CFA的作用可远不止“特许金融分析师”那么简单,有了它以后,在很多情况都可以走“fastpass”哦。擦亮眼镜来看一下CFA都还有哪些你不知道的功能吧~
研究生提供豁免入学考试
特别提醒!以下所有豁免信息来源网络,CFA菌目前没找到官方的说明文件,所以无法证实其准确性,小伙伴们看看就好,如果有知道官方说明的请文末留言告知,多谢!
CFA考试可豁免大学入学考试或者部分课程,以下是部分高校的豁免政策:
监管机构提供豁免许可的考试的区域划分
1) 在美洲,研究生院校给予的豁免及免除学分的政策。
American University, Kogod School of Business
美国大学,Kogod商学院
Master of Science in Finance (MSF) 金融专业理学硕士
When applying for an MSF, those who have passed the CFA Level I exam are waived out of the GMAT score requirement
(申请MSF时,通过CFA一级考试,可免除GMAT分数要求)
Master of Science in Real Estate (MSRE) 房地产专业理学硕士
When applying for an MSRE, those who have passed the CFA Level I exam are waived out of the GMAT score requirement
(申请MSRE时,通过CFA一级考试,可免除GMAT分数要求)
Boston University
波士顿大学
Master of Science in Banking and Financial Services Management 银行与金融服务管理理科硕士
CFA charterholders are eligible for four course waivers in this 12-course online degree program
(CFA持证人有资格获取4门课的豁免)
Concordia University, John Molson School of Business
康科迪亚大学 ,约翰·摩尔商学院
Master of Business Administration (MBA) 工商管理学硕士
Applicants who have passed CFA Level I exam at the time of application are exempt from the GMAT admission requirement
(通过CFA一级考试,可豁免GMAT入学要求)
Dartmouth College, Tuck School of Business
达特茅斯学院塔克商学院
Master of Business Administration (MBA)工商管理学硕士
CFA charterholders are exempt from the finance core requirement of Tuck’s MBA program
(CFA持证人有资格豁免MBA核心金融课程的要求)
Queen's University, Queen's School of Business
女王大学商学院
Master of Finance 金融硕士
Applicants who have passed the CFA Level I exam are waived out of the GMAT requirement
(通过CFA一级考试的申请人豁免GMAT要求)
Sacred Heart University, Welch College of Business
韦尔奇圣心大学商业学院
Master of Business Administration (MBA) 工商管理学硕士
Charterholders applying to the MBA program may request a waiver for the GMAT score requirement。
(持证人申请MBA课程,可豁免GMAT分数要求)
University of California Berkeley, Haas School of Business
加州大学伯克利分校哈斯商学院
Master of Business Administration (MBA)工商管理学硕士
MBA candidates who have passed the CFA Level III exam are granted an automatic waiver in two core courses: MBA 202 Financial Accounting and MBA 203 Finance. In place of the waived courses, candidates must take elective courses to meet the 51-unit graduation requirement。
(通过CFA三级考试的候选人可自动豁免2门核心课程:MBA202 财务会计和MBA203 金融学,如果放弃豁免课程,候选人必须参加选修课程来满足51-unit的毕业要求)
University of California Los Angeles, Anderson School of Management
洛杉矶加州大学,安德森管理学院
Master of Business Administration (MBA)工商管理学硕士
With proof of charter, students studying for an MBA at the Anderson School of Management can be waived out of Mgmt 408 Financial Markets
(学生附有CFA持证人的证明,在安德森管理学院学习MBA,可豁免Mgmt408 金融市场)
University of Regina, Levene Graduate School of Business
列文里贾纳大学商学院
Master of Business Administration (MBA)工商管理学硕士
Advanced Standing is awarded to a student upon demonstration of acquired knowledge of a course's content through university or professional courses. The student is given advanced standing but this does not reduce the number of credit hours or fees required by an existing program. Students are registered in an Advanced Standing course and charged the associated tuition and fees. Up to nine credit hours of advanced standing will be offered to holders of the CFA designation
(一旦学生通过大学或者专业课程获得MBA专业课程的相关知识,就可授予免修课程资格,学生虽获得了免修课程资格,但并不会减少学员所申请项目所要求的学分和费用。注册免修课程的学生会收取相关的学费和费用。达到免修课程9个学分将会被授予CFA持证人认证)
Master of Human Resources Management (MHRM)人力资源管理学硕士
