CFA on a business card can create five minutes of marketing value and make customers have a good first impression on you. Admittedly, you don't have to do research to get into CFA. If you can work in the securities brokerage business department or the bank loan department and get in touch with existing valuable customers, you can make use of what CFA has learned and give full play to your advantages.

At present, CFA and FRM holders are preferred in the recruitment information of many major financial institutions, such as banks, funds, trusts and brokerages. The leaders of major financial institutions or employees in core departments are CFA holders. It can be seen that obtaining CFA is also very helpful for staff to find jobs in the future, and it can also provide a good opportunity to expand their contacts during their study.

CFA holder's application needs to meet the conditions.

1, pass three CFA exam grades in turn;

2. Have four years or more professional working experience in investment decision-making process recognized by CFA; Submit industry recommendation letter and professional ethics statement; 3. Apply to join CFA and its association;

Does it take four years (48 months) investment-related work experience to become a CFA franchisee?

When you apply to become a full member of CFA Institute, you will be required to prove that your work experience meets the following conditions.

1, work experience needs to involve:

A. Evaluate or use financial, economic or statistical data to provide decision-making basis for investment operation; Involving securities or similar investment work (such as public listing and private placement of stocks, bonds, mortgage loans and their derivatives; Derivatives based on precious commodities and mutual funds; Commodities and other investment assets, such as real estate and commodities, diversified investment portfolio, portfolio of securities, etc. ).

B engage in or participate in the design of investment products, provide them with professional and valuable information, directly participate in or support the investment decision-making process and other related work.

C. supervision, management or guidance; Or directly or indirectly conduct business investment activities;

D. consulting and teaching guidance on investment activities. The job title itself cannot directly determine whether it is recognized by CFA Institute, mainly because more than 50% of the work involved in daily work must be related to investment decisions.

If your work is not in the position listed below, but the work involved is related to investment decision-making, you can also provide detailed work experience to CFA Institute, which is also recognized.

2. How to describe work experience:

A. the name of the post submitted to the association for approval;

B. In addition to the post, you need to submit the details of the specific work you are responsible for;

C the scope of the applicant's duties should be clearly stated in each post approved by the association;

D. Applicants need to keep a copy of the application materials in order to update them in time before submitting them to the Association!