Does any enterprise need cfa certificate for recruitment?

The cfa exam has just ended in June, and someone has come to consult the relevant content of cfa exam. One of the students asked, "Does CFA exam require work experience?" Gao Dunjun answered this question:

There are two questions about whether CFA exam requires work experience: first, whether CFA exam registration requires work experience; 2. Does CFA certificate application require work experience?

First of all, let's talk about whether CFA exam registration requires work experience.

CFA exam registration conditions:

According to the requirements of CFA Institute of Chartered Financial Analysts, you are not limited to major. If you are interested in asset management, investment research, consulting services or investment banking, you can sign up for CFA exam as long as you meet one of the following conditions:

1. Education requirements:

A, undergraduates can take CFA registration examination within 65438+2 months from registration time to graduation time.

B, 3 years college education plus 1 year full-time working experience.

C 2 years university degree plus 2 years full-time working experience

2. The most basic compliance with professional ethics, CFA exam, ethics and career planning is a very important course, so we should start from ourselves.

3. Be able to complete the registration and pay the fee;

4. Be able to take the exam in English. Supplementary explanation:

Education Requirements-Candidates should have a bachelor's degree (or equivalent) when registering for the exam. University two and a half years plus one and a half years working hours; At least four years of qualified senior high school professional work experience; You can also apply for the self-study exam, as long as you have a considerable degree of education and work experience.

Professionally-there are no special restrictions.

English proficiency-There is no special requirement for the English proficiency of candidates in the exam, but because the exam is an all-English paper and answers in all English, the English proficiency of candidates should be based on the correct understanding of the test questions and the correct expression of candidates' views.

Mathematics level-CFA exam requires mathematics, and the difficulty of mathematical analysis in CFA exam is not very high. Generally, 3 is enough, and the focus is on the assessment and application of knowledge related to probability and statistics.

It is mentioned in the registration conditions of CFA exam that candidates should have a bachelor's degree (or equivalent) when signing up for CFA exam.

A considerable degree of education here refers to work experience.

Summarize the needs of the following work experience:

3 years college education requires 1 year full-time working experience, and 2 years college education requires 2 years full-time working experience.

Need to graduate from high school plus four years of qualified professional work experience; You can also apply for the self-study exam, as long as you have a considerable degree of education and work experience.

In other words, if the education is undergraduate (before graduation/within 0/2 months of kloc) or higher than undergraduate, you don't need to consider whether you need work experience to apply for CFA. If the education does not reach the undergraduate degree, you need to have the working years required by the corresponding education.

If you meet the above requirements, you can apply for CFA. CFA exam consists of three levels, which need to be taken step by step. If you pass the CFA Level 3 exam, CFA candidates can consider whether they meet the requirements of CFA certificate application. If they do, they can apply for a certificate (one of the conditions is that they have four or more years of professional work experience related to the investment decision-making process).

CFA certificate application still needs to meet many conditions.

CFA certificate application conditions:

1, pass the Level 3 exam in turn;

The CFA exam consists of three levels, each of which lasts 6 hours. It usually takes 2-5 years to pass the Level 3 exam. There is no limit to the number of exams at each level, and candidates can take the exams at each level indefinitely.

2. Have more than four years of CFA-recognized professional work experience related to the investment decision-making process (relevant experience can be accumulated before, during and after the CFA exam);

The work experience recognized by CFA Institute is to collect, evaluate and apply financial, economic and statistical data in the process of investment decision-making (such as financial analysis, investment management, securities analysis, etc.). ); Directly or indirectly responsible for others to carry out the above activities; Engaged in the teaching and training of the above investment decision-making activities. "Investment Management and Research Association" requires CFA certification applicants to spend more than 40% of their time in the above work, and their work experience during holidays, part-time jobs and internships is not recognized.

3. Submit two letters of recommendation.

4. apply for membership); China Financial Association and its local associations; 5. Commitment to abide by the ethics and code of conduct of CFA Institute is a prerequisite for becoming a full member of CFA Institute:

1. At least get a bachelor's degree from a regular institution of higher learning, or get a considerable undergraduate education experience or social work experience;

2. Pass the CFA Level 1 exam or pass the CFA self-test standard of the association;

3. Four years (48 months) investment-related work experience;

4. Apply to join CFA branch. Although CFA membership is voluntary, the association strongly recommends applying for membership;

5. Agree to abide by and sign the membership agreement and professional ethics statement (PCS);

Step 6 Pay the membership fee

The membership fee is 275 USD, and the annual fee for retired members is 65,438+000 USD. However, the payment standards of membership fees in each branch are different, so we should refer to the requirements of local branches. Once the membership fee of CFA association and branch is paid, it is non-refundable and non-transferable.

If you don't pay the membership fee after becoming a CFA holder, your certificate will not be taken back, but your CFA holder's qualification will be changed to invalid (invalid) when you check with CFA Association official website!

I recommend a senior who has already passed CFA. If you don't understand anything about CFA, you can ask her. It can not only solve CFA exam problems, but also collect electronic CFA exam questions and CFA preparation materials. Wechat ID: Ailili 044.

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