Financial analyst is a professional title in the field of securities investment and management. CFA is the abbreviation of "Charter Financialana-lyst-lyst", which is a professional title in the field of securities investment and management. Distributed in securities companies, commercial banks, insurance companies and investment institutions. Founded by the American Institute of Certified Financial Analysts (ICFA). The college was first established by FAF (American Association of Financial Analysts) in Charlottesville, Virginia, together with the city of Foer and the University of Virginia in June.
At present, there is only the CETTIC financial analyst training certificate project carried out by Ministry of Human Resources and Social Security China Employment Training Technical Guidance Center on 20 13, which is mainly aimed at the vocational training certificate of domestic financial industry practitioners.
Work content editing
① Cultivate professional institutional investors;
② The management of open-end funds and the establishment and operation of GEM;
③ Management of insurance funds and pension funds;
(4) Share-holding and asset securitization of commercial banks;
⑤ Stock index, futures analysis and venture capital management are also its work fields. Collect the information of the research object, conduct analysis and research on its products, and provide analysis and research and investment value reports; Track the changes of the research object, dynamically judge the changes of the investment value of the research object in time, make the expected return on investment and risk analysis, and adjust the investment operation suggestions; Design, negotiation, signing, issuance and maintenance of various wealth management products publicly issued; Develop new customers through various contact methods and keep in touch with old customers; Responsible for completing financial products
Open account orders and answer customer questions; Feedback customers' opinions in time and grasp market trends.
Editing of declaration conditions
(Meet one of the following conditions)
I. Assistant Financial Analyst
1, bachelor degree or above or equivalent;
2. Graduates with college degree or above or equivalent and relevant practical experience;
Second, financial analysts.
1, has passed the qualification certification of assistant financial analyst;
2. Graduates with postgraduate education or equivalent;
3. Bachelor degree or above or equivalent and engaged in related work for more than one year;
4. College degree or above or equivalent and engaged in related work for more than two years.
Three. Senior financial analyst
1. Persons who have passed the qualification certification of financial analysts;
2. Graduate degree or above or equivalent and engaged in related work for more than one year;
3. Bachelor degree or above or equivalent and engaged in related work for more than two years;
4. College degree or above or equivalent and engaged in related work for more than three years.