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2017年CFA三级成绩公布已经有一段时间了，通过CFA三级的考生在后台咨询高顿CFA关于CFA持证人申请问题，下面关于CFA持证人申请所需要工作经验说明以及CFA持证人申请流程。许多学员在申请CFA之前会有很多关于工作经验方面的问题，下面高顿CFA小编就将大家所反映的问题整理，一一为大家解答。
申请成为CFA持证人需要多少年的工作经验?
在通过CFA三级考试后，需要4年(48个月)被认可的专业工作经验，不论是参加CFA考试前、考试中、考试后积累的工作经验，都是被认可的。
被认可的工作经验有哪些?
认可的工作经验包括：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。
参见以下职位列表和相关工作经验的描述：
职位列表举例
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。
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."
Compliance Analyst or Compliance Officer
CFAI Description: "Responsible for ensuring investment firm’s adherence to applicable laws, regulations and professional standards of practice."
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."
Corporate Chief Financial Officer
CFAI Description: "Responsible for determining structure and funding needs through equity, debt, and alternative investments; *uating financial fundamentals, and making capital investment decisions."
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."
Investment Banking Analyst
CFAI Description: "Analyze and value securities for public offering; target and value mergers and acquisitions for corporate clients."
Derivatives Analyst
CFAI Description: "Formulate strategies and valuations for derivative securities."
Economist
CFAI Description: "Develop economic outlooks to be used in the formulation of investment strategies and portfolio structuring."
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."
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."
Portfolio Manager
CFAI Description: "Manage clients’ investment portfolios. Responsible for investment decision-making, including security selection, industry/sector selection and portfolio construction."
Private Client Investment Advisor
CFAI Description: "Manage portfolios of high net-worth clients. Identify investor objectives and develop investment policies. Manage client relationships."
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."
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."
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."
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."
Security/Investment Analyst
CFAI Description: "Analyze, value, and recommend securities in one or more asset classes (equity, fixed income, alternative investments, or derivatives)."
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."
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."
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."
真正成为一名CFA Charter holder，需要符合如下4个条件：
1.同意并准守CFA职业道德操守与专业行为准则。
2.依次通过CFA三个级别的考试。
3.具备4年CFA协会认可的工作经历（何为认可的工作经历，后文会详细描述）。
4.申请并加入所在地分会并成为CFA正式会员。
CFA提交charter holder member申请后，一般多久能批准?
正常你在完成“步骤6+2”之后，申请人将会收到协会最终的确认邮件。6-8周后Printed Charter会快递到你手中。
高顿CFA小编给大家详细介绍一下“步骤6+2”
Step 1
Personal Profile Update更新个人信息（难度★）这部分的填写非常容易，请根据个人信息如实准确填写即可。
需要提请关注两点：
表格中有Display Name Format的选项（Family name, Given name OR Given name, Family name），申请人可以根据个人喜好和习惯选择在CFA证书上自己姓名的出场顺序申请提交后协会很有可能通过电话或电子邮件的形式与你个人取得联系。例如对你提交工作经验中有不明确的地方就可能通过电话或邮件请你作出进一步的解释。因此请在申请期间保持通讯畅通并时常查看。
Step 2
Addresses更新通讯地址（难度★）
在你成为一名CFA持证人之后，协会每月都会向你邮寄CFA的杂志和资料，请确保地址信息录入准确。
Step3
Education 教育背景（难度★★）
申请人需要拥有本科学位或大学的学习年限和在投资决策领域的工作时间合计满4年等同于获得本科学位。此部分请根据个人情况如实填写即可。
Step4
Work Experience 更新工作经历（难度★★★★）CFA协会对工作经验的要求是非常严格的。他不在乎你的公司名气有多大或你个人的title有多高，协会关注的是你工作的实质。简单来说如果你所从事的工作是利用经济的、统计的或财务的数据进行投资分析、研究、决策或投资管理，这样才是CFA协会认可的工作经历。
Step5
elect society添加申请人的所在地协会（难度★）这里的默认选项为学员所在地的分会。
Step6
Reference 提供推荐人信息（难度★★）
推荐人的数量及资质要求：申请人只要找到三名认识并了解你的人做推荐即可，三名人士不需要是CFA的持证人。如果三人中有一人为持证人并且和被推荐人隶属同一分会的话这时申请人只需两名推荐人即可。
如果三人中有一人持证并且和被推荐人隶属同一分会的话这时申请人只需两名推荐人即可(同一分会指的是申请人和推荐人所在同一地区而非同一国家的分会。
例：如果申请人在北京，推荐人之一隶属CFA BEIJING那么申请人只需2个推荐人即可）如果申请人和推荐人都隶属同一国家CFA CHINA，一个在CFA BEIJING另一个在CFA SHANGHAI的话这时仍然需要三名推荐人做推荐。
如下图在这里只需填写推荐人的姓名和邮箱信息然后点击“send email”，协会会立即将相关确认问题发送给你选择的推荐人。
高顿财经CFA第一时间收到学员的喜讯，高顿CFA三级学习群里面，通过的消息被刷屏。截止今日中午，高顿CFA统计CFA学员通过人数和成绩，高顿CFA三级通过人数再次被刷新，创高顿历史新高。CFA三级作为 CFA的最后一级考试，通过三级意味着即将成为CFA charter holder。高顿CFA三级面授班成为历年三级考生中，通过CFA全部考试人数最多的一次。
