認(rèn)可的工作經(jīng)驗包括:直接參與投資決策過程或者為投資決策過程提供支持等相關(guān)工作。
職位本身的名稱不能直接決定是否被CFA協(xié)會認(rèn)可,主要是日常工作中涉及到的職務(wù)內(nèi)容必須50%以上和投資決策相關(guān)的才是被認(rèn)可。如果所從事的工作在以下舉例的職位以外,但工作中涉及的職務(wù)內(nèi)容和投資決策相關(guān),亦可提供詳細(xì)的工作經(jīng)驗給CFA協(xié)會,也是被認(rèn)可的。
工作職位列表:
Accountant
Actuary
Auditor
Compliance analyst/officer
Consultant
Corporate chief financial officer
Corporate finance analyst
Client service representative or relationship
manager
Derivatives analyst
Economist
Financial adviser
Financial journalist/editor
Institutional sales professional/business
development(buy and sell side)
Investment banking analyst
Investment consultant
Investment strategist
Investor relations
Mutual fund sales
Portfolio administrator
Portfolio manager
Private client investment adviser
Product/software developer
Professor/instructor
Quantitative investment or risk analyst
Real estate investment manager
Regulator
Securities trader
Securities underwriter
Security/investment analyst
Supervisor of investment firm
Valuator of closely held business
Venture capital analyst