Advanced Standing is awarded to a student upon demonstration of acquired knowledge of a course's content through university or professional courses. The student is given advanced standing but this does not reduce the number of credit hours or fees required by an existing program. Students are registered in an Advanced Standing course and charged the associated tuition and fees. Up to nine credit hours of advanced standing will be offered to holders of the CFA designation
(一旦学生通过大学或者专业课程获得MBA专业课程的相关知识,就可授予免修课程资格,学生虽获得了免修课程资格,但并不会减少学员所申请项目所要求的学分和费用。注册免修课程的学生会收取相关的学费和费用。达到免修课程9个学分将会被授予CFA持证人认证)
University of Toronto, Rotman School of Management
多伦多大学罗特曼管理学院
Master of Finance Program 金融硕士
Applicants who have passed CFA Level III exam at the time of application are exempt from the GMAT entrance requirement. Applicants who have not yet passed the CFA Level III exam must provide a GMAT score. While there is no minimum score required, test performance will play a role in determining applicant ranking
(通过CFA三级的申请人,可豁免GMAT的入学考试要求,未通过CFA三级的申请人必须提供GMAT分数。虽然没有最低分的要求,但是考试分数将决定申请人的级别)
University of Wisconsin-Parkside
威斯康星大学,帕克赛德分校
Master of Business Administration (MBA)工商管理学硕士
Charterholders applying to the MBA program who have a minimum 2.75 undergraduate GPA are exempt from the GMAT score requirement。
(拥有Undergraduate GPA最低分为2.75分的CFA持证人,申请MBA时可豁免GMAT的分数要求)
Wilfred Laurier University
劳里埃大学
Master of Finance Program 金融硕士项目
Applicants who have passed CFA Level I exam at the time of application are exempt from the GMAT entrance requirement
(通过CFA一级考试的申请人可豁免GMAT入学要求)
York University, Schulich School of Business
约克大学舒立克商学院
Master of Finance Program 金融硕士项目
Applicants who have successfully completed CFA Level I are exempt from the GMAT/GRE application requirement.
(成功的通过CFA一级考试的申请人可豁免GMAT/GRE申请要求)
2) 在亚太地区 研究生院校给予的豁免及免除学分的政策。
Griffith University
格里菲斯大学
Master of Finance 金融硕士
Applicants who have passed the CFA Level 1 exam are eligible for 40 CP credit (four courses) in the foundation component of the Master of Finance program
(通过CFA一级考试的申请人有资格获取40学分(4门课))
Master of Finance and Investments (MFI) 金融学和投资硕士
When applying to the Master of Finance and Investments (MFI) program, those who have passed the CFA Level I exam are exempt from the GMAT/GRE/BAT score requirement, as well as the requirement of completing a specialized undergraduate degree in finance.Applicants who passed CFA Level 2 exam may apply for up to 40 CP credit (four standard courses) towards the Master of Finance and Investments degree requirements。
(申请MFI时,通过CFA一级考试的学生可豁免GMAT/GRE/BAT的分数要求以及完成金融专业本科学位的要求;通过CFA二级的考试的申请人,申请(MFI)时,可申请多达40学分(相当于4门标准课程))
IE Business School
西班牙企业学院
Master in Advanced Finance 高级财务硕士
Successful CFA Level II candidates applying for the Master in Advanced Finance program may waive the requirement to submit GMAT or GRE scores in the application process。
(CFA二级候选人申请高级财务硕士可豁免GMAT或GRE的分值要求)
Master in Finance&Global Master in Finance 金融硕士和全球金融硕士
Successful CFA Level I candidates applying for either of these two degrees may waive the requirement to submit GMAT or GRE scores in the application process。
(CFA一级候选人申请以上两种学位时,可豁免GMAT或GRE的分值要求)
3)在欧洲、中东和非洲地区 研究生院校给予的豁免及免除学分的政策。
EADA Business School
巴塞隆纳高级管理学院
International Master in Finance 国际金融硕士
Applicants who have passed the CFA Level I exam are exempt from taking the GMAT/ EADA entrance exam.
