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CFA最新的豁免政策汇总(三)

来源:中博 | 更新:2016/7/18 0:00:00 | 关键词:CFA豁免

摘要:下面是CFA最新的豁免政策,中博小编为大家整理出来,希望能够帮到大家。

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下面是CFA最新的豁免政策,中博小编为大家整理出来,希望能够帮到大家。

     金融和投资相关的认证机构授予的豁免资格考试或继续教育要求

1、ACCA特许公认会计师

CFA持证人提供官方资格证明可以豁免财务会计考试(F3)

To qualify as an ACCA member, applicants must complete a minimum of five exams (out of a possible 14 exams). CFA charterholders applying for ACCA membership are exempt from the Financial Accounting exam (Paper F3), one of five mandatory examinations.

To obtain the waiver, request official documentation of your charterholder status from recognition@cfainstitute.org and submit the documentation to ACCA.

2、CFP国际金融理财师

修完在CFP委员会注册的顶点课程,CFA持证人就会有CFP认证考试的申请资格。

CFA Charterholders are recognized as fulfilling most of the education coursework requirement for CFP® certification. After completion of a capstone course registered with CFP Board, CFA Charterholders are automatically eligible to apply for the CFP® Certification Examination.

3、CPA注册会计师

全国会计委员会协会的成员拥有Claritas Investment Certificate(属于CFA协会的认证考试),有资格获取36.5CPE credits,因为全国会计委员会协会把CFA协会看作继续专业教育(CPE)的主办机构

Certified Public Accountants (CPAs) must adhere to the continuing professional education (CPE) requirements set forth by the State Board of Accountancy of the state/s where a CPA license is held.

The National Association of State Boards of Accountancy (NASBA) recognizes CFA Institute as a continuing professional education (CPE) sponsor on NASBA’s National Registry of CPE Sponsors.

NASBA has accredited the Claritas Investment Certificate as qualifying for 36.5 CPE credits for its members

4、CDir(注册主任)

CFA持证人可缩短CDir专业的经验要求,由5年减少到3年。

To acquire the CDir, an applicant must (1) pass an exam, (2) attend a developing board performance exercise and complete a self-evaluation form, (3) meet professional experience requirements, and (4) participate in an interview with two senior members of the IoD.

The IoD accepts the CFA charter as a professional qualification. Therefore the CFA charter shortens the professional experience requirement from 5 years to 3 years.

5、Chartered Financial Consultant (ChFC)特许财务顾问

CFA持证人可豁免Ch FC认证所要求的HS 328投资课程

CFA charterholders are exempt from the HS 328 Investments course, which is required to earn the ChFC designation.

6、Chartered Institute for Securities & Investment (CISI)

CFA一级候选人可豁免证券投资导论;CFA持证人可豁免资本市场文凭中的金融市场单元

The Chartered Institute for Securities & Investment (CISI) is a professional body for those who work in the financial and investment industry; it offers qualifications, training, and industry membership.

CFA Program Level 1 candidates are exempts from the Introduction to Securities and Investments.

CFA Charterholders are exempt from the Financial Markets unit of the Diploma in Capital Markets.

7、Chartered Institute of Management Accountants (CIMA) 特许管理会计师公会

通过CFA三级考试有利于学员提前进入(CIMA) 特许管理会计师公会

The Organization

CIMA is a professional body of management accountants with with 218,000 members in 177 countries.

The Waiver

Passing the CFA Level III exam qualifies for the Master’s gateway route. This is an accelerated entry program to the CIMA.

8、Chartered Insurance Institute (CII)英国特许保险学会

候选人完成CFA1级,2级或3级(在2007年1月1日完成考试)授予豁免权AF4投资计划(金融服务资格框架高级文凭获得30学分)+ R02投资原则和风险(金融服务资格框架的文凭水平获取20学分)。

Candidates who have completed CFA Program Level I, Level II, or Level III (completed 1 January 2007 to date) are granted an exemption from AF4 Investment planning (30 credits at Advanced Diploma level in the Financial Services qualifications framework) plus R02 Investment principles and risk (20 credits at Diploma level in the Financial Services qualifications framework).

9、Chartered Life Underwriter (CLU) 特许人寿保险承保人

CFA持证人豁免CLU认证所要求的HS 328 投资课程

CFA charterholders are exempt from the HS 328 Investments course, which is required to earn the Chartered Life Underwriter (CLU) designation.

10、Institute and Faculty of Actuaries (IFoA) 英国精算师协会

CFA持证人或者CFAL1,CFAL2,CFAL3候选人有资格申请豁免IFoA与CFA每个级别相关的科目。这些科目包括:CT7, CT2 (Level I),CT3 & CTI (Level II), CT8 (Level III) and ST0 (CFA 持证人)

The Institute and Faculty of Actuaries (IFoA) recognizes CFA charterholders/Fellows and successful CFA Level I, II and III candidates as eligible to apply for exemption from the IFoA subject(s) relevant to each level. These include: CT7, CT2 (Level I), CT3 & CTI (Level II), CT8 (Level III) and ST0 (CFA charterholder/Fellow).

11、Investment Management Certificate (IMC) 投资管理证书

投资管理证书由英国CFA协会管理,包括unit1投资环境和unit2投资实践,通过CFA1级的考生有资格免除unit2.

The Investment Management Certificate (IMC) is administered by the CFA Society of the UK and consists of Unit 1: The Investment Environment and Unit 2: Investment Practice. After earning the IMC, candidates are qualified to apply for membership with the CFA Society of the UK.

Candidates who have passed the CFA Level I exam are eligible to be waived out of Unit 2. The application to receive the waiver is made available on the candidate's Unit 1 exam results page.

12、Professional Risk Manager (PRM)职业风险管理师

CFA持证人可以豁免PRMI 和II级别的考试

PRM candidates who are CFA charterholders can be granted exemptions from PRM exams I and II.

13、Society of Actuaries (SOA)精算师协会

精算师协会有三种证书,分别为ASA,CERA,FSA。CFA协会可豁免ASA和CERA证书。

The Society of Actuaries (SOA) is an educational, research and professional organization dedicated to serving the public and Society members. They offer three certifications: Associate of the Society of Actuaries (ASA), Chartered Enterprise Risk Analyst (CERA), and Fellow of the Society of Actuaries (FSA). The CFA Institute currently holds waivers for the ASA and CERA certifications.

14、The Institute of Chartered Accountants in England and Wales (ICAEW)

英格兰和威尔士特许会计师协会

ICAEW)英格兰和威尔士特许会计师协会会授予6个学分给CFA持证人,3个学分被授予证书级别的考试(会计,管理信息和商务金融);3学分被授予专业等级的考试(财务会计与报告,金融管理和经营战略)的考试。

The ICAEW is a professional membership organization that promotes, develops and supports chartered accountants around the world.

The ICAEW has awarded credit to CFA charterholders for six of ICAEW’s Certificate and Professional Level (CPL) exams. Three credits have been awarded for Certificate Level (Accounting, Management Information, and Business and Finance) and three have been awarded for Professional Level (Financial Accounting and Reporting, Financial Management, and Business Strategy) exams.

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