[Certificate Menu]
0 1. financial risk manager FRM
02. localized financial risk manager CFRM
03. Association of Actuaries of North America
04. Association of Actuaries
05. Certified International Investment Analyst CIIA
06. Financial Advisor RFC
07. Chartered Financial Manager CWM
08.CQF International Quantitative Financial Engineering Certification
09. Qualification certificate of futures practitioners
10. Qualification certificate of securities practitioners
1 1. International financial planner ·CFP
12. Certified Financial Analyst CFA
0 1. financial risk manager FRM
Known as the "most trusted certificate", the GARP Association of the United States organizes propositions, exams and issues certificates. It is held in cities around the world 1 many countries 1 1 every year, with a global pass rate of about 50%.
Examination content:
FRM English test, starting from 20 10, is divided into two levels from one level-
FRM level 1 exam:
* The basis of risk management
* Quantitative analysis
:: Financial markets and products
:: Risk modeling
FRM level 2 exam:
:: Market risk management and measurement
* Credit risk measurement and management
:: Operational and integrated risk measurement and management
:: Risk management and investment management
:: Current problems in financial markets
The examination time is in May and 1 1 respectively.
Application conditions:
The application conditions are relatively relaxed, and there are no restrictions on candidates' academic qualifications and industries. College students can also apply. At present, the inspectors mainly include risk controllers of financial institutions, auditors of financial institutions, asset managers, fund managers, financial traders (brokers), investment bankers, commercial banks, risk technology operators, risk consultants, corporate accounting and auditing departments, CFO, MIS and CIO. Most mainly serve large enterprises and financial workers.
Certificate acquisition:
Candidates who have reached the standard in FRM examination, have at least two years of working experience in financial risk management or trade, investment management, economy, auditing and other related fields, and are GARP members, can obtain FRM qualification certificates.
02. localized financial risk manager CFRM
For FRM, we must have CFRM, just like SSCI and CSSCI.
On the one hand, the international authority certification of financial risk managers mainly comes from the United States, which is suitable for China's national conditions. On the other hand, the language barrier caused by poor English. A large number of domestic financial talents with practical experience are blocked from the threshold of international financial risk managers because of language and other reasons. Thus, CFRM came into being.
Examination content:
You must complete two parts of the exam in one day, two and a half hours in the morning and two and a half hours in the afternoon (150 minutes): each part of the exam contains 100 multiple-choice questions.
Application conditions:
Anyone who wants to develop and improve financial risk management skills can apply.
Certificate acquisition:
Pass the CFRM exam with qualified results; Agree to and abide by the ethics stipulated in the professional standards of the Hong Kong Institute of Certified Public Accountants; Register as a candidate of the Hong Kong Society of Accountants; Complete the training course with at least 144 credits provided by the course supplier recognized by the association; The financial industry requires at least two years of experience in financial risk management or related fields.
03. Association of Actuaries of North America
Because actuaries are a highly professional profession, they generally need to pass the qualification examination to determine their qualifications. The internationally renowned actuarial societies are: North American Actuarial Society, British Actuarial Society, Japanese Actuarial Society and Actuarial Society. Different actuarial societies have different qualification certification and examination courses and systems. Among them, the Association of Actuaries (SOA), the largest, most representative and authoritative organization in the world, enjoys a high reputation.
Examination content:
English test questions are objective questions from the first stage. The second stage has objective questions and subjective questions.
Applicants need to earn 300 credits to qualify as quasi-actuaries. Quasi-actuaries have to pass 100 series and 200 series exams, of which 100 series exam * * has 200 credits, generally multiple-choice questions, and 200 series exam * * has 100 credits, generally test questions.
Application conditions:
Bachelor degree or above (equivalent degree recognized by the state) ~
Certificate acquisition:
Actuarial qualifications of the Association of Actuaries of North America are divided into two levels: formal actuary (FSA) qualification and quasi-actuary (ASA) qualification. After obtaining the qualification of Associate Actuary (ASA), you can take the qualification examination of Actuary (FSA). To qualify as an actuary, you need to obtain 450 credits.
The full score in the exam is 10, and the passing score is 6. The passing score is determined by SOA ranking all candidates according to their scores. After completing all courses of ASA or FSA, SOA will issue qualification certificates.
04. Association of Actuaries
This is also a localized certificate. The difficulty and charge are definitely lower than a little. We usually call it "Chinese actuary".
Examination content:
The purpose of quasi-actuarial examination is to examine candidates' mastery of basic actuarial principles and skills, which involves the practice of basic actuarial science. There are 9 exam courses, all of which are compulsory.
Actuary examination course *** 10, including 3 compulsory courses and 7 elective courses. Candidates must pass 3 compulsory courses and 2 elective courses. The contents of the three compulsory courses mainly involve the management, finance, investment, insurance regulations, taxation and financial system of insurance companies in China. Two elective courses are different directions of insurance business.
If you pass SOA in some subjects, you can be exempted from the exam in middle school ~
Application conditions:
Bachelor degree or above is enough ~
Certificate acquisition:
Candidates who have obtained the qualification of quasi-actuary can only obtain the Certificate of Qualified Actuary Examination if they have passed five actuarial courses and met the relevant actuarial professional training requirements.
