Registration requirements for 1 CFA has at least a college degree.
Candidates must pass the three-level hard test within three years.
Second, CFA exam involves a wide range and is difficult.
3. The examination contents include:
(1) Ethics and professional standards
(2) Financial accounting
(3) quantitative technology
(4) Economics
(5) Asset analysis
(6) Analysis of fixed income securities
(7) Analysis of equity securities
4. New examination content:
(1) Global market and investment tools
(2) Analysis of other investment methods
① Real estate investment analysis
② Analysis of investment companies
③ Investment analysis of currency or foreign exchange transactions, etc.
5. The examination forms include
(1) case study
(2) Multiple choices
(3) Application problems
(4) thesis
3. A person who has passed the CFA Advanced Level Examination must have at least three years' experience as a financial analyst and be a member of the Association of Financial Analysts in order to obtain the CFA certificate.
In short, CFA should not only have comprehensive financial theory knowledge, but also have practical experience and good professional ethics.
It is reported that so far, only more than 30,000 people in the world have won this title. More than 200 CFA in Singapore, Hong Kong 100. However, due to the authority and influence of CFA sponsor "Association of Financial Analysts" and the generous treatment after obtaining this qualification, candidates are eager for it.
At present, China has its own financial analyst certification exam, namely the registered financial analyst exam.
Professional qualifications are divided into three levels: assistant financial analyst, financial analyst and senior financial analyst.
The reporting conditions required by a certified financial analyst (CFA) (with one of the following conditions):
I. Assistant Financial Analyst
1. Bachelor degree or above or equivalent;
2. College degree or above or equivalent with relevant practical experience;
Second, financial analysts.
1. Persons who have passed the qualification certification of assistant financial analysts;
2. Graduate degree or above or equivalent;
3. Bachelor degree or above or equivalent and engaged in related work for more than one year;
4. College degree or above or equivalent and engaged in related work for more than two years.
Three. Senior financial analyst
1. Persons who have passed the qualification certification of financial analysts;
2. Graduate degree or above or equivalent and engaged in related work for more than one year;
3. Bachelor degree or above or equivalent and engaged in related work for more than two years;
4. College degree or above or equivalent and engaged in related work for more than three years.