從CFA備考到CFA持證，中間經(jīng)歷CFA考試，當(dāng)你通過CFA考試的時(shí)候，你可能就會(huì)遇到另一個(gè)難題就是擁有4年的相關(guān)工作經(jīng)驗(yàn)，作為CFA考試的小白，能通過CFA考試已經(jīng)是一件驚天大事了，那還要我從事相關(guān)的工作經(jīng)驗(yàn)，我哪知道相關(guān)的工作經(jīng)驗(yàn)有哪些？

我可以告訴各位CFA小白，CFA認(rèn)可的部分工作經(jīng)驗(yàn)有以下工作職位！

CFA

保險(xiǎn)精算師(Actuary)

財(cái)經(jīng)編輯/記者(Financial Editor/Reporter)

財(cái)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(cái)務(wù)規(guī)劃師(Financial Planner)

財(cái)務(wù)主管(Director of Finance)

定量投資分析員/風(fēng)險(xiǎn)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(xiǎn)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(cái)務(wù)分析師(Corporate Finance Analyst)

公司財(cái)務(wù)顧問(Corporate Finance Consultant)

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

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

公司*財(cái)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(huì)計(jì)師(Accountant) >>>點(diǎn)我領(lǐng)取*CFA學(xué)習(xí)計(jì)劃<<<

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

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

企業(yè)價(jià)值評(píng)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(jī)效評(píng)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(jì)(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(yíng)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)

CFA持證的過程不是一件簡(jiǎn)單的事情，成為一名真正的CFA持證人，你在CFA道路上才能走的更久。