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CFA协会对CFA工作经验的要求

   以下是CFA协会指定的工作经验要求,主要是利用经济的,统计的,财务的信息进行投资决策分析,注重的工作的实质而不仅仅是职务,工作经验可以在考前、考中、考后累计,以下是CFA协会网站上对于工作经验的详细要求:

    Work Experience Guidelines

    FOR THOSE CANDIDATES WHO WERE REGISTERED BEFORE THE 2005 EXAMINATION YEAR AND WHO SUCCESSFULLY COMPLETE THE PROGRAM BY 2007, THE FOLLOWING REQUIREMENTS AND WORK EXPERIENCE GUIDELINES APPLY.

    Work Experience Guidelines For Eventual Award of the CFA? Charter

    Three years of acceptable professional work experience are required before the CFA? charter can be awarded. This experience may be accrued while the candidate is in the CFA? Program, after the candidate has passed all three levels of examinations, or from previous positions.

    Acceptable work experience includes activities that consist to a significant extent of collecting, evaluating, or applying financial, economic, or statistical data (as appropriate) as part of the investment decision-making process; or supervising, directly or indirectly, persons who practice such activities; or the teaching of such activities. The investment decision-making process is the professional practice of financial analysis, investment management, securities analysis, or other similar activities.

    CFA? CANDIDATES ARE REQUIRED TO SPEND AT LEAST 40 PERCENT OF THEIR TIME IN THESE ACTIVITIES TO ACCRUE THE REQUIRED PROFESSIONAL WORK EXPERIENCE. Summer, part-time, and internship positions do not qualify. The following job titles are provided as a guide only. Job titles alone cannot convey the true nature of the underlying job duties. Therefore, to assess professional work experience, evaluate the nature of your job activity, as described previously, rather than merely the job title.

    Accountant

    Actuary

    Auditor

    Bank Examiner

    Bank Lending (corporate)

    Business Appraiser

    Client Services Manager

    Compliance Examiner

    Consultant on Investment Manager Selection/Investment Policy

    Corporate Chief Financial Officer

    Corporate Controller (not  financet  investment)

    Derivatives Analyst

    Director of Finance

    Director of Mutual Funds

    Economist (involved in investment decision-making process)

    Financial Journalist (Editor/Reporter/Publisher)

    Financial Planner

    Internal Corporate Planning Analyst

    Internal Management of Investment Firm

    Investment Banking/Corporate Finance Consultant

    Investment Sales (consultative)

    Investment Strategy Formulation

    Investor Relations

    Management Consultant (excluding personnel)

    Marketer (of investment management services, funds, securities, etc.)

    Mutual Fund Sales/Trainer

    Options/Futures/Commodities Analyst

    Portfolio Administrator

    Portfolio Manager

    Portfolio Performance Evaluator

    Portfolio Strategist

    Product/Software Developer (of investment-related products rvices)

    Professor/Instructor (investment, finance, and economics, or non-financial business administration)

    Quantitative Investment Analyst

    Real Estate Investment Manager

    Risk Analyst (securities related)

    Securities and Investment Analyst

    Securities Regulation

    Securities Trader

    Securities Underwriter

    Stockbroker/Registered Representative

    Valuator of Closely Held Business

    Valuator of Mergers/Acquisitions

    Venture Capital Investment (not securities)

    FOR THOSE WHO ARE REGISTERING FOR THE 2005 PROGRAM FOR THE FIRST TIME AND FOR ALL CANDIDATES WHO REMAIN IN THE PROGRAM AFTER 2007, THE FOLLOWING REQUIREMENTS AND WORK EXPERIENCE GUIDELINES APPLY.

    Work Experience Guidelines For Eventual Award of the CFA? Charter

    Four years of acceptable professional work experience are required before the CFA? charter can be awarded. This experience may be accrued while the candidate is in the CFA? Program, after the candidate has passed all three levels of examinations, or from previous positions. Acceptable Professional Work Experience as it relates to applicants seeking to become Charterholder Members, or Regular Members, includes activities that consist to a majority extent of:

       (i) evaluating or applying financial, economic and/or statistical data as part of the investment decision-making process involving securities or similar investments, which includes, but is not limited to, publicly traded and privately placed stocks, bonds and mortgages and their derivatives; commodity-based derivatives and mutual funds; and other investment assets, such as real estate and commodities, if these other investment assets are held as part of a diversified, securities-oriented investment portfolio; or

      (ii) supervising, directly or indirectly, persons who practice such activities; or

      (iii) teaching such activities.

    CFA? CANDIDATES ARE REQUIRED TO SPEND 50 PERCENT OR MORE OF THEIR TIME IN THESE ACTIVITIES TO ACCRUE THE REQUIRED PROFESSIONAL WORK EXPERIENCE. Summer, part-time, and internship positions do not qualify. The following job titles are provided as a guide only. Job titles alone cannot convey the true nature of the underlying job duties. Therefore, to assess professional work experience, evaluate the nature of your job activity, as described previously, rather than merely the job title.

    1. Client Service Representative or Relationship Manager

    2. Compliance Analyst/Officer

    3. Investment Consultant

    4. Corporate Chief Financial Officer

    5. Corporate Finance Analyst

    6. Investment Banking Analyst

    7. Derivatives Analyst

    8. Economist

    9. Institutional Sales Professional/Business Development

    (Buy & Sell Side)

    10. Investment Strategist

    11. Portfolio Manager

    12. Private Client Investment Advisor

    13. Professor/Instructor

    14. Quantitative Investment or Risk Analyst

    15. Real Estate Investment Manager

    16. Regulator/Supervisor of Investment Firm

    17. Security/Investment Analyst

    18. Securities Trader

    19. Valuator of Closely Held Business

    20. Venture Capital Analyst

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