如果你滿足了CFA證書申請(qǐng)條件,那你就可以向CFA協(xié)會(huì)申請(qǐng)了,在填寫工作經(jīng)驗(yàn)時(shí)是有很多注意事項(xiàng)的,關(guān)于工作經(jīng)驗(yàn)的填寫該怎么做呢?小編給你說說!

不同的工作是有不同的寫法的,那是怎樣的呢?小編簡(jiǎn)單的給你說說,需要你在此基礎(chǔ)上繼續(xù)完善,結(jié)合實(shí)際情況加入具體工作內(nèi)容!Model1Accountant

DeionI perform to exercise accounting supervision and formulate specific measures for handling accounting affairs of my company;participate in the preparation of economic plans and business plans,analysis of the implementation of budget and financial plans.

Model2Actuary

DeionI perform projections,cash flow analysis,and durational analysis of individual health insurance policies.These activities have a direct bearing on the investments chosen to back the reserves for these blocks of business.

Mode3Auditor

DeionI perform financial statement audits of investment companies and in the process test the custody and pricing of the portfolios.Used Bloomberg and learned the accounting of several security types,including equities,bonds,options,and futures.

Model4Consultant

DeionI am a management consultant to the financial services industry,working with risk management functions,assisting clients in developing and refining statistically based credit risk models covering a diverse range of portfolios.

Model5Analyst

DeionAs a financial engineer in an asset management company,I am responsible for evaluating product development and using quantitative methods and tools to recommend asset allocations,construct portfolios,and perform derivative analysis.

Model6Portfolio Manager

DeionRebalance high-net-worth clients'portfolios by trading short-term assets and pooled funds.Analyze and evaluate client performance reports.

所以,你CFA證書申請(qǐng)到這一步了嗎?如果沒有那你就要加把勁兒,早日一名CFA持證人!