CFA三级通过后能成为cfa持证人吗？
泽稷网校CFA为您解答：你好，很高兴为你解答啦！
CFA®持证人申请需要满足的条件：
一、拥有48个月与投资相关工作经验
工作经验需要涉及到：
评估或应用金融财务，经济，或统计数据为投资
泽稷网校CFA为您解答：你好，很高兴为你解答啦！
CFA®持证人申请需要满足的条件：
一、拥有48个月与投资相关工作经验
工作经验需要涉及到：
评估或应用金融财务，经济，或统计数据为投资运作提供决策；涉及证券或类似的投资工作（例如公开上市和私募股票、债券、抵押贷款及其衍生品；基于有价商品的衍生品和共同基金；商品和其他投资资产，如房地产和大宗商品，多元化的投资组合，有价证券的投资组合等）。
从事于或参与到投资产品设计，为其提供专业的有价值的信息，直接参与投资决策过程或者为投资决策过程提供支持等相关工作监督、管理或指导；亦或直接或间接执行操作投资活动；
从事投资活动的咨询、教学指导工作。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。
二、加入CFA®协会，成为协会正式会员
（1）CFA®协会一共设定有三种会员类型，对应的要求和资格也不同，这里首先介绍一下CFA®协会会员类型与区别：
CFA®协会会员分为Charterholder Membership；Regular Membership（正式会员）；Affiliate Membership（附属会员）。
（2）Charterholder Membership：完成CFA®考试全部三个级别的考试并具有regular member的资格的会员；
（3）Regular Membership（正式会员）：
拥有学士学位或满足同等教育和工作经验的要求；
通过CFA®Exam Level I的考试或者完成Self-administered Standards of Practice；
至少4年投资决策的相关工作经验的普通会员；
申请加入CFA®协会分会，CFA®协会分会会员身份虽是自愿申请但协会强烈建议申请加入;
同意遵守并签署协会会员协议与《职业操守声明》（即PCS）；
交纳会员费：会员标准年费为275美元；已是退休状态的会员年费为100美元；（分会的会员费是多样的，可参考具体所属分会会费交纳标准；CFA®协会与分会的会员费一旦交纳，不可退费，不可转让会费。）
Affiliate Membership：指同意遵守协会的规定，并完成PCS的提交，完成向中国协会或其他地区协会的affiliate member提交申请的会员。
会员的范畴包含持证人：CFA®考试分为三级考试，在通过CFA®一级考试后，你就可以加入CFA®协会成为CFA member®了。
逐次通过CFA®考试全三级，并且通过相关工作经验的认证，递交申请，经协会确认通过后，才会给你charter，从而使你成为charterholder。当然，charterholder是必须每年缴纳会费的，也就是说charterholder必然都是member。
在名字后面加后缀（李二，CFA）的都是charterholder，member、candidate，或者通过了三级考试但从业经验不足、没递交申请的，都没有资格添加此后缀。
三、宣誓遵守《职业道德规范及职业行为标准》
四、申请加入当地分会
五、完成CFA®考试三个级别的考试
上述五个步骤完成后即满足CFA®资格认证持有人的申请要求，其中第二条与第三条可登录CFA®协会官网个人账户内，在考生个人账户中Membership栏目下有专门提交申请的通道，考生登录后即可提出申请。
申请成为CFA®持证人需要需要4年被认可的专业工作经验，不论是参加CFA®考试前、考试中、考试后积累的直接参与投资决策过程或者为投资决策过程提供支持等相关工作，但有些考生还是不太清楚某些职业的工作经验是是否满足，下面就总结了这么一份被CFA®协会认可的工作职位及具体的描述。
1 Client Service Representative or Relationship Manager
CFAI（CFA Institute,the same below) Description: \"Responsible for all activities related to investment firm client service, including: communicating investment performance and strategy to clients and serving as a lesson between client and portfolio manager.\"
2 Compliance Analyst or Compliance Officer
CFAI Description: \"Responsible for ensuring investment firm’s adherence to applicable laws, regulations and professional standards of practice.\"
3 Investment Consultant
CFAI Description: \"Provides investment consulting services, including developing investment policy statements; formulating and delivering investment reviews, conducting asset allocation studies, managing client relationships; monitoring investment performance.\"
4 Corporate Chief Financial Officer
CFAI Description: \"Responsible for determining structure and funding needs through equity, debt, and alternative investments; evaluating financial fundamentals, and making capital investment decisions.\"
5 Corporate Finance Analyst
CFAI Description: \"Analyze financial fundamentals and capital needs for ongoing corporate operations and/or new projects; conduct long range financial planning; analyze and value possible mergers and acquisitions, asset sales and capital investment decisions. Determine and recommend funding strategies through various security or financing options.\"
6 Investment Banking Analyst
CFAI Description: \"Analyze and value securities for public offering; target and value mergers and acquisitions for corporate clients.\"
7 Derivatives Analyst
CFAI Description: \"Formulate strategies and valuations for derivative securities.\"
