CFA今年6月的考試已經(jīng)結(jié)束了,CFA三級(jí)考試成績(jī)于將于今年8月12日正式公布,全球CFA考試均已收到CFA協(xié)會(huì)的成績(jī)郵件,對(duì)于通過(guò)考試的考生來(lái)說(shuō),下一步需要考慮的就是如何向CFA協(xié)會(huì)提出持證申請(qǐng),小編就對(duì)這一過(guò)程中必不可少的推薦人這一角色做一說(shuō)明。
 
  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.
  這是CFA協(xié)會(huì)對(duì)外公布的推薦人資格說(shuō)明,也就是說(shuō)每個(gè)申請(qǐng)人都需要三名業(yè)內(nèi)專業(yè)人士作為推薦人,或者兩名CFA協(xié)會(huì)會(huì)員作為推薦人才行。
  整個(gè)申請(qǐng)流程包括:
  1)依次通過(guò)三個(gè)級(jí)別的考試;
  2)具有四年或以上的CFA 認(rèn)可的與投資決策過(guò)程相關(guān)的專業(yè)工作經(jīng)驗(yàn)(相關(guān)經(jīng)驗(yàn)可在考前、考中、考后積累);
  3)提交兩封引薦人Sponsor的推薦信;
  4)申請(qǐng)成為CFA及所在協(xié)會(huì)的會(huì)員資格(membership);
  5)遞交職業(yè)品行陳述。