1, basically abide by professional ethics;
2. Be able to complete the registration and registration and pay the examination fee;
3. You can take the test in English;
4. Holding a valid machine-readable international passport;
5. Those who have obtained a four-year undergraduate degree or a bachelor's degree or above can directly register for the exam. Among them, the examination window selected by students when registering for CFA Level I examination must be within 23 months (inclusive) before graduation time; 3 years college education plus 1 year full-time working experience; 2 years college education plus 2 years full-time working experience; No college degree or above, 4 years full-time working experience (meet one of them).
The above related academic qualifications or degrees are all recognized by the national education administrative department. Relevant investment working years refer to the sum of the time that the applicant has been engaged in investment and financial work after obtaining the required academic qualifications.
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Certificate of financial analyst admission
The entrance to the certificate of financial analyst is the official website of CFA Institute: www.cfainstitute.org.
Financial analyst certificate examination place
Computer test sites in Chinese mainland in 2022 include: Changsha, Guangzhou, Shenzhen, Shanghai, Hangzhou, Beijing, Dalian, Tianjin, Jinan, Nanjing, Wuhan, Chengdu, Chongqing, Kunming, Qingdao, Shenyang and Xi 'an.
Matters needing attention in the application of chartered financial analysts
1.The latest registration process of CFA exam in 2023 does not need the information of passport validity period. If the passport has expired at the time of registration, you can still use the relevant passport information to register, but please apply for a new passport before the exam and ensure that you present a valid international travel passport on the day of the exam, otherwise you will not be able to enter the examination room to take the exam.
2.CFA exam registration fee is very expensive. After 48 hours of successful registration, you will not be able to apply for a refund! Please apply carefully.
3. After filling in the information, be sure to check it again and again, because it is very troublesome to change it! If you need to change the registration information, please download the change form from CFA official website, print and fill it out, and then send an email to CFA official.
4. If you need to change the test center after successful registration, you need to pay a fee of $250 at this time!
Key points of financial analysts' examinations at all levels
The first-level examination mainly examines investment tools, financial statement analysis and investment analysis management foundation, and provides learners with the basic knowledge of financial investment analysis.
Although the second level has a great overlap with the knowledge of the first level, it needs more thorough knowledge than the first level, and the technical difficulty of the problem is greatly increased. For case studies, how to effectively price products and analyze investment portfolio, the examination form is to analyze investment performance and income changes for cases.
The third-level examination focuses on portfolio management, investment performance analysis and financial management, and requires candidates to be familiar with asset pricing and investment performance analysis, and be able to independently write investment analysis reports, which is equivalent to a comprehensive summary of the first-level and second-level examinations.
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