以下羅列cfa協(xié)會(huì)官方認(rèn)可的相關(guān)工作經(jīng)驗(yàn):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?(ofinvestment-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?estateinvestment?manager)9.風(fēng)險(xiǎn)投資分析師(venture?capitalanalyst)10.??管理咨詢顧問(除人事類)[managementconsultant?(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?ofmutual?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?financeanalyst)15.??公司財(cái)務(wù)顧問(corporate?financeconsultant)16.??公司(非公開募股)估價(jià)師(valuator?ofclosely?held?business)17.??公司管理者[corporatecontroller(not?finance/notinvestment)]18.??公司首席財(cái)政官(cfo)19.??公司行政規(guī)劃員(internalcorporate?planning?analyst)20.??合規(guī)分析師/主任(compliance?analyst/officer)21.??機(jī)構(gòu)銷售人員(institutionalsales?professional)22.??經(jīng)濟(jì)學(xué)(應(yīng)用于投資決策的)人士[(economist(involved?in?investmentdecision-making?process)]23.??金融衍生品分析師(derivativesanalyst)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?businessadministration)]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(businessappraiser)31.??企業(yè)/政府行政官(非金融/費(fèi)投資)[corporate/government?executive?(notfinance/not?investment)?]32.??投資分析師(investmentstrategist)33.??投資顧問(investmentconsultant)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(consultanton?investment?manager?selection/investment?policy)36.??投資績效評估師(portfolioperformance?uator)37.??投資銷售(顧問式)[investmentconsultant(consultative)]38.??投資銀行分析員(investmentbanking?analyst)39.??投資銀行行政管理人(internalmanager?of?investment?firm)40.??投資組合管理者(portfolioadministrator)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(investmentstrategy?formulator)44.??審計(jì)(auditor)45.??私人投資顧問(private?clientinvestment?advisor)46.??信貸分析(credit?analyst)47.??銀行融資(企業(yè))主任(bank?lendingofficer:?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(securitiesunderwriter)51.??證券交易員(securities?trader)52.??證券監(jiān)管人員(securitiesregulator)53.??證券投資分析師(securities?andinvestment?analyst)另外為你附上cfa報(bào)考條件:1. 擁有學(xué)士學(xué)位或相當(dāng)?shù)膶I(yè)水準(zhǔn)以上,對專業(yè)沒有任何限制;大學(xué)學(xué)習(xí)年限與全職工作經(jīng)驗(yàn)合計(jì)滿四年;如果申請人不具備學(xué)士學(xué)位,而是具備相當(dāng)?shù)膶I(yè)水準(zhǔn),也可被接受為候選人。cfa會(huì)用工作經(jīng)歷來考核申請人的專業(yè)水準(zhǔn),一般來講,4年的工作經(jīng)歷即被視為 替代學(xué)士學(xué)位。這4年的工作經(jīng)歷,不一定要從事投資領(lǐng)域相關(guān)工作,只要是合法、全職、專業(yè)性的工作經(jīng)歷都可被接受;在校大學(xué)生,最早可在畢業(yè)前18個(gè)月內(nèi)注冊報(bào)名考試。2. 遵守職業(yè)道德規(guī)范3. 完成注冊和報(bào)名以及支付費(fèi)用4. 能夠用英語參加考試補(bǔ)充說明:a、4年制本科或以上學(xué)歷者可直接報(bào)名參加考試b、本科在校學(xué)生,大四時(shí)即可報(bào)名考試c、3年制大專學(xué)歷加上1年全職工作經(jīng)驗(yàn)d、2年制大專學(xué)歷加上2年全職工作經(jīng)驗(yàn)
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