成为CFA持证人需要满足的工作经验及申请方式详解 (豆瓣 CFA LEVEL1(特许金融分析师)小组)

{"blocks":[{"key":"e47v5","text":" ","type":"unstyled","depth":0,"inlineStyleRanges":[],"entityRanges":[],"data":{}},{"key":"b1b19","text":"CFA持证人(CFA Charterholder)是投资管理从业人员高职业水平、道德水准的有力证明,是金融界卓越专业成就的象征;CFA 资格强调并遵循极其严格的职业操守和道德准则.世界主要发达国家的相关行业都将CFA作为衡量金融行业人员操守是否高水平的标准.包括中国在内的投资界专业人士,越来越认识到该资格在职业诚信认证中的价值.","type":"unstyled","depth":0,"inlineStyleRanges":[],"entityRanges":[],"data":{}},{"key":"f1oro","text":"","type":"unstyled","depth":0,"inlineStyleRanges":[],"entityRanges":[],"data":{}},{"key":"efv4s","text":" ","type":"atomic","depth":0,"inlineStyleRanges":[],"entityRanges":[{"offset":0,"length":1,"key":0}],"data":{}},{"key":"9lovi","text":"","type":"unstyled","depth":0,"inlineStyleRanges":[],"entityRanges":[],"data":{}},{"key":"3381p","text":"那么如何成为CFA 持证人呢?具体要求金程老师整理如下:","type":"unstyled","depth":0,"inlineStyleRanges":[],"entityRanges":[],"data":{}},{"key":"8f8a9","text":"CFA 入会申请流程","type":"unstyled","depth":0,"inlineStyleRanges":[{"offset":0,"length":10,"style":"BOLD"}],"entityRanges":[],"data":{}},{"key":"470tk","text":"1. 登录 CFA 协会网站","type":"unstyled","depth":0,"inlineStyleRanges":[],"entityRanges":[],"data":{}},{"key":"8b6g3","text":"http://www.cfainstitute.org/finsecustomer_sso/start.swe，输入用户名和密码：","type":"unstyled","depth":0,"inlineStyleRanges":[],"entityRanges":[],"data":{}},{"key":"mqk3","text":"2. 选择 “Manage Member and Society Applications”：","type":"unstyled","depth":0,"inlineStyleRanges":[],"entityRanges":[],"data":{}},{"key":"2laaq","text":"3. 选择 “New CFA Regular Application”：","type":"unstyled","depth":0,"inlineStyleRanges":[],"entityRanges":[],"data":{}},{"key":"kj9a","text":"4.填写相关信息","type":"unstyled","depth":0,"inlineStyleRanges":[],"entityRanges":[],"data":{}},{"key":"7jov6","text":"第一步：填写个人信息；","type":"unstyled","depth":0,"inlineStyleRanges":[],"entityRanges":[],"data":{}},{"key":"5emts","text":"第二步：填写联系地址，将来证书寄送和协会会刊寄送都是发至这个地址； 第三步：填写教育背景；","type":"unstyled","depth":0,"inlineStyleRanges":[],"entityRanges":[],"data":{}},{"key":"c1uk4","text":"第四步：填写工作经历，最主要要求有 48 个月的工作经验，而且 50%以上的工作时间是在投资方面；","type":"unstyled","depth":0,"inlineStyleRanges":[],"entityRanges":[],"data":{}},{"key":"e2ujr","text":"第五步：CFA 分会选择，中国主要是选 CFA China 如果长期在国外也可以选择当地的分会，地区分会不定期组织一些会员活动；","type":"unstyled","depth":0,"inlineStyleRanges":[],"entityRanges":[],"data":{}},{"key":"ffvob","text":"第六步：填写推荐人，推荐人的姓名及邮箱，并点击 Send Email。你选择的推荐人将收到邮件，帮你填写工作背景，完成推荐。","type":"unstyled","depth":0,"inlineStyleRanges":[],"entityRanges":[],"data":{}},{"key":"dtt6f","text":"5.协会对推荐人的要求如下：","type":"unstyled","depth":0,"inlineStyleRanges":[],"entityRanges":[],"data":{}},{"key":"e6lcj","text":"Three professional references are required unless you have a reference from a regular member of the society to which you are applying. In that case, two professional references are required. Supervisor references are preferred.","type":"unstyled","depth":0,"inlineStyleRanges":[],"entityRanges":[],"data":{}},{"key":"2lkrg","text":"你需要 3 个专业人士为你推荐。你的推荐人里面如果有正式会员的话，2 个人也可以。如果你的推荐人里面有你的上司的话那更好；","type":"unstyled","depth":0,"inlineStyleRanges":[],"entityRanges":[],"data":{}},{"key":"231ei","text":"6.推荐人都帮你完成推荐信息填写之后，最后还需要申请人登陆，点击一下提交，以完成全部的申请过程；","type":"unstyled","depth":0,"inlineStyleRanges":[],"entityRanges":[],"data":{}},{"key":"62vrb","text":"7.审核时间，协会上公布的时间是 several weeks，具体几周没有公布，一般会在 1-3周内完成审核；","type":"unstyled","depth":0,"inlineStyleRanges":[],"entityRanges":[],"data":{}},{"key":"5vbu8","text":"8.完成申请之后，在协会缴纳会员费，即可成为 CFA 协会的正式会员；","type":"unstyled","depth":0,"inlineStyleRanges":[],"entityRanges":[],"data":{}},{"key":"cirbb","text":"9.关于证书发送，您可以参加 CFA 协会举办的持证人授证大会，在活动上领取您的CFA 证书，一般在年末的时候上海和北京都会举办一场。如果没有参加授证大会，那么 CFA 协会会将证书直接邮寄至您的联系地址。","type":"unstyled","depth":0,"inlineStyleRanges":[],"entityRanges":[],"data":{}}],"entityMap":{"0":{"type":"IMAGE","mutability":"IMMUTABLE","data":{"src":"https://img3.doubanio.com/view/group_topic/l/public/p162344234.jpg","width":500,"thumb":"https://img3.doubanio.com/view/group_topic/small/public/p162344234.jpg","file_size":10106,"url":"https://img3.doubanio.com/view/group_topic/l/public/p162344234.jpg","file_name":"640?wx_fmt=jpeg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1","is_animated":false,"id":"162344234","height":390,"entityKey":"6"}}}}