What certificate does the financial industry need to obtain:
(1) Securities practitioners need to obtain securities qualification certificates; Futures practitioners need to obtain futures qualification certificates; Fund practitioners need to obtain the qualification certificate of fund practice; Bank practitioners obtain bank practitioners' qualification certificates and so on.
(2) The most basic computer ability test: computer grade test. Generally, it is enough to reach the second or third grade.
(3) There are advanced exams, such as chfp (CHFP), cfp (International Financial Planner) and Economist (Intermediate).
(4) the highest level of research, such as CPA exam, certified financial analyst (English answer), financial risk manager (English answer), etc. If you pass the exam, it will be of great help to your career.
2. What are the positions in the financial industry?
(1) Financing Commissioner: Find a suitable bank, negotiate with the bank and provide the best financing plan and financing conditions, and be able to communicate, coordinate and solve problems with the bank well; Reasonable capital analysis and distribution, internal financing arrangements; Responsible for the payment and audit of bank charges.
(2) Investment and financing project managers participate in project negotiation and organize project coordination and implementation (financing, merger and listing); Actively seek project resources, be responsible for tracking and contacting project progress, and prepare project feasibility report; Assist in drafting the relevant documents of the project submitted for approval, and be responsible for the specific approval procedures; Excavate and guide customer needs, and guide customers to accept our service model and concept through public relations negotiations with senior customers.
(3) Research and analysis of foreign exchange market of foreign exchange traders, and financial marketing experience of foreign exchange trading and derivative trading related to exchange rate and interest rate design financial products; 2. According to the customer's requirements, design the financial plan and handle the financial business; 3. Explore new customers
Why does the financial industry make money?
It is actually very difficult to make money by information asymmetry, especially in the Internet era, which is dedicated to eliminating information asymmetry. Information transparency in all walks of life has been greatly improved. At this time, the compound professional ability is prominent, and the private equity industry relies on information asymmetry to make profits. Tiger, for example, when we look at a company, most individuals will know the company's founding time, what industry they are engaged in, how big the scale is, and the company's current operating conditions from public information, which are relatively easy to obtain.