It should be emphasized that those who have obtained the Certificate of Actuarial Examination need to apply specially, and can practice in commercial insurance institutions in the name of "actuary" after approval.
05. Certified International Investment Analyst CIIA
The examination is an advanced international certification qualification examination tailored by the registered international investment analysts association (ACIIA) for practitioners in the financial and investment fields. Those who have passed the CIIA exam can be awarded the CIIA title by the International Association of Certified Investment Analysts if they have more than three years of relevant work experience in financial analysis, asset management and/or investment.
Examination content:
The final exam for certified international investment analysts is divided into two articles, each of which is three hours, and * * * is six hours. The first paper includes corporate finance, economics, financial accounting and statement analysis, stock valuation evaluation and analysis; The second paper includes the valuation and analysis of fixed income securities, the valuation and analysis of derivative products, and portfolio management. Ordinary candidates should pass the exam twice within five years after registration, and EQC candidates should pass the exam twice within three years.
Application conditions:
Bachelor degree or above is enough ~
Certificate acquisition:
Candidates who have passed the CIIA examination can apply to become a registered member of CIIA in China, and obtain the ACIIA certificate jointly issued by China Securities Association and ACIIA, which is recognized by ACIIA and its member institutions. The list and personal data of registered members of China CIIA will be published on the website of the association. Registered members of China CIIA can participate in related activities organized by the Association and enjoy other related services provided by the Association.
06. Financial Advisor RFC
Financial advisor is similar to the financial planner proposed in China at present, but financial advisor (RFC) is a well-known authentication system recognized by all countries in the world. Its main responsibility is to help families and individuals make reasonable consumption, savings, investment, insurance and future financial planning.
Examination content:
Economics, investment, risk management, tax law, all-round financial planning, ***5 courses. The first four exams take 50 minutes in each subject, with 50 multiple-choice questions, and the fifth exam takes 70 minutes, with 45 multiple-choice questions+1 question and answer.
Application conditions:
Bachelor degree or above (equivalent degree recognized by the state), join the association.
Certificate acquisition:
Referring to the RFC standard certification course, I passed five professional tests and submitted a case report. After passing the teacher's examination, I applied for certification. The IARFC qualification certificate was issued by the International Association of Certified Financial Advisers (IARFC), which requires at least 40 hours of continuing education on financial planning every year.
07. Chartered Financial Manager CWM
A chartered wealth manager (CWM) is different from a financial planner (CFP) who entered China in advance. They take different positions and there will be no contradiction or conflict in the implementation of the market.
Franchise financial managers mainly master the characteristics of various financial products related to personal financial management and scientific financial management methods. Franchised financial managers provide individuals with all-round financial advice, make financial plans according to customers' property scale, income targets and risk tolerance, and make timely adjustments according to changes in financial markets.
CWM certificate is quite authoritative in the banking industry. According to a survey, CWM certificate holders account for the highest proportion of Bank of America employees. In addition, the knowledge systems of CWM and CFP are interoperable, and CWM certificate holders can apply for CFP certificates after completing the required courses.
Examination content:
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. The closed-book exam consists of two parts: the foundation of wealth management and the practice of wealth management. There are ***25 questions, all multiple-choice questions. It is to use Chinese and English (this is good) to test candidates' mastery and calculation ability of wealth management expertise.
Application conditions:
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.
Certificate acquisition:
Participants who take part in the training and pass the exam will receive the certificate of Chartered Wealth Manager (CWM) issued by the American Institute of Financial Management+one-year membership of the American Institute of Financial Management.
08.CQF International Quantitative Financial Engineering Certification
The International Quantitative Financial Engineering Certification was designed and launched by an internationally renowned team of quantitative financial experts, including Dr. Paul Wilmott, a researcher at the Royal Academy of Sciences and the founder of hedge funds.
Examination content:
The CQF course consists of six modules: the cornerstone of quantitative financial engineering theory and practice, risk and return, stocks, currency and commodity derivatives, interest rates and products, advanced course I and advanced course II. Teaching forms are divided into three forms: classroom teaching, discussion and computer practice. Students should finish last week's homework before the next class. All courses * * * take 24 weeks to complete.
Application conditions:
CQF students should have a strong interest in finance and have certain analytical skills. CQF requires students to have a certain level of mathematics (English level is not enough, but also mathematics, and the admission conditions are not only "harsh" but also harsh).
Registration form in Chinese and English, copy of ID card, academic degree certificate, English proficiency certificate (not required) and other relevant qualification certificates are required. Students who enjoy the "Campus Aid Program" must provide proof of attendance at school.
After the training institution has passed the preliminary examination, it will send an email to confirm the exam, and issue a math exam and study guidance.
Feedback the math exam answers (indicating the calculation process in WORD form) to the training department by mail, fax or email within one week.
The training department is audited by CQF headquarters in the UK. Review application forms, ID cards, various certificates, and answers to math exams. After passing the exam, mail the confirmation letter and admission ticket.
Certificate acquisition:
After passing the exam, the certificate will be issued by CQF headquarters in the UK.
