cfa持證需要不低于36個(gè)月，性質(zhì)為投資決策相關(guān)的工作經(jīng)驗(yàn)。職位本身的名稱(chēng)不能直接決定是否被CFA協(xié)會(huì)認(rèn)可，主要是日常工作中涉及到的職務(wù)內(nèi)容必須50%以上和投資決策相關(guān)的才是被認(rèn)可。如果所從事的工作在以下舉例的職位以外，但工作中涉及的職務(wù)內(nèi)容和投資決策相關(guān)，亦可提供詳細(xì)的工作經(jīng)驗(yàn)給CFA協(xié)會(huì)，也是被認(rèn)可的。

cfa持證符合要求的工作經(jīng)驗(yàn)包含三大類(lèi)：

【資料圖】

1、在金融、經(jīng)濟(jì)或者統(tǒng)計(jì)數(shù)據(jù)分析中，直接涉及了投資決策（investment decision-making process）；

2、作為領(lǐng)導(dǎo)監(jiān)督指導(dǎo)（supervise）上述工作；

3、和上述工作相關(guān)的教學(xué)培訓(xùn)；

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cfa持證要求工作經(jīng)驗(yàn)詳細(xì)解讀

對(duì)于工作性質(zhì)更具體的描述其實(shí)在協(xié)會(huì)設(shè)計(jì)的一個(gè)問(wèn)卷里，通過(guò)問(wèn)題就可以看出什么工作是可以被認(rèn)定為“符合要求”。大家可以參考：

1、Do you construct or rebalance client portfolios，prepare financial models，or perform/evaluate independent analysis leading to an investment decision?

即進(jìn)行投資組合構(gòu)建和調(diào)整，使用金融模型，對(duì)于投資決策進(jìn)行獨(dú)立的分析。

2、Do you make investment decisions based on the application of financial，economic，or statistical data involving securities or similar investments held as part of an investment portfolio?

即應(yīng)用數(shù)據(jù)分析進(jìn)行投資。

3、Do you determine capital structure and funding needs through equity，debt，and alternative investments，conduct long-range financial planning，evaluate financial fundamentals，analyze and value securities for public offerings or mergers and acquisitions，and/or make asset sales and capital investment decisions?

即融資和財(cái)務(wù)規(guī)劃，適用于企業(yè)的資金部，銀行的計(jì)財(cái)部等。以及分析IPO、并購(gòu)重組、重大資產(chǎn)收購(gòu)等，適用于投行類(lèi)業(yè)務(wù)。

4、Do you conduct asset allocation analysis or apply investment knowledge to develop，analyze，and/or explain investment policy statements or strategies designed to achieve investor goals as part of the overall investment process?

即資產(chǎn)配置和IPS撰寫(xiě)，也是三級(jí)兩門(mén)重點(diǎn)科目。

5、Are you engaged in investment/financial advising or planning for corporations，institutions，or individuals（other than yourself or your family）?

即投資顧問(wèn)。但這里考生需要注意，給自己理財(cái)不算工作經(jīng)驗(yàn)，并且?guī)图胰艘膊恍小?/p>

6、Do you supervise employees who evaluate or apply financial，economic，and/or statistical data as part of the investment decision-making process?

第六條為三大類(lèi)工作經(jīng)驗(yàn)的第二類(lèi)：監(jiān)督指導(dǎo)與投資決策相關(guān)的工作。

7、Do you research or develop tools，models，strategies，and/or communications that assist portfolio managers and traders with investment decision and risk management?

即研發(fā)投資或風(fēng)控相關(guān)的模型。

8、Do you oversee legal/regulatory compliance matters in the investment profession，perform due diligence，and/or ensure that investment firms adhere to applicable laws，regulations，and professional standards of practice?

即投資相關(guān)的法律或合規(guī)工作。

9、Are you a full-time professor or instructor teaching finance-related courses and/or CFA Program curriculum，developing educational content，and engaging in research to advance the understanding of investment practice and theory?

即全職金融類(lèi)教授或講師，特別指出的是教CFA也算在內(nèi)。

10、Do you design and implement software solutions for people，processes，and technology that directly drive investment decisions（i.e.，software and/or platforms that are used to build financial models，construct，manage，and analyze portfolios，analyze risk and return）?

即為投資分析設(shè)計(jì)背后的軟件。很多機(jī)構(gòu)的“金融科技部”或“技術(shù)部”符合這一要求。

只要你符合以上這十個(gè)問(wèn)題里描述的任何一項(xiàng)工作就可以去申請(qǐng)持證了。

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