What is the significance of the knowledge system of the CFA exam for the career planning of financia

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The reason why the CFA exam can become the first exam in global finance, the difficulty of the exam is secondary, the most important thing is that its course contains the financial theory of the world's most mature market, and it can be said that the full set of textbook system of the CFA exam is the professional knowledge that a market investment analyst or manager must have.

The knowledge system of the CFA exam is rigorous and logical, and the knowledge of almost every subject is self-contained, but it is subordinated to a line of knowledge - that is, how to set prices, how to more effectively control investment returns as a whole on the principles of fundamental analysis and rational investment. The CFA Association is also ingenious in designing official textbooks, which excludes quantitative analysis, professional ethics, and economics into categories, and compiles subjects with strong relevance to portfolio management, equity investment, and derivatives under one bibliography, so that candidates can learn easily. It seems that each subject has no connection, but in essence, it is a pearl that needs to be strung together as a whole. Thank you!

The CFA examination mainly measures candidates' ability to apply investment principles and professional conduct. Stage 1 courses and examinations focus on different investment tools and concepts in investment evaluation and management; The second stage focuses on asset evaluation, while the third stage goes deeper into portfolio management. Moreover, CFA courses and exams are the same all over the world, and the exams are in English.

In recent years, more and more people have taken the financial analyst exam, and the number of people taking the CFA exam in China has increased dramatically in recent years, and the popularity of CFA is due to the rapid development of global finance, which has given rise to the demand for CFA, as well as the incomparably high salary and respectable job after obtaining CFA qualification. Just as obtaining CFA Chartered Accreditation demonstrates the commitment of investment professionals to higher standards, the hiring of CFA Chartered Holders demonstrates the importance that the Company attaches to this. With such widespread recognition, CFA charter holders enjoy a clear competitive advantage in the international workplace!

Investment banking managers, managers, analysts, financial controllers, investment advisors, investment bankers, traders, etc.

As a shortage of talents, there are about 100,000 people in the world with CFA certification, and only about 2,000 people in Chinese mainland, so CFA has an enviable high income:

190,000 in the United States; 200,000 in the UK; Singapore million; Hong Kong million; Canada million; The global average is 10,000.

The average annual salary of Harvard MBA in the United States is 10,000, and the average annual salary of CFA in the United States is 10,000.

nurturing professional institutional investors;

management of the open-ended market and the establishment and operation of the GEM market; management of insurance and pensions;

demutualization and asset-based operation of commercial banks;

Indexing, analysis and risk fund management are also part of his work. Collect information on research objects, analyze and study their products, and provide analysis research and investment value reports; Track the changes in the research object, timely and dynamically judge the change in the investment value of the research object, make the expected return and risk analysis of the investment, and adjust the investment operation suggestions; Design, negotiation, contract issuance and maintenance of various public wealth management products; Develop new customers through various contact methods and keep in touch with old customers; Responsible for completing the CFA Chartered Financial Analyst career pathway for financial products includes investment banking managers, managers, analysts, financial controllers, investment advisors, investment bankers, traders, etc., and the same salary is also very good. The annual salary of CFA in the United States is more than 400,000 US dollars, and the annual salary in Hong Kong is about 300,000 US dollars.

CFA's professional ethics requirements are known as "** standards" in the industry, and the association's regulations on professional ethics standards are about the thickness of a book. For example, "gifts over $100 cannot be accepted" are to prevent CFA from accepting bribes from listed companies and making false recommendations to investors. The CFA has to guarantee to a special disciplinary committee that there will be no violations, and if the violation is investigated, the CFA license will be revoked for life.

Judging from the current employment situation in the financial industry, it is not that you can guarantee the choice of employment by taking the CFA, and most financial institutions recruit talents mainly based on industry experience. On the contrary, many financial practitioners take the initiative to study and participate in the CFA exam in order to improve their professional quality.

The positions that require CFA professional qualifications mainly include:

1. The investment banking department of the bank;

2. The financial market department of the bank;

3. Corporate business department and risk management department of the bank;

4. The financial department of the bank;

5. Trust's business, risk control and financial departments;

6. Managers, risk control and financial departments;

7. The financial department of insurance. The business, risk control, investment and finance departments of the asset management companies under the insurance company;

8. Business, risk control and financial departments of asset management companies;

9. The company's business, risk control and financial departments.

Basically, the knowledge involved in CFA is the foundation of financial work, and most of the business, risk control, and financial departments of financial institutions can use it, and there is nothing wrong with getting this.

Who is suitable for the CFA Chartered Financial Analyst certificate?

The CFA exam is like a pencil sharpener, it will make you more powerful in the workplace, but at the same time, it will also limit your job search. For example, in Portfolio Management, Equity Research, and the Hedge Fund, CFA exams can be very helpful, but if you want to change industries, such as marketing at Facebook, then the effort you have spent on taking the CFA exam may be useless.