09. Qualification certificate of futures practitioners
The qualification examination for futures practitioners is an introductory examination for futures practitioners and a national qualification examination. The examination is sponsored by China Futures Association, and the examination work is specifically undertaken by ATA Company.
Examination content:
The qualification examination for futures practitioners consists of two subjects: "Basic knowledge of futures" and "Basis of futures and derivatives". Closed book, computer exam.
Application conditions:
At least 18 years old, with full capacity for civil conduct, with high school education or above ~
Certificate acquisition:
The validity period of individual subjects is the current year and the next two years. After passing two exams, you will get a certificate of achievement, which will be valid for a long time and be managed electronically. Candidates can check or print the result certificate on the website of China Futures Association. After obtaining the certificate of achievement, candidates can apply to China Futures Association for qualification if they work in an operating institution engaged in futures business.
10. Qualification certificate of securities practitioners
It is an "introductory" exam, and it is the first level to engage in the securities profession. The securities qualification certificate is also called the access certificate of the securities industry.
Examination content:
Professional subjects include basic laws and regulations of securities market and basic knowledge of financial market! The national unified examination is closed and the computer examination is adopted. The examination time is determined by the Securities Industry Association every year, and all the qualification examinations have been registered online, and the students are assessed by means of national unified examination and closed book.
Application conditions:
People at home and abroad who have reached the age of 18, have a high school education or above and have full capacity for civil conduct.
1 1. International financial planner ·CFP
At present, one of the authoritative financial advisor certification programs in the world is sponsored by the International Association of Financial Planners (IAFP). Its talent training direction is to provide financial planners for customers, provide comprehensive financial advice including all aspects of life according to their asset status and risk preference, find the most suitable financial management method, and ensure the preservation and appreciation of assets. At present, China has set up a financial planner standards committee and introduced CFP-related examinations and standards to China. It adopts two-level authentication system, namely, financial planner (AFP for short, equivalent to the title of "assistant") and international financial planner (CFP for short), which is more in line with the local characteristics of China.
Examination content:
CFP certification includes several steps such as training, professional examination and professional ethics evaluation. Among them, the professional examination includes six modules: introduction to financial planning, investment planning, insurance planning, tax planning, retirement planning and employee benefits, and advanced financial planning, all in English.
Application conditions:
You need to have some financial knowledge and basic knowledge of English, as well as working experience in banking, funds, insurance, securities and other related financial industries.
The conditions for starting registration are-
(1) has a college degree, has been engaged in this profession for more than 4 years before the application, and has been trained by a financial planner to reach the standard hours, and has obtained a certificate of completion;
(2) Obtained a bachelor's degree in related majors, engaged in his own work for more than 3 years before the declaration, and reached the standard hours after training by financial planners, and obtained a certificate of completion;
(3) Obtain a master's degree in related majors, have been engaged in their own work for more than 1 year before application, and have been trained by financial planners to reach the standard hours, and obtain a certificate of completion.
The application conditions for advanced CFP are-
(1) Having a college degree or a bachelor's degree, having worked as a financial planner for more than 5 years after obtaining the professional qualification certificate of the financial planner, having been trained by a senior financial planner to reach the required standard hours and having obtained a certificate of completion.
(2) Having a master's degree in non-financial major, having worked as a financial planner for more than 3 years continuously after obtaining the qualification certificate of financial planner, and having achieved certain work achievements (including research achievements, award-winning achievements and papers), having been formally trained by a senior financial planner to reach the required standard hours, and having obtained a certificate of completion.
(3) Obtain a master's degree or above in finance or a doctorate in other specialties, obtain a qualification certificate for financial planners, have been engaged in financial planners for more than 2 years, and have achieved certain work results (including research results, reward results and papers), and have been trained by senior financial planners to reach the required standard hours, and obtain a certificate of completion.
Certificate acquisition:
After passing the examination, the International Association of Financial Planners (IAFP) will issue a certificate.
12. Certified Financial Analyst CFA
It is said to be the "gold standard" of the investment community and is called "the first test of global finance". Obtaining CFA certification is not only helpful for individuals to enter the high-paying financial industry, but also an important guarantee for career promotion. As the "gold standard" of the investment industry, CFA holders are in great demand. Every year, more than 65,438+04,000 people in Chinese mainland take the Level I, II and III exams, and this figure is basically the same in Hong Kong. There are more and more people taking CFA exams, but the average passing rate over the years is around 35%. In other words, this pass rate is not low ~
Examination content:
Including training, professional examination, professional ethics assessment and other steps. Among them, the professional examination includes six modules: introduction to financial planning, investment planning, insurance planning, tax planning, retirement planning and employee welfare, and advanced financial planning.
Application conditions:
Relevant employees with college education or above (seniors can participate).
This exam must be taken from level one, level two and level three in turn.
Certificate acquisition:
Those who pass CFA Advanced Level Examination must have at least 3 years working experience in finance, investment, management and other fields, and be members of AIMR to be eligible for CFA certificate.
Financial certificates are everywhere. Which is your true love? No matter what kind of certificate it is, if it is useful for your career development, do it as soon as possible! Don't miss your future.