以下是CFA协会指定的工作经验要求，主要是利用经济的，统计的，财务的信息进行投资决策分析，注重的工作的实质而不仅仅是职务，工作经验可以在考前、考中、考后累计，以下是CFA协会网站上对于工作经验的详细要求：
Work Experience Guidelines
FOR THOSE CANDIDATES WHO WERE REGISTERED BEFORE THE 2005 EXAMINATION YEAR AND WHO SUCCESSFULLY COMPLETE THE PROGRAM BY 2007, THE FOLLOWING REQUIREMENTS AND WORK EXPERIENCE GUIDELINES APPLY.

Work Experience Guidelines For Eventual Award of the CFA? Charter

Three 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 work experience includes activities that consist to a significant extent of collecting, evaluating, or applying financial, economic, or statistical data (as appropriate) as part of the investment decision-making process; or supervising, directly or indirectly, persons who practice such activities; or the teaching of such activities. The investment decision-making process is the professional practice of financial analysis, investment management, securities analysis, or other similar activities.

CFA? CANDIDATES ARE REQUIRED TO SPEND AT LEAST 40 PERCENT 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.

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)


FOR THOSE WHO ARE REGISTERING FOR THE 2005 PROGRAM FOR THE FIRST TIME AND FOR ALL CANDIDATES WHO REMAIN IN THE PROGRAM AFTER 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

[此贴子已经被engon于2006-11-11 20:06:45编辑过]

记得还要两个charter holder 做 ponsors, 如果要获得 charter 的话。

能坚持通过三级考试的人，到时通过审查应该不难。

可以报考，没有学位，有四年全职工作经验（不仅限于金融投资领域）或者大学学习年限与工作经验合计满四年都可以报名参加CFA考试，不过在报名完成后，CFA协会会要求你提供相应的书面的对你经验说明。

[此贴子已经被作者于2006-11-7 10:44:45编辑过]

我是工科背景、也没有财经方面的工作经验，按说也能考是吧？

但是，我看很多单位招这方面的人的时候把专业列在第一条、把cfa只列在参考的位置，所以担心能找到工作么？

看来对最后神情charter holder的工作经验要求加强了

请问  “大学本科学历和学士学位或以上”

具体意思是怎么理解

本科毕业有毕业证书但没取得学位证书可以报名么？

国外学校不是只看学位的么，计划经济的产物“毕业证”有用么

如果只是专科毕业，还需要哪些相关工作经验？

做酒店财务的工作经验行不？

international hotel finance

怎么报CFA要护照吗？我还是大学学生，没护照怎么办啊？还要想办法去搞一个吗？

我现在是从事的美股证券交易，是日内交易员，是加拿大总公司下属的中国分部，我的工作感觉没有用到特别多的金融方面的专业分析知识，这能不能算是cfa认可的工作经验，我已经作了三年，是理科出身，想考CFA。感觉难度挺大的，顺便问下有没有朋友也想考的，有时间大家可以一起交流一下，我的邮箱是bangtengzhou@sina.com.

这个网站超级好 很人性化 谢谢你们