Introduce Cfa from different aspects.
1. Judging from the gold content of CFA certificate,
As we know, CFA certificate has a high gold content. First of all, it covers a wide range of disciplines, which makes the holder have a broad international financial vision, and the financial knowledge reserve is beyond the reach of ordinary financiers. Moreover, CFA certificate CFA is mainly aimed at securities companies and investment companies, where it is well treated.
2. From the content of CFA exam.
CFA is probably the certificate with the largest number of people in the financial industry, covering almost all fields of the financial industry. Suitable for non-financial majors and financial majors. However, CFA's test sites are wide but not specialized. For financial professionals and people who invest in financial management, they can only learn simply. However, CFA has complete knowledge points and is very suitable for systematic learning.
3. According to CFA application requirements,
CFA Association, as a certificate with high gold content in the international financial field, screened a group of talents from the threshold of applying for CFA examination. If you need to apply for CFA exam, you must meet one of the following qualifications or work experience:
1) undergraduates
The examination window you choose must be 23 months or less before the graduation month of bachelor's degree or equivalent courses. Understand that you must complete the degree course before taking the Level 2 exam.
2) Bachelor's degree
Complete a bachelor's degree program or equivalent and obtain a college/university degree. If you are not sure whether your courses are comparable, please consult your college or university.
3) Professional work experience
Have 4,000 hours of work experience and/or higher education, and have obtained it for at least three consecutive years, and completed it before the registration date of Grade I examination. The dates of education and professional work experience cannot overlap. If you have work experience combined with higher education to reach the minimum number of hours and years, it is assumed that higher education needs 1 000 hours every year.
Professional work experience does not need to be related to investment. If the internship/article is paid, accept it. Only when you get paid professional experience can your own business or family business work experience be considered qualified.
What do financial analysts mainly do?
Financial analysts can be subdivided into the following categories:
Securities analyst (or stock analyst): analyze securities and stock markets;
Foreign exchange analyst
gold analyst
Rating analyst: rating the credit ratings of _ countries or institutions, such as Moody's, Standard & Poor's and Fitch International.
Risk analyst
Financial analysts can be divided into two categories according to buyers and sellers. Buyer analysts provide strategic investment analysis for investors. Seller's analysts provide relevant consultation for financial service sales agents. Financial analysts usually have their own professional fields, including regions (such as the Middle East and North America), industries or industries (such as energy and IT) and products (such as foreign exchange and futures).
Investment is becoming more and more global, which requires financial analysts to master not only the skills related to financial analysis, but also the language, economic situation, culture and customs of relevant regions.
The job content of a financial analyst
(1) Stock analysts look at stock or market data, trying to find trends and provide investment advice and information for the company.
In China, foreign exchange analysts pay more attention to macro aspects such as economic conditions and monetary policies of major currency countries, and at the same time study technical analysis to provide investment reference for their clients or students.
(2) The buyer's analyst reports to the fund manager and discovers potential investment opportunities. They collect financial statements and other market data to predict which companies are the best investment opportunities in the market. Their report will quantitatively analyze the data to support the conclusion.
(3) Seller analysts help investment banks decide which companies are suitable for listing.