CFA is a strict and high-gold qualification certification in the global investment industry, which sets norms and standards for the global investment industry in terms of ethics, professional standards and knowledge system. In 2006, Financial Times magazine compared CFA professional qualification to the "gold standard" of investment professionals.
First, CFA entry requirements are not too high, and many people can achieve it.
CFA registration conditions:
According to the requirements of CFA Institute of Chartered Financial Analysts, you are not limited to major. If you are interested in asset management, investment research, consulting services or investment banking, you can sign up for CFA exam as long as you meet the following conditions:
1. Education requirements: A. Those with a bachelor's degree of 4 years or above can directly register for the exam.
B. Undergraduates can take CFA registration examination within 65438+2 months before graduation.
C, 3 years college education plus 1 year full-time working experience
D, 2 years of college education plus 2 years of full-time working experience
2. Observe professional ethics. In CFA exam, ethics and career planning are very important courses, so we should start from ourselves.
3. Be able to complete the registration and pay the fee;
4. Be able to take the exam in English.
Supplementary explanation:
Education Requirements-Candidates should have a bachelor's degree (or equivalent) when registering for the exam. University two and a half years plus one and a half years working hours; At least four years of qualified senior high school professional work experience; You can also apply for the self-study exam, as long as you have a considerable degree of education and work experience.
Professionally-there are no special restrictions.
English proficiency-There is no special requirement for the English proficiency of candidates in the exam, but because the exam is an all-English paper and answers in all English, the English proficiency of candidates should be based on the correct understanding of the test questions and the correct expression of candidates' views.
Mathematics level-CFA exam requires mathematics, and the difficulty of mathematical analysis in CFA exam is not very high. Generally, 3 is enough, and the focus is on the assessment and application of knowledge related to probability and statistics.
Note: If you need a passport (machine-readable passport) to take CFA exam, other personal identification documents do not meet the requirements of CFA Association. Candidates need to apply for passports before CFA registration. 20 1 9 April1can be handled in different places.
Second, CFA employment direction
The world-renowned institutions with the largest number of CFA employees are Goldman Sachs, Morgan Stanley, JPMorgan Chase, Citigroup, Moody's, Deutsche Bank, Barclays Bank, Credit Suisse, UBS and PricewaterhouseCoopers, as well as leading domestic investment banks such as CICC, CITIC, Galaxy Securities, Guotai Junan, Guangfa Securities, Huatai Securities, Everbright Securities, Guosen Securities and BOC International Securities. 20 10 the top five newly promoted executives are CFA holders, and CFA has become a competency standard in China. CFA's career direction includes: investment bank manager, fund manager, financial manager, project director, CEO, senior fund analyst, fund management director, audit project manager, CEO, tax manager, financing manager, chief cashier, chief financial officer, senior financial settlement manager, senior investment analysis manager, chief financial officer, senior financial settlement manager, securities analyst, chief financial officer, investment consultant, investment banker and trader.
Three hot jobs:
1, investment bank manager.
Among the famous investment banks, there are Goldman Sachs, Morgan Stanley, HSBC Group and UBS Group AG. As an important channel connecting the capital market and the money market, investment banks have played a "catalyst" role in the wave of national stock trading in China.
Among many positions in investment banks, investment bank project managers need strong comprehensive quality. Usually the work pressure is great, but the salary is high. Investment bank manager is definitely a dream job for financiers.
2、VC/PE .
VC/PE is to make equity investment in unlisted enterprises, and then sell shares through merger, listing or management buyback to obtain high profits. Among the top representative offices of PE/VC, foreign capital includes Blackstone, Carlyle, KKR, Sequoia and so on. The local representative organizations are CDH, Hony, Chen Da, China Merchants, Jiuding, etc. Many VC/PEs have made amazing achievements.
3. Securities analyst.
Securities analysts should analyze and study various factors in the securities market and issue the most valuable investment report to investors through professional analysis.
An excellent securities analyst should not only be familiar with the professional knowledge of traditional securities science, but also keep an eye of keeping pace with the times and understand the latest research results of securities investment theories and methods, such as evolutionary securities science and behavioral finance.
I recommend a senior who has already passed CFA. If you don't understand anything about CFA, you can ask her. It can not only solve CFA exam problems, but also collect electronic CFA exam questions and CFA preparation materials. Wechat ID: Ailili 044.
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