Is cfa certificate useful for bankers?

Cfa certificate is useful for bankers, especially in the recruitment information of many banks and investment banks, CFA and FRM holders are preferred, and the leaders of major banks or employees of important departments are CFA holders. It can be seen that obtaining CFA is also very helpful for staff to find jobs in the future. Students can also expand their contacts when studying cfa, which can provide a good opportunity for their future employment.

Advantages of bank tellers taking CFA exam

Many people enter the bank from the teller. In addition to excellent business ability, opportunities are also very important if you want to quickly transfer to a teller position. Leaders can only realize job transfer when they see you! So you can take more certificates in the financial industry. Compared with other departments of the bank, the working hours of tellers are fairly regular. You can take advantage of this transition period to take cfa certificate and plan your future career.

Benefits of CFA to bank wealth management managers

Bank financial managers need to help customers with a certain economic foundation to do financial management well and increase their confidence and trust in facing customers. Just having a few domestic licenses is not enough to make you stand out. Your clients are much richer than you and have much more experience in life. How can you make him trust you to manage the money? Before he decides to give it to you, you should invest in the highest level license in the world.

Besides, if you want to take CFP (International Financial Planner) in the future, if you already have CFA certificate, you can take CFP directly without taking credit classes, which can save you money and precious time for one and a half years.

CFA certification

The Securities and Exchange Commission (SEC) of the United States recognizes that CFA charter qualification is equivalent to the series 7 legal qualification of American securities practitioners.

New york Stock Exchange (NYSE) granted CFA chartered holders the professional qualification of American securities analyst, and only needed to take the securities rules part of the securities analyst examination.

The American Institute of Accountants (AICPA) can obtain AICPA's professional qualification of Business evaluation (ABV) only by taking the half-day exam of Accredited in Business value.

The British Securities Investment Association (SII) gives CFA franchisees the right to directly obtain the membership (MSI) of the British Securities Investment Association (SII) or meet the relevant experience requirements to become a Senior Member (FSI).