The main employment of CFA: 3 major departments Investment banking department: the primary market, the initial public offering of the company's stock, the first public trading of the company's stock in the stock market, mergers and acquisitions; mergers and acquisitions CFA content and role Level 1 financial analysis Level 2: asset pricing Level 3: portfolio
Management investment banking department: primary market enterprise IPO, M&A and other financing activities CFA role: primary and secondary financial analysis and pricing Talent requirements: very smart; 2. Knowledge background; 3. Financial knowledge Asset management department: fund management
Including investment in the primary market or secondary market Brokerage Business Department: Secondary market investment includes stock sales and research CFA role for sales: Level 1, Level 2, understand the pricing factors of listed companies, explain to customers Research: Level 1
, Level 2, financial analysis, forecast, listed company pricing researcher, analyst (top three, condition 1 curiosity 2 new ideas "Valuation, Modeling; FSA") Asset Management Department: high pressure, strong comprehensive ability fund manager
Asset management includes investment in the primary market or secondary market issuance market and circulation market. CFA functions Level 1: Financial analysis Level 2: Asset pricing stocks, bonds, derivatives, other investment products (stock index, futures) Level 3: Portfolio management business
Bank Corporate Business Department, Personal Business Department, Treasury Department, Corporate Business Department - Corporate Business Department, long-term loans, short-term loans, deciding whether to borrow (Level 1), Level 2, giving in-depth opinions CFA Level 1, Level 2: Financial analysis is very helpful
Personal Business Department - Personal Finance, Private Banking, Personal Deposits, Remittances. The role of CFA in Personal Finance: Investment management in personal finance. Understand the nature and risks of each investment product, and provide financial management for customers. Main products: stocks, fixed income, derivatives. CFA Level 1
, Level 2 and Level 3: Asset product pricing and portfolio management Capital Department: Capital utilization Foreign exchange products New product design: derivatives, structured products