What are the application conditions for cfa financial analysts?

Application conditions: CFA qualification

1, with a bachelor's degree or above of equivalent professional level, regardless of major; 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 will use work experience to evaluate the applicant's professional level. 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.

College students can register for exams as early as 12 months before graduation.

2. Observe professional ethics.

3. Complete the registration and pay the fee.

4. Be able to take the exam in English.

Acceptability standard

The third-level examination course of Chartered Financial Analyst (CFA) in the United States focuses on portfolio management, including the use strategy of investment tools and the asset evaluation model for individuals or institutions to manage equity securities products, fixed-income securities, financial derivatives and other investment products.

The form of the third-level examination is 50% thesis writing and 50% case analysis. Moral and professional ethics standards are emphasized in CFA Level 3 examination curriculum.

CFA candidates can obtain the qualification of Chartered Certified Financial Analyst (CFA) as long as they have completed the three-stage six-hour CFA exam, have a bachelor's degree and accumulated at least four years of relevant experience in investment decision-making, and abide by CFA's ethical standards and standards.

As long as you have a bachelor's degree, no matter which department you graduate from, you can apply for CFA exam. However, regardless of the department, degree, qualification or professional experience related to CFA content, candidates will not be exempted from CFA.

The above contents refer to Baidu Encyclopedia-Financial Analyst.