CFA證書的申請需要滿足一定的工作經(jīng)驗,工作經(jīng)驗是需要CFA認可的,不認可的工作是不能算進CFA工作經(jīng)驗時長中的,那哪些工作崗位是被認可呢?跟著融躍CFA了解一下!

保險精算師(Actuary)

財經(jīng)編輯/記者(Financial Editor/Reporter)

財經(jīng)發(fā)行人(Financial Publisher)

產(chǎn)品/軟件開發(fā)人員(與投資相關的產(chǎn)品/服務)[Product/Software Developer(of investment-related products/services)]

財務規(guī)劃師(Financial Planner)

財務主管(Director of Finance)

定量投資分析員/風險分析員(Quantitative Investment or Risk Analyst)

房地產(chǎn)投資經(jīng)紀(Real Estate Investment Manager)

風險投資分析師(Venture Capital Analyst)

管理咨詢顧問(除人事類)[Management Consultant(excluding personnel)]

股票經(jīng)紀/證券經(jīng)紀人(Stockbroker/Registered Representative)

共同基金管理人(Director of Mutual Funds)

共同基金銷售/培訓人員(Mutual Fund Sales/Trainer)

公司財務分析師(Corporate Finance Analyst)

公司財務顧問(Corporate Finance Consultant)

公司(非公開募股)估價師(Valuator of Closely Held Business)

公司管理者[Corporate Controller(not finance/notinvestment)]

公司高 級財政官(CFO)

公司行政規(guī)劃員(Internal Corporate Planning Analyst)

合規(guī)分析師/主任(Compliance Analyst/Officer)

機構銷售人員(Institutional Sales Professional)

經(jīng)濟學(應用于投資決策的)人士[(Economist(involved in investment decision-making process)]

金融衍生品分析師(Derivatives Analyst)

教授/講師(投資、金融、經(jīng)濟領域)[(investment,finance,and economics)

教授/講師(非金融工商管理領域)[Professor/Instructor(non-financial business administration)]

客戶服務代表/客戶關系經(jīng)理(Client Service Representative or Relationship Manager)

會計師(Accountant)

M&A(并購)評估師(Valuator of Mergers/Acquisitions)

期權/期貨/商品期貨(Options/Futures/Commodities Analyst)

企業(yè)價值評估師(Business Appraiser)

企業(yè)/政府行政官(非金融/費投資)[Corporate/Government Executive(not finance/not investment)]

投資分析師(Investment Strategist)

投資顧問(Investment Consultant)

投資公司監(jiān)管/監(jiān)督人(Regulator/Supervisor of Investment Firm)

投資經(jīng)理選聘顧問或投資政策顧問(Consultant on Investment Manager Selection/Investment Policy)

投資績效評估師(Portfolio Performance uator)

投資銷售(顧問式)[Investment Consultant(Consultative)]

投資銀行分析員(Investment Banking Analyst)

投資銀行行政管理人(Internal Manager of Investment Firm)

投資組合管理者(Portfolio Administrator)

投資組合經(jīng)理(Portfolio Manager)

投資者關系(Investor Relations)

投資戰(zhàn)略制定者(Investment Strategy Formulator)

審計(Auditor)

私人投資顧問(Private Client Investment Advisor)

信貸分析(Credit Analyst)

銀行融資(企業(yè))主任(Bank Lending Officer:Corporate)

銀行監(jiān)察員(Bank Examiner)

營銷(投資管理服務,基金,證券等)人員[Marketer(of investment management services,funds,securities,etc.)]

證券承銷商(Securities Underwriter)

證券交易員(Securities Trader)

證券監(jiān)管人員(Securities Regulator)

證券投資分析師(Securities and Investment Analyst