CFA证书申请工作经验怎么写,有什么要求?高顿CFA老师整理关于CFA协会要求的申请证书经验原文、如何描述CFA申请证书工作经验、提交CFA证书申请工作经验前的准备工作。

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  一、关于CFA协会要求的申请证书经验原文:
 
  At least four years (48 months) of experience in:
 
  Evaluating or applying financial, economic, and/or statistical data as part of the investment decision-making process; supervising persons who conduct such activities; or teaching such activities.
 
  (评估或应用金融财务,经济和/或统计数据,作为投资决策过程的一部分; 监督开展此类活动的相关工作; 或教授相关内容的职位。)
  二、如何描述CFA申请证书工作经验?
 
  提交协会认可的工作岗位名称;
 
  除工作职位外,还需要提交所负责的具体工作细节;
 
  在提交的每个协会认可的工作职位需要写明申请人的职责范围;
 
  申请者需要保留申请材料的备份,以便在申请材料提交至协会前可及时更新!
 
  三、在提交CFA证书申请工作经验前,可以参考这部分:
 
  自我工作经验是否能得到协会认可,即工作经验自我评估,请点击:Take the Work Experience Self Assessment
 
  参考工作经验描述样本,请点击:Work Experience Descriptions
 
  参考工作职位列表样本,请点击:Sample Member Job Titles
 
  参考申请需注意的清单,请点击:Review the application checklist
  What Makes a Good Description?
 
  For each job description, you should describe your job duties and how they relate to investment decision making. Each description needs to:
 
  Green check - YES
 
  Demonstrate how you conduct independent analysis that impacts investment decision-making for institutions or individual clients.
 
  Green check - YES
 
  Indicate how your duties produce a work product that informs or adds value to the investment decision-making process.
 
  详细可以参考cfa协会官网:
 
  https://www.cfainstitute.org/en/membership/join/work-experience
 
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