For example, if you were in the IT industry but now want to be a venture capitalist, or if you were originally in the advertising industry and now you want to be an M&A, the MBA will be more helpful to you.

To put it simply, if you have an MBA from a prestigious university, you can work in almost any type of job, except for the portfolio management industry and the equity research industry, which specifically require the CFA exam.

Most people with an MBA still want to work in a bank or consulting company that pays better, and these companies are always looking for new talent, but an MBA degree can be very useful even if they work in other industries.

It's okay to put your GMAT score on your resume in the future, but it's certainly not as helpful as the CFA exam. Thank you!

The two are not the same, one is a certificate and the other is an academic qualification.

It is recommended to combine your planning and take an MBA first, and then a certificate.

Reasons: First, the tuition fee of the MBA has risen rapidly, and the tutoring class has also increased every year, and the CFA exam fee should not rise much.

The second is the difficulty, MBA has been tested more and more in recent years, the competition in the early exam is small, and the early exam is good for graduation. The difficulty of CFA can be understood by yourself, and if you haven't taken the test, it shouldn't change much.

The third is time, first take the postgraduate examination to save time, this year's postgraduate examination, the admission to January to September of last year is nothing, you can prepare for the CFA exam, about 3-4 years to get the two certificates. If you take the CFA first, it will take an extra year.

You can study a statistics major that is more popular now, and I think it is more practical than MBA and more helpful for your career development.

You can read an MBA in finance, and many courses are CFA exam subjects after being admitted, and then take the CFA exam by the way.

CFA is a financial analyst, and its main work is the analysis of the financial industry, including cultivating professional institutional investors; the management of the open market, the establishment and operation of the GEM market, the management of insurance and pension; demutualization and asset-based operation of commercial banks; Indexing, analysis and risk fund management are also part of his work. Collect information on research objects, analyze and study their products, and provide analysis research and investment value reports;

CFA Employment Direction.

CFA holders are well-deserved all-rounders in the financial industry, deeply involved in all aspects of the financial investment field. There are many job opportunities, including: managers, venture capitalists, hedging managers, analysts, financial planners, investment bankers, investment consultants, financial managers, financial controllers, CEOs, foreign exchange analysts, buying and selling and underwriting personnel, analysts, and financial lecturers.

CFA gold content sells high and auctions high.

As we all know, the CFA Association is composed of industry elites and executives of major financial institutions, and the scientific and standardized assessment system of the CFA Association ensures the authority of CFA professional qualification certification, professional qualification certification, and careful examination design, which makes CFA widely recognized in the financial investment industry, including Morgan, Goldman Sachs and other most well-known financial institutions have thousands of CFA talents.

A CFA certificate can be directly related to your future and treatment. Obtaining a CFA certificate is the best way to prove Zhongxian's professional level and ability in financial investment management.

What qualities does a financial analyst need to have?

1. Broad knowledge.

In addition to basic IT skills and knowledge, it is necessary to have a wide range of knowledge methods in other industries and other disciplines.

2. Outstanding financial ability.

Financial analysts often need to participate in the bidding analysis of projects, in order to ensure the profits of enterprises and the interests of customers, they must carry out financial accounting, and need to have the ability of accounting, finance, cost calculation, etc.

3. Keen observation.

Due to the particularity of projects in the IT industry, which are complex and changeable, financial analysts should be able to identify problems and hidden dangers before other personnel, and make strategies to avoid risks in advance.

I will graduate next year and want to develop in the direction of CFA, and I have two choices when looking for a job, one is to apply for a job, I think it is better to go to the ** company, ** company will generally go to the bottom to start at the beginning, so so.

CFA qualification is considered to be a commitment of the highest level of expertise and ethics in the investment industry.

As a CFA qualification certificate holder, you can work in major financial investment institutions, and you can adapt to a wide range of applications. For example: ** management companies, investment banks, foreign investment banks, commercial banks, ** companies, finance companies, insurance companies, etc.

Most of the existing CFA qualified owners in China also work in such institutions, especially foreign joint ventures and wholly-owned financial investment institutions.

At present, the most famous institutions that employ CFA holders in the world include: Merrill Lynch, Goldman Sachs, JPMorgan, Citigroup, PricewaterhouseCoopers, etc. The financial industry in developed countries, with the expansion of financial innovation and business, has extended to a wide range of fields.

Derivatives, fixed income products, venture capital, PE and other related fields are waiting to be developed by a new generation of domestic financial talents.

At present, domestic financial institutions generally have problems such as a low level of investment analysis and a shortage of qualified personnel with expertise in financial investment analysis. There is an urgent thirst for high-end financial talents: many companies (especially foreign-funded institutions) make it clear when recruiting:

Work experience is required, professional certificate (CFA, FRM) is preferred. According to incomplete statistics, China will need 150,000 professionals in the financial field every year in the next 10 years. The employment prospects for CFA certificate holders are very positive.

If you have any questions, you can consult Beijing Keston Education, the teachers there are very kind! Hehe!