CFA(Chartered Financial Analyst)是全球金融行業(yè)廣受認(rèn)可的專業(yè)資格之一。獲得CFA資格需要通過三個(gè)級別的考試,并滿足一定的工作經(jīng)驗(yàn)要求。CFA認(rèn)可的工作經(jīng)驗(yàn)包括以下幾個(gè)方面:
cfa認(rèn)可的工作經(jīng)驗(yàn)有哪些?詳細(xì)解答!
(1)保險(xiǎn)精算師(Actuary)
(2)財(cái)經(jīng)編輯/記者(Financial Editor/Reporter)
(3)財(cái)經(jīng)發(fā)行人(Financial Publisher)
(4)產(chǎn)品/軟件開發(fā)人員(與投資相關(guān)的產(chǎn)品/服務(wù))[Product/Software Developer(of investment-related products/services)]
(5)財(cái)務(wù)規(guī)劃師(Financial Planner)
(6)財(cái)務(wù)主管(Director of Finance)
(7)定量投資分析員/風(fēng)險(xiǎn)分析員(Quantitative Investment or Risk Analyst)
(8)房地產(chǎn)投資經(jīng)紀(jì)(Real Estate Investment Manager)
(9)風(fēng)險(xiǎn)投資分析師(Venture Capital Analyst)
(10)管理咨詢顧問(除人事類)[Management Consultant(excluding personnel)]
(11)股票經(jīng)紀(jì)/證券經(jīng)紀(jì)人(Stockbroker/Registered Representative)
(12)共同基金管理人(Director of Mutual Funds)
(13)共同基金銷售/培訓(xùn)人員(Mutual Fund Sales/Trainer)
(14)公司財(cái)務(wù)分析師(Corporate Finance Analyst)
(15)公司財(cái)務(wù)顧問(Corporate Finance Consultant)
(16)公司(非公開募股)估價(jià)師(Valuator of Closely Held Business)
(17)公司管理者[Corporate Controller(not finance/notinvestment)]
(18)公司首席財(cái)政官(CFO)
(19)公司行政規(guī)劃員(Internal Corporate Planning Analyst)
(20)合規(guī)分析師/主任(Compliance Analyst/Officer)
(21)機(jī)構(gòu)銷售人員(Institutional Sales Professional)
(22)經(jīng)濟(jì)學(xué)(應(yīng)用于投資決策的)人士[(Economist(involved in investment decision-making process)]
(23)金融衍生品分析師(Derivatives Analyst)
(24)教授/講師(投資、金融、經(jīng)濟(jì)領(lǐng)域)[(investment,finance,and economics)]
(25)教授/講師(非金融工商管理領(lǐng)域)[Professor/Instructor(non-financial business administration)]
(26)客戶服務(wù)代表/客戶關(guān)系經(jīng)理(Client Service Representative or Relationship Manager)
(27)會(huì)計(jì)師(Accountant)
(28)M&A(并購)評估師(Valuator of Mergers/Acquisitions)
(29)期權(quán)/期貨/商品期貨(Options/Futures/Commodities Analyst)
(30)企業(yè)價(jià)值評估師(Business Appraiser)
(31)企業(yè)/政府行政官(非金融/費(fèi)投資)[Corporate/Government Executive(not finance/not investment)]
(32)投資分析師(Investment Strategist)
(33)投資顧問(Investment Consultant)
(34)投資公司監(jiān)管/監(jiān)督人(Regulator/Supervisor of Investment Firm)
(35)投資經(jīng)理選聘顧問或投資政策顧問(Consultant on Investment Manager Selection/Investment Policy)
(36)投資績效評估師(Portfolio Performance uator)
(37)投資銷售(顧問式)[Investment Consultant(Consultative)]
(38)投資銀行分析員(Investment Banking Analyst)
(39)投資銀行行政管理人(Internal Manager of Investment Firm)
(40)投資組合管理者(Portfolio Administrator)
(41)投資組合經(jīng)理(Portfolio Manager)
(42)投資者關(guān)系(Investor Relations)
(43)投資戰(zhàn)略制定者(Investment Strategy Formulator)
(44)審計(jì)(Auditor)
(45)私人投資顧問(Private Client Investment Advisor)
(46)信貸分析(Credit Analyst)
(47)銀行融資(企業(yè))主任(Bank Lending Officer:Corporate)
(48)銀行監(jiān)察員(Bank Examiner)
(49)營銷(投資管理服務(wù),基金,證券等)人員[Marketer(of investment management services,funds,securities,etc.)]
(50)證券承銷商(Securities Underwriter)
(51)證券交易員(Securities Trader)
(52)證券監(jiān)管人員(Securities Regulator)
(53)證券投資分析師(Securities and Investment Analyst
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