Detailed introduction to CFA application conditions and preparation materials!

What are the preparation materials for CFA application requirements? Today, my senior student will provide you with detailed answers. Let's take a look together~

1、 What is CFA
CFA is the abbreviation of "Chartered Financial Analyst", which is a professional qualification title in the securities investment and management industry. The CFA exam is an internationally recognized professional qualification certification for financial investment practitioners. The certificate obtained after the exam is recognized as the highest certification in the financial and securities industry in the United States and the world, and is also a necessary certificate for analysts in heavyweight financial institutions in the United States. The Financial Times magazine compares the CFA professional qualification to the "gold standard" for investment professionals, and the People's Daily has repeatedly recommended the CFA qualification as one of the most valuable certificates.

2、 Career prospects
CFA cultivates talents in investment and analysis in the financial industry. There are two main directions for comparison:
One is the direction of investment analysis, commonly known as the seller, which can go to investment banks and securities firms for investment analysis, industry research, and so on; Analysts from well-known investment banks and securities firms receive high salaries, so the comprehensive ability requirements for practitioners are relatively strict.
Many investment banks and securities firms consider CFA as one of their job requirements when recruiting analysts, making it difficult for those without a certificate to enter important positions in this field.
The second direction is asset management and investment management, which is commonly known as the buyer. The holder can work as a fund manager or portfolio manager in a fund company.
In other financial fields, the recognition of CFA is also high.
On a global scale, the top ten major companies that hire CFA members are Bank of America Merrill Lynch, Citigroup, Credit Suisse, Deutsche Bank, HSBC, JPMorgan Chase, Morgan Stanley, Royal Bank of Canada, UBS, and Wells Fargo.
Main employers in Chinese Mainland include: Bank of China, Industrial and Commercial Bank of China, HSBC, CITIC Group, four major firms, Ping An Insurance, China Merchants Group, Guotai Jun'an Securities, etc.

3、 Specific requirements for applying for the CFA exam:
1.The conditions for applying for the CFA exam in junior college:
1) 3 years of college education+1 year of work experience,
2) 2 years of college education+1 year of work experience,
3) Two and a half years of college and one year of work experience;
The requirements for applying for the CFA exam after high school graduation:
Obtained 4000 hours of work experience in three consecutive years of high school or above;
Self study exams can also be applied for as long as one has a considerable degree of education and work experience.
Note: Work experience and higher education can be combined to achieve the minimum number of hours and years, assuming that higher education requires 1000 hours per year.
Undergraduate students must graduate before applying for the CFA Level 2 exam, and this requirement remains unchanged.
2. Possess an international travel passport;
The CFA Association requires each CFA exam course candidate to hold a valid international travel passport to register and participate in the exam.
3. Possess the ability to take English exams;
The CFA exam is a full English exam, therefore, taking the CFA exam requires a certain level of English proficiency.
4. Comply with professional conduct admission standards and comply with the ethical standards of the CFA Association;
All candidates for the CFA exam must fill out the 'Declaration of Professional Conduct' form to prove that they meet this requirement.
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