CFA is a chartered financial analyst qualification examination established by American Investment Management and Research Association (AIMR) on 1963. The exam is held twice a year, which is one of the largest professional exams in the world, and it is also a professional title generally recognized by the securities investment and management circles in the world today.

? CFA？

This course is based on the practice of investment industry. To become a CFA, you must pass the global unified examination proposed and organized by the American Investment Management and Research Association. There are three grades: beginning, middle and high. Each person can only apply for one grade each year. Only those who have passed all the Level 3 exams and have 4 years of financial experience can finally obtain the qualification certificate.

Certificate 2: FRM Financial Risk Manager

Financial Risk Manager (FRM) is the top authoritative international qualification certification in the field of financial risk management, established by GARP. GARP helps risk groups make more informed risk decisions by "creating a culture of risk awareness".

For FRM certification, GARP organizes proposition, examination and certification, emphasizes the introduction of necessary knowledge system of risk management analysis and decision-making, and adopts English examination. FRM is the national vocational qualification certificate of China approved by Ministry of Human Resources and Social Security, and it is headed by the Vocational Skills Appraisal Institute. GARP is one of the largest financial association organizations in the world, with 48,000 FRM holders and more than 65,438+050,000 members from more than 65,438+050 countries, mainly serving more than 7,500 banks, securities companies, academic institutions, government management agencies, asset management agencies, insurance companies and non-financial companies.

Certificate 3: CPA Certified Public Accountant

A certified public accountant refers to a person who has passed the CPA qualification examination, obtained the CPA certificate and practiced in an accounting firm. The subjects of CPA examination are accounting, auditing, financial cost management, economic law, tax law and strategy, and risk management.

Internationally, accountants generally refer to certified public accountants, and certified public accountants refer to professionals engaged in social auditing, intermediary auditing and independent auditing. In other countries, the Institute of Certified Public Accountants, such as Canada's CGA? , AICPA in the United States, the Australian Institute of Accountants in Australia, and ACCA in chartered certified accountants in the United Kingdom, instead of the accountant with intermediate title in China.

Certificate 4: CIIA Certified International Investment Analyst

Certified international investment analyst?

The qualification of analyst (CIIA) is one of the most internationally influential professional qualifications in the field of global investment analysis, and it is registered by the International Association of Investment Analysts (CIIA).

Certification? International investment analyst, ACIIA) unified management.

The Institute of Certified International Investment Analysts was established in June 2000. Its main purpose is to establish an international professional title evaluation plan, carry out the international level examination for investment analysts, and issue the qualification of CIIA. At present, analyst associations in nearly 30 countries and regions, including China, are members.

Certificate 5: qualification certificate for futures business.

The full name of the qualification certificate of futures practitioners is the qualification examination certificate of futures practitioners, which refers to the entry examination of the entry nature of futures practitioners and is also the national vocational qualification examination. The examination is supervised and guided by China Securities Regulatory Commission, sponsored by China Futures Association and specifically undertaken by ATA Company.

Certificate 6: Securities qualification certificate

Securities qualification is the abbreviation of qualification examination for securities practitioners. This certificate is a national qualification examination and a qualification certificate for national financial institutions. The qualification examination for securities practitioners is an introductory examination for engaging in the securities industry.

With the rapid development of the securities market, the new qualification management system for securities practitioners clearly stipulates that professionals engaged in securities business in securities companies, fund management companies, fund custody institutions, fund sales institutions, securities investment consulting institutions, securities credit evaluation institutions and other institutions engaged in securities business recognized by the China Securities Regulatory Commission must obtain qualification certificates, and even for personal financial needs, it is very necessary to participate in this training.

Certificate 7: Chinese actuary

Actuarial work in China has been implemented since 1999. From June, 5438 to February, 2000, China Insurance Regulatory Commission held six courses of Chinese actuary qualification examination for the first time, and 474 people signed up. China actuarial examination has test sites in Beijing, Tianjin, Shanghai, Wuhan, Guangzhou, Chengdu and other cities. Bachelor degree or above or equivalent can apply.

Following international practice, China's actuary qualification examination is divided into two levels: quasi-actuary and actuary. The content of quasi-actuary examination is the actuarial theory and skills that actuaries must master. Actuarial examination needs actuarial practice, involving financial accounting system, social security system, insurance laws and regulations, etc.

There are 8 courses for quasi-actuaries and 5 courses for working actuaries. Only when the quasi-actuary examination and the positive actuary examination courses are all passed, and you have certain practical experience, can you get the positive actuary qualification certificate.