8 Economist
CFAI Description: \"Develop economic outlooks to be used in the formulation of investment strategies and portfolio structuring.\"
9 Institutional Sales Professional or Business Development
CFAI Description: \"Cultivate new business opportunities by marketing investment products to institutional investors. Execute trades and convey research of securities and strategies to institutional investors.\"
10 Investment Strategist
CFAI Description: \"Apply investment knowledge to develop and analyze investment strategies designed to achieve investor goals as part of the overall investment process.\"
11 Portfolio Manager
CFAI Description: \"Manage clients’ investment portfolios. Responsible for investment decision-making, including security selection, industry/sector selection and portfolio construction.\"
12 Private Client Investment Advisor
CFAI Description: \"Manage portfolios of high net-worth clients. Identify investor objectives and develop investment policies. Manage client relationships.\"
13 Professor/Instructor
CFAI Description: \"Academic, full-time professor or instructor at a college or university teaching investments, finance and/or economics. Other “business” course instruction does not qualify for the award of the CFA Charter.\"
14 Quantitative Investment or Risk Analyst
CFAI Description: \"Conduct quantitative research and/or performance attribution analysis to assist portfolio managers and traders with investment decisions and risk management. Supply portfolio managers with analytical tools needed for portfolio management.\"
15 Real Estate Investment Manager
CFAI Description: \"In the context of diversified securities portfolios, specialize in the management of real estate investments, including, developing investment policies and monitoring performance.\"
16 Regulator/Supervisor of Investment Firm
CFAI Description: \"Oversee legal/regulatory compliance matters, perform due diligence and ensure firm compliance with all applicable federal securities laws, state statutes, regulatory agencies, and investment laws. Review and maintain investment contracts, registration statements, regulatory filings and documents.\"
17 Security/Investment Analyst
CFAI Description: \"Analyze, value, and recommend securities in one or more asset classes (equity, fixed income, alternative investments, or derivatives).\"
18 Securities Trader
CFAI Description: \"Execute buy and sell transactions in investment securities. Develop and disseminate information about markets and the trading environment to securities dealers and portfolio managers.\"
19 Valuator of Closely Held Business
CFAI Description: \"Value business/company/corporation where stock is thinly traded (or privately held) and for which the market offers limited buyers/sellers. Analyze financial statements, accounting methods, capital budget projects, acquisitions and asset sales.\"
20 Venture Capital Analyst
CFAI Description: \"Conduct market research and analysis to solicit/raise capital for equity or debt funding, mergers, capital leasing, acquisitions or divestitures.\"
四、CFA工作经验检测工具
We invite you to use the tools below to determine whether your work experience qualifies for CFA Institute regular membership and to prepare your application.
CFA®协会要求工作经验检测工具：
https://www.cfainstitute.org/community/membership/process/Pages/work_experience.aspx