(通过CFA一级的考试的申请人可豁免参加GMAT/EADA入学考试)
Frankfurt School of Finance and Management
法兰克福金融管理学院
Master in Finance 金融硕士
Master of Finance students at Frankfurt School of Finance and Management may have one elective waived for having passed a CFA exam (any of the three levels).
(法兰克福金融管理学院金融硕士的学生通过CFA考试(三个级别任何一个级别即可)可选择一次豁免的机会)
Lancaster University Management School
兰卡斯特大学管理学院
Master of Science 理学硕士(MSc )
In October 2015, Lancaster University Management School will launch an MSc Advanced Financial Analysis program. CFA Level 1 will be an entry requirement.
(2015年10月兰卡斯特大学管理学院将开展MSc高级财务分析项目。CFA一级被列为准入条件)
Universidad de Castilla la Mancha
卡斯蒂利亚拉曼查大学
Master in Banking and Quantitative Finance 银行和定量金融硕士
CFA charterholders may apply for a waiver from the first year of the Master in Banking and Quantitative Finance program (two years full time, 120 ECT credits) at Universidad Complutense de Madrid (UCM). Applicants for the waiver must be CFA charterholders with the intent of writing a PhD thesis.Successful applicants are exempt from the first year of the Master’s program . Students enroll directly into the second semester of the program, consisting of one semester of live lectures at UCM and one semester writing an essay which is presented at the end of the term.CFA charterholders from all countries may apply for this waiver.
(CFA持证人在卡斯蒂利亚拉曼查大学 银行和定量金融硕士(2年全职,120ECT credits)的第一年可申请豁免。豁免的申请人必须是CFA持证人,并且具有写博士论文的想法。成功的申请人可豁免硕士学位的第一年,学生可以直接的报名进入第二学期的课程,包括在卡斯蒂利亚拉曼查大学,一学期的Live Lectures 课程和一学期的论文写作课程,并且这篇论文将会在学期末提交)所有国家的持证人都可申请此豁免。
Universidad Complutense de Madrid (UCM)
马德里康普顿斯大学
Master in Banking and Quantitative Finance 银行和定量金融硕士
CFA charterholders may apply for a waiver from the first year of the Master in Banking and Quantitative Finance program (2 years full time, 120 ECT credits) at Universidad Complutense de Madrid (UCM). Applicants for the waiver must be CFA charterholders with the intent of writing a PhD thesis.
Successful applicants enroll directly into the second semester of the program, consisting of one semester of live lectures at UCM and one semester writing an essay which is presented at the end of the term.CFA charterholders from all countries may apply for this waiver.
(CFA持证人在银马德里康普顿斯大学银行和定量金融硕士(2年全日制,120ECT credits)的第一年可申请豁免。豁免的申请人必须是CFA持证人,并且具有写博士论文的想法。申请成功的可豁免硕士学位的第一年,学生可以直接的报名进入第二学期的课程,包括在UCM,一学期的Live Lectures 课程和一学期的论文写作课程,并且这篇论文将会在学期末提交所有国家的持证人都可申请此豁免)
Universidad del País Vasco
巴斯克大学
Master in Banking and Quantitative Finance 银行和定量金融硕士
CFA charterholders may apply for a waiver from the first year of the Master in Banking and Quantitative Finance program (two years full time, 120 ECT credits) at Universidad del Pais Vasco. Applicants for the waiver must be CFA charterholders with the intent of writing a PhD thesis.
Successful applicants are exempt from the first year of the Master’s program (which can otherwise be attended at Universidad del País Vasco). Students enroll directly into the second semester of the program, consisting of one semester of live lectures at UCM and one semester writing an essay which is presented at the end of the term.
CFA charterholders from all countries may apply for this waiver.
