Who is the CFA certificate suitable for?
1. Employees in the financial industry
Being friends with brokers, investment managers and investment bank analysts is CFA's first choice. CFA exam * * * is divided into three levels, from shallow to deep. The first level tests the theoretical basis, the second level tests the operation practice, and the third level makes decisions like an investment manager. In the process of learning CFA, you will learn financial knowledge and improve your ability to solve problems. CFA is not only a "certificate", but also represents professionalism and level, and it is easier to win the trust of enterprises and customers.
2. College students
Although CFA is a tall international certificate, the application requirements are not high, and college students can also apply for it. If you study financial economics, or plan to engage in the financial industry after graduation, then CFA is worth taking. If you can pass the CFA Level 1 exam before graduating from college, you can already help college students find a good internship in financial institutions and step into the door of the financial industry.
Introduction to the employment direction of CFA chartered financial analysts
1, commercial bank
The middle office of the bank is mainly risk control credit and risk credit management, which includes market risk, credit risk and operational risk. Business personnel in China and Taiwan should not only have innovative spirit, but also be active and flexible in thinking. At the same time, you should have the bottom line of compliance, understand the policy, and find some better ways to design your products when the policy allows. General product development is more suitable for our CFA staff.
2. Investment banks
An investment bank is what we call a broker. Brokers can also be divided into front desk, middle desk and backstage. Then the front desk of the brokerage firm can be divided into three departments. Most of them are called economic business department, which is the most traditional one for a brokerage firm, mainly relying on handling fees and commissions. Then the second part of the business is investment banking. In recent years, we can see that for some large brokers, the proportion of investment banking business is actually becoming more and more important. Third, employees in asset management industries such as funds or trusts.
In addition, most CFA holders are in the fund, doing fund design and management, which is what we call fund managers.