我们先来了解一下CFA证书申请的需要哪些条件:
1、依次通过三个级别的考试;
2、具有四年或以上的CFA认可的与投资决策过程相关的专业工作经验(相关经验可在考前、考中、考后积累);
3、提交两封引荐人Sponsor的推荐信;
4、申请成为CFA及所在协会的会员资格(membership);
5、递交职业品行陈述.
其中要注意的是第三条,两位引荐人要求分别是CFA协会的常规会员(regular member)和申请人的主管(supervisor),二名引荐人中至少要有一名是申请人正在申请的协会会员.
提交以上信息后,CFA协会会电话核实吗?
根据部分已取得证书同学的回答,提交信息后,CA协会一般不会进行电话核实.但是也有可能会核实信息的情况.
How To Become a Charterholder?
Agree to follow the CFA Institute Code of Ethics and Standards of Professional Conduct.
Pass the CFA® Program exams for Levels I, II, and III.
Have four years of qualified work experience in investment decision making.
Become a regular member of CFA Institute and apply for membership in a CFA member society.
How Long Does it Take?
Successful candidates take an average of four years to earn their CFA charter:
The exams for Levels I, II, and III are offered annually, in June. The Level I exam is also offered again in December.
You can retake each exam until you pass.
You must have 48 months of qualified work experience.
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来源:CFAinstitute,转载请注明来源,感谢作者的付出和努力.
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