CFA证书申请:不同的工作在填写工作经验时该怎么做?

如果你满足了CFA证书申请条件,那你就可以向CFA协会申请了,在填写工作经验时是有很多注意事项的,关于工作经验的填写该怎么做呢?小编给你说说!

不同的工作是有不同的写法的,那是怎样的呢?小编简单的给你说说,需要你在此基础上继续完善,结合实际情况加入具体工作内容!Model1Accountant

DeionI perform to exercise accounting supervision and formulate specific measures for handling accounting affairs of my company;participate in the preparation of economic plans and business plans,analysis of the implementation of budget and financial plans.


Model2Actuary

DeionI perform projections,cash flow analysis,and durational analysis of individual health insurance policies.These activities have a direct bearing on the investments chosen to back the reserves for these blocks of business.

Mode3Auditor

DeionI perform financial statement audits of investment companies and in the process test the custody and pricing of the portfolios.Used Bloomberg and learned the accounting of several security types,including equities,bonds,options,and futures.

Model4Consultant

DeionI am a management consultant to the financial services industry,working with risk management functions,assisting clients in developing and refining statistically based credit risk models covering a diverse range of portfolios.

Model5Analyst

DeionAs a financial engineer in an asset management company,I am responsible for evaluating product development and using quantitative methods and tools to recommend asset allocations,construct portfolios,and perform derivative analysis.

Model6Portfolio Manager

DeionRebalance high-net-worth clients'portfolios by trading short-term assets and pooled funds.Analyze and evaluate client performance reports.

所以,你CFA证书申请到这一步了吗?如果没有那你就要加把劲儿,早日一名CFA持证人!

戳:各科必背定义+历年真题中文解析+学习备考资料(PDF版)