(CFA持证人在巴斯克大学银行和定量金融硕士(2年全日制,120ECT credits)的第一年可申请豁免。豁免的申请人必须是CFA持证人,并且具有写博士论文的想法。申请成功的学生可豁免硕士学位的第一年,学生可以直接的报名进入第二学期的课程,包括在UCM,一学期的Live Lectures 课程和一学期的论文写作课程,并且这篇论文将会在学期末提交)
所有国家的持证人都可申请此豁免。
Universidad de Valencia
瓦伦西亚大学
Master in Banking and Quantitative Finance 银行和定量金融硕士
CFA charterholders may apply for a waiver from the first year of the Master in Banking and Quantitative Finance program (two years full time, 120 ECT credits) at Universidad de Valencia. Applicants for the waiver must be CFA charterholders with the intent of writing a PhD thesis.
Successful applicants are exempt from the first year of the Master’s program (which can otherwise be attended at Universidad de Valencia). Students enroll directly into the second semester of the program, consisting of one semester of live lectures at UCM and one semester writing an essay which is presented at the end of the term.
CFA charterholders from all countries may apply for this waiver.
(CFA持证人在瓦伦西亚大学银行和定量金融硕士(2年全日制,120ECT credits)的第一年可申请豁免,申请人必须是CFA持证人,并且具有写博士论文的想法。
申请成功的学生可豁免硕士学位的第一年,学生可以直接的报名进入第二学期的课程,包括在UCM,一学期的Live Lectures 课程和一学期的论文写作课程,并且这篇论文将会在学期末提交)
所有国家的持证人都可申请豁免。
University College Cork
科克大学
Master of Science 理学硕士
CFA charterholders are waived from the ten credit AC6120 Professional Examination Report module in the MSc.Asset Management program.
(CFA持证人在MSc资产管理AC6120专业检测报告模块中可豁免10 credit )
监管机构提供豁免许可的考试的区域划分
特别提醒!以下所有豁免信息来源网络,CFA菌目前没找到任何官方的说明文件,所以无法证实其准确性,小伙伴们看看就好,如果有知道官方说明的请文末留言告知,多谢!
一、美洲Americas:
巴西Brazil
加拿大Canada
墨西哥Mexico
秘鲁Peru
美国United States
二、亚洲太平洋Asia Pacific
澳大利亚Australia
香港Hong Kong
印度尼西亚Indonesia
马来西亚Malaysia
新西兰New Zealand
巴基斯坦Pakistan
菲律宾Philippines
新加坡Singapore
斯里兰卡Sri Lanka
台湾Taiwan
泰国Thailand
越南Vietnam
三、欧洲、中东、非洲Europe, Middle East, and Africa
亚美尼亚Armenia
巴林Bahrain
保加利亚Bulgaria
埃及Egypt
希腊Greece
爱尔兰Ireland
以色列Israel
泽西岛Jersey
科威特Kuwait
荷兰Netherlands
葡萄牙Portugal
南非South Africa
土耳其Turkey
英国United Kingdom
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
特别提醒!以下所有豁免信息来源网络,CFA菌目前没找到任何官方的说明文件,所以无法证实其准确性,小伙伴们看看就好,如果有知道官方说明的请文末留言告知,多谢!
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科目中的金融市场单元的文凭
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(2007年1月1日完成日期)授予豁免权AF4投资计划(30学分在金融服务高级文凭水平资格框架)+ R02投资原则和风险(20学分在金融服务资格文凭水平框架)。
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和unit2,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.
特别提醒!以上所有豁免信息来源网络,CFA菌目前没找到官方的说明文件,所以无法证实其准确性,小伙伴们看看就好,如果有知道官方说明的请文末留言告知,多谢!
END
来源网络,具体出处不明,特别提醒!以上所有豁免信息来源网络,CFA菌目前没找到官方的说明文件,所以无法证实其准确性,小伙伴们看看就好,如果有知道官方说明的请文末留言告知,多谢!泽稷网校微信公众号CFAer(ID:CFA-CHN)转载推荐 ,编辑:lililuo,泽被天下,稷往开来,文章版权归原作者所有,转载需自行联系授权!如有版权问题请联系微信号:374208596!加CFA全球考友群@CFA主页君微信号:374208596
网友评论