CFP exam application conditions CFP is the abbreviation of international financial planner, "international financial planner". The application conditions are as follows: (anyone who meets any of the following conditions can apply) college students and graduate students; College graduates of related majors; Relevant employees of financial institutions.
What is the CFA CFA exam certificate? It is an internationally accepted professional qualification certification for financial investment practitioners. After passing the examination, the certificate is recognized as the highest certification in the financial and securities industry in the United States and even the world, and it is also a necessary certificate for analysts of American heavyweight financial institutions.
CFA exam is divided into three stages: Level 1, Level 2 and Level 3. Only by passing the previous stage of the exam can you take the next stage of the exam. The first-level examination is held once a year in June and 65438+February; Level 2 and Level 3 exams are held simultaneously in June every year.
Those who take the first-stage examination must meet the following conditions: they have a bachelor's degree or above with equivalent professional level, and their majors are not limited; University years of study and full-time work experience total four years; If the applicant does not have a bachelor's degree, but has a considerable professional level, it can also be accepted as a candidate. CFA Institute uses work experience to evaluate the professional level of applicants. Generally speaking, four years of work experience is considered as a substitute for a bachelor's degree. These four years of work experience is not necessarily related to investment, as long as it is legal, full-time and professional; Students in the fourth year of college can take the exam in the last academic year.