CFAI認可的工作 - 金融分析師

※ 引述《tisker (被叮的亂七八糟)》之銘言：
: 請問若考過CFA之後也要有至少三年以上工作經驗
: 才能取得執照
: 那有沒有所被認可的工作經驗的職稱呢？
: 請問在哪裡可以找到阿
: 剛去CFA官網繞了好久都找不到......
: 麻煩一下 謝謝！


FOR THOSE WHO ARE REGISTERING FOR THE 2005 PROGRAM FOR THE FIRST TIME AND FOR
ALL CANDIDATES WHO REMAIN IN THE PROGRAM AFTER 1 JULY 2007, THE FOLLOWING
REQUIREMENTS AND WORK EXPERIENCE GUIDELINES APPLY.
Work Experience Guidelines For Eventual Award of the CFA Charter

Four years of acceptable professional work experience are required before the
CFA charter can be awarded. This experience may be accrued while the
candidate is in the CFA Program, after the candidate has passed all three
levels of examinations, or from previous positions. Acceptable Professional
Work Experience as it relates to applicants seeking to become Charterholder
Members, or Regular Members, includes activities that consist to a majority
extent of:

(i) evaluating or applying financial, economic and/or statistical data as
part of the investment decision-making process involving securities or
similar investments, which includes, but is not limited to, publicly traded
and privately placed stocks, bonds and mortgages and their derivatives;
commodity-based derivatives and mutual funds; and other investment assets,
such as real estate and commodities, if these other investment assets are
held as part of a diversified, securities-oriented investment portfolio; or

(ii) supervising, directly or indirectly, persons who practice such
activities; or

(iii) teaching such activities.
CFA CANDIDATES ARE REQUIRED TO SPEND 50 PERCENT OR MORE OF THEIR TIME IN
THESE ACTIVITIES TO ACCRUE THE REQUIRED PROFESSIONAL WORK EXPERIENCE. Summer,
part-time, and internship positions do not qualify. The following job titles
are provided as a guide only. Job titles alone cannot convey the true nature
of the underlying job duties. Therefore, to assess professional work
experience, evaluate the nature of your job activity, as described
previously, rather than merely the job title.

1. Client Service Representative or Relationship Manager
2. Compliance Analyst/Officer
3. Investment Consultant
4. Corporate Chief Financial Officer
5. Corporate Finance Analyst
6. Investment Banking Analyst
7. Derivatives Analyst
8. Economist
9. Institutional Sales Professional/Business Development
(Buy & Sell Side)
10. Investment Strategist
11. Portfolio Manager
12. Private Client Investment Advisor
13. Professor/Instructor
14. Quantitative Investment or Risk Analyst
15. Real Estate Investment Manager
16. Regulator/Supervisor of Investment Firm
17. Security/Investment Analyst
18. Securities Trader
19. Valuator of Closely Held Business
20. Venture Capital Analyst


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以下頭銜是2004以前認可的，2005年就不行了

Accountant
Actuary
Auditor
Bank Examiner
Bank Lending (corporate)
Business Appraiser
Client Services Manager
Compliance Examiner
Consultant on Investment Manager Selection/Investment Policy
Corporate Chief Financial Officer
Corporate Controller (not finance/not investment)
Derivatives Analyst
Director of Finance
Director of Mutual Funds
Economist (involved in investment decision-making process)
Financial Journalist (Editor/Reporter/Publisher)
Financial Planner
Internal Corporate Planning Analyst
Internal Management of Investment Firm
Investment Banking/Corporate Finance Consultant
Investment Sales (consultative)
Investment Strategy Formulation
Investor Relations
Management Consultant (excluding personnel)
Marketer (of investment management services, funds, securities, etc.)
Mutual Fund Sales/Trainer
Options/Futures/Commodities Analyst
Portfolio Administrator
Portfolio Manager
Portfolio Performance Evaluator
Portfolio Strategist
Product/Software Developer (of investment-related products/services)
Professor/Instructor (investment, finance, and economics, or non-financial
business administration)
Quantitative Investment Analyst
Real Estate Investment Manager
Risk Analyst (securities related)
Securities and Investment Analyst
Securities Regulation
Securities Trader
Securities Underwriter
Stockbroker/Registered Representative
Valuator of Closely Held Business
Valuator of Mergers/Acquisitions
Venture Capital Investment (not securities)




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