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(rèn)可的,不認(rèn)可的工作是不能算進(jìn)CFA工作經(jīng)驗時長中的,那哪些工作崗位是被認(rèn)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(guān)的產(chǎn)品/服務(wù))[Product/Software Developer(of investment-related products/services)]
財務(wù)規(guī)劃師(Financial Planner)
財務(wù)主管(Director of Finance)
定量投資分析員/風(fēng)險分析員(Quantitative Investment or Risk Analyst)
房地產(chǎn)投資經(jīng)紀(jì)(Real Estate Investment Manager)
風(fēng)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(jì)/證券經(jīng)紀(jì)人(Stockbroker/Registered Representative)
共同基金管理人(Director of Mutual Funds)
共同基金銷售/培訓(xùn)人員(Mutual Fund Sales/Trainer)
公司財務(wù)分析師(Corporate Finance Analyst)
公司財務(wù)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(jī)構(gòu)銷售人員(Institutional Sales Professional)
經(jīng)濟(jì)學(xué)(應(yīng)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(jì)領(lǐng)域)[(investment,finance,and economics)
教授/講師(非金融工商管理領(lǐng)域)[Professor/Instructor(non-financial business administration)]
客戶服務(wù)代表/客戶關(guān)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(quán)/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(fèi)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(guān)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(wù),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