cfa持证需要不低于36个月，性质为投资决策相关的工作经验。职位本身的名称不能直接决定是否被CFA协会认可，主要是日常工作中涉及到的职务内容必须50%以上和投资决策相关的才是被认可。如果所从事的工作在以下举例的职位以外，但工作中涉及的职务内容和投资决策相关，亦可提供详细的工作经验给CFA协会，也是被认可的。

cfa持证符合要求的工作经验包含三大类：

(资料图片仅供参考)

1、在金融、经济或者统计数据分析中，直接涉及了投资决策（investment decision-making process）；

2、作为领导监督指导（supervise）上述工作；

3、和上述工作相关的教学培训；

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cfa持证要求工作经验详细解读

对于工作性质更具体的描述其实在协会设计的一个问卷里，通过问题就可以看出什么工作是可以被认定为“符合要求”。大家可以参考：

1、Do you construct or rebalance client portfolios，prepare financial models，or perform/evaluate independent analysis leading to an investment decision?

即进行投资组合构建和调整，使用金融模型，对于投资决策进行独立的分析。

2、Do you make investment decisions based on the application of financial，economic，or statistical data involving securities or similar investments held as part of an investment portfolio?

即应用数据分析进行投资。

3、Do you determine capital structure and funding needs through equity，debt，and alternative investments，conduct long-range financial planning，evaluate financial fundamentals，analyze and value securities for public offerings or mergers and acquisitions，and/or make asset sales and capital investment decisions?

即融资和财务规划，适用于企业的资金部，银行的计财部等。以及分析IPO、并购重组、重大资产收购等，适用于投行类业务。

4、Do you conduct asset allocation analysis or apply investment knowledge to develop，analyze，and/or explain investment policy statements or strategies designed to achieve investor goals as part of the overall investment process?

即资产配置和IPS撰写，也是三级两门重点科目。

5、Are you engaged in investment/financial advising or planning for corporations，institutions，or individuals（other than yourself or your family）?

即投资顾问。但这里考生需要注意，给自己理财不算工作经验，并且帮家人也不行。

6、Do you supervise employees who evaluate or apply financial，economic，and/or statistical data as part of the investment decision-making process?

第六条为三大类工作经验的第二类：监督指导与投资决策相关的工作。

7、Do you research or develop tools，models，strategies，and/or communications that assist portfolio managers and traders with investment decision and risk management?

即研发投资或风控相关的模型。

8、Do you oversee legal/regulatory compliance matters in the investment profession，perform due diligence，and/or ensure that investment firms adhere to applicable laws，regulations，and professional standards of practice?

即投资相关的法律或合规工作。

9、Are you a full-time professor or instructor teaching finance-related courses and/or CFA Program curriculum，developing educational content，and engaging in research to advance the understanding of investment practice and theory?

即全职金融类教授或讲师，特别指出的是教CFA也算在内。

10、Do you design and implement software solutions for people，processes，and technology that directly drive investment decisions（i.e.，software and/or platforms that are used to build financial models，construct，manage，and analyze portfolios，analyze risk and return）?

即为投资分析设计背后的软件。很多机构的“金融科技部”或“技术部”符合这一要求。

只要你符合以上这十个问题里描述的任何一项工作就可以去申请持证了。

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