cfa,cfa持證人,cfa工作經(jīng)驗(yàn)
  認(rèn)可的工作經(jīng)驗(yàn)包括:直接參與投資決策過(guò)程或者為投資決策過(guò)程提供支持等相關(guān)工作。
  職位本身的名稱不能直接決定是否被CFA協(xié)會(huì)認(rèn)可,主要是日常工作中涉及到的職務(wù)內(nèi)容必須50%以上和投資決策相關(guān)的才是被認(rèn)可。如果所從事的工作在以下舉例的職位以外,但工作中涉及的職務(wù)內(nèi)容和投資決策相關(guān),亦可提供詳細(xì)的工作經(jīng)驗(yàn)給CFA協(xié)會(huì),也是被認(rèn)可的。
  CFA證書(shū)申請(qǐng)被認(rèn)可職位列表:
  Accountant(會(huì)計(jì))
  Actuary(精算師)
  Auditor(審計(jì)師)
  Compliance analyst/officer(合規(guī)分析員/官員)
  Consultant(顧問(wèn))
  Corporate chief financial officer(公司首席財(cái)務(wù)官)
  Corporate finance analyst(企業(yè)財(cái)務(wù)分析師)
  Client service representative or relationship(客戶服務(wù)代表或關(guān)系)
  manager(經(jīng)理)
  Derivatives analyst(衍生品分析師)
  Economist(經(jīng)濟(jì)學(xué)家)
  Financial adviser(財(cái)務(wù)顧問(wèn))
  Financial journalist/editor(財(cái)經(jīng)記者/編輯)
  Institutional sales professional/business(機(jī)構(gòu)銷(xiāo)售專業(yè)/業(yè)務(wù))
  development(buy and sell side)(發(fā)展(買(mǎi)賣(mài)雙方))
  Investment banking analyst(投資銀行分析師)
  Investment consultant(投資顧問(wèn))
  Investment strategist(投資策略師)
  Investor relations(投資者關(guān)系)
  Mutual fund sales(共同基金銷(xiāo)售)
  Portfolio administrator(投資組合管理員)
  Portfolio manager(投資組合經(jīng)理)
  Private client investment adviser(私人客戶投資顧問(wèn))
  Product/software developer(產(chǎn)品/軟件開(kāi)發(fā)人員)
  Professor/instructor(教授/講師)
  Quantitative investment or risk analyst(定量投資或風(fēng)險(xiǎn)分析師)
  Real estate investment manager(房地產(chǎn)投資經(jīng)理)
  Regulator(調(diào)節(jié)器)
  Securities trader(證券交易員)
  Securities underwriter(證券承銷(xiāo)商)
  Security/investment analyst(證券/投資分析員)
  Supervisor of investment firm(投資公司主管)
  Valuator of closely held business(密切經(jīng)營(yíng)的估價(jià)人)
  Venture capital analyst(風(fēng)險(xiǎn)投資分析師)