees with college degree or above or students with college degree or above.

[Examination Focus] It is required to master the financial analysis and enterprise valuation methods commonly used by institutions, and be proficient in corporate financial forecasting and valuation modeling, project investment decision modeling, valuation modeling of listed companies, and valuation modeling of mergers and acquisitions and equity investments.