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What are the requirements for applying for financial analysts in 2024? Today, my senior student will come and chat with everyone about this topic, let's take a look together~
1、 What are the registration requirements for CFA?
1. Adhere to professional ethics standards
The CFA Association places great emphasis on the professional ethics of candidates. Students who register for the CFA exam must comply with professional ethics standards, otherwise it will be difficult to establish themselves in the industry.
2. Meet educational and work experience requirements
Individuals with different educational backgrounds may also have slightly different working years to meet. Applicants need to meet one of the following conditions:
1. Those with a bachelor's degree or above can directly apply for the CFA exam. Undergraduate students can choose the CFA Level 1 exam window within 23 months before graduation at the earliest. However, when applying for the CFA Level 2 exam, they must have obtained a degree certificate.
2. Having a three-year college degree requires one year of full-time work experience.
3. Having a two-year college degree requires two years of full-time work experience.
4. If you do not have a college degree or above, you need to have four years of full-time work experience.
Documents held within the validity period
The CFA Association requires candidates to hold an international travel passport that is valid in order to register and participate in the exam. However, for students planning to take the CFA exam in mainland China, in addition to their passport, they can also use their resident ID card to register and participate in the exam.
2. How does a CFA certificate help individuals?
The CFA certificate can quickly help you improve your financial knowledge and build a comprehensive financial knowledge system. Everyone knows that in the process of investing, each person specializes in a different direction. For example, some people specialize in bond investment, but they also need to have some understanding of stocks to some extent. The capital market is interconnected, and learning CFA can help you build an overall financial market system.
CFA not only learns theoretical knowledge, but also teaches everyone the logical ability behind theoretical knowledge. In our daily investment practice, logical ability is very important. Once there is a mistake in logic, even if you are making money, you are still lucky enough to make money and may eventually lose it back. After all, the money earned by luck must be compensated back by strength.
Therefore, in the process of learning CFA, the most important thing is to truly integrate the financial thinking and logic inside, which is also the greatest help of CFA for personal learning.
Finally, there is a concern for everyone: what can I do after obtaining a CFA certificate
Everyone takes the exam to improve their abilities and find better jobs. In the financial industry, there will be top companies, mid to low back enterprises, and bottom tier enterprises. The CFA certificate allows us to access top securities firms, investment banks, banks, etc. that were not easily accessible before, but now we can all access them; Or some risk control, primary market, and buyer's market departments may have access to it. So CFA is very helpful for our employment.
3、The following enterprises provide more job opportunities for those holding CFA certificates:
1. State owned enterprise Sinopec Group
When Sinopec Group released recruitment information, a total of 47 positions were listed, of which 29 positions indicated that CFA certificates were required, accounting for more than half of the total number of recruitment positions.
2. Shanghai Stock Exchange
Last year's autumn recruitment on the Shanghai Stock Exchange, including school recruitment and social recruitment, had a total of 27 positions, of which 19 required applicants to hold CFA certificates.
3. Bank of China Capital
Bank of China Capital, a subsidiary of Bank of China, has recruited 20 out of 25 positions that also require candidates holding CFA certificates to be given priority.
4. Pudong Development Bank, Ping An Bank, and China Merchants Bank
Holding a CFA certificate is also an implicit requirement for these highly commercial banks to recruit talents. Being able to hold a CFA certificate can also add chips to their promotion path.
Each certificate has its own value, there are no useless certificates, only those who are uncertain. I hope this article can help those who want to take the Chartered Financial Analyst exam but are still on the sidelines.
4. Fee standards for 2024:
Freshman Exam Tax: $78
Old Student Exam Tax: $45
