認可的工作經驗包括:直接參與投資決策過程或者為投資決策過程提供支持等相關工作。
職位本身的名稱不能直接決定是否被CFA協會認可,主要是日常工作中涉及到的職務內容必須50%以上和投資決策相關的才是被認可。如果所從事的工作在以下舉例的職位以外,但工作中涉及的職務內容和投資決策相關,亦可提供詳細的工作經驗給CFA協會,也是被認可的。
工作職位列表:
Accountant
Actuary
Auditor
Compliance analyst/officer
Consultant
Corporate chief financial officer
Corporate finance analyst
Client service representative or relationship
manager
Derivatives analyst
Economist
Financial adviser
Financial journalist/editor
Institutional sales professional/business
development(buy and sell side)
Investment banking analyst
Investment consultant
Investment strategist
Investor relations
Mutual fund sales
Portfolio administrator
Portfolio manager
Private client investment adviser
Product/software developer
Professor/instructor
Quantitative investment or risk analyst
Real estate investment manager
Regulator
Securities trader
Securities underwriter
Security/investment analyst
Supervisor of investment firm
Valuator of closely held business
Venture capital analyst