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."
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工作經驗檢測工具
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®持證人申請需要滿足的條件：
一、擁有48個月與投資相關工作經驗
工作經驗需要涉及到：
評估或應用金融財務，經濟，或統計資料為投資運作提供決策；涉及證券或類似的投資工作（例如公開上市和私募股票、債券、抵押貸款及其衍生品；基於有價商品的衍生品和共同基金；商品和其他投資資產，如房地產和大宗商品，多元化的投資組合，有價證券的投資組合等）。
從事於或參與到投資產品設計，為其提供專業的有價值的資訊，直接參與投資決策過程或者為投資決策過程提供支援等相關工作監督、管理或指導；亦或直接或間接執行操作投資活動；
從事投資活動的諮詢、教學指導工作。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。
二、加入CFA®協會，成為協會正式會員
（1）CFA®協會一共設定有三種會員型別，對應的要求和資格也不同，這裡首先介紹一下CFA®協會會員型別與區別：
CFA®協會會員分為Charterholder Membership；Regular Membership（正式會員）；Affiliate Membership（附屬會員）。
（2）Charterholder Membership：完成CFA®考試全部三個級別的考試並具有regular member的資格的會員；
（3）Regular Membership（正式會員）：
擁有學士學位或滿足同等教育和工作經驗的要求；
透過CFA®Exam Level I的考試或者完成Self-administered Standards of Practice；
至少4年投資決策的相關工作經驗的普通會員；
申請加入CFA®協會分會，CFA®協會分會會員身份雖是自願申請但協會強烈建議申請加入;
同意遵守並簽署協會會員協議與《職業操守宣告》（即PCS）；
交納會員費：會員標準年費為275美元；已是退休狀態的會員年費為100美元；（分會的會員費是多樣的，可參考具體所屬分會會費交納標準；CFA®協會與分會的會員費一旦交納，不可退費，不可轉讓會費。）
Affiliate Membership：指同意遵守協會的規定，並完成PCS的提交，完成向中國協會或其他地區協會的affiliate member提交申請的會員。
會員的範疇包含持證人：CFA®考試分為三級考試，在透過CFA®一級考試後，你就可以加入CFA®協會成為CFA member®了。
逐次透過CFA®考試全三級，並且透過相關工作經驗的認證，遞交申請，經協會確認通過後，才會給你charter，從而使你成為charterholder。當然，charterholder是必須每年繳納會費的，也就是說charterholder必然都是member。
在名字後面加字尾（李二，CFA）的都是charterholder，member、candidate，或者通過了三級考試但從業經驗不足、沒遞交申請的，都沒有資格新增此後綴。
三、宣誓遵守《職業道德規範及職業行為標準》
四、申請加入當地分會
五、完成CFA®考試三個級別的考試
上述五個步驟完成後即滿足CFA®資格認證持有人的申請要求，其中第二條與第三條可登入CFA®協會官網個人賬戶內，在考生個人賬戶中Membership欄目下有專門提交申請的通道，考生登入後即可提出申請。
申請成為CFA®持證人需要需要4年被認可的專業工作經驗，不論是參加CFA®考試前、考試中、考試後積累的直接參與投資決策過程或者為投資決策過程提供支援等相關工作，但有些考生還是不太清楚某些職業的工作經驗是是否滿足，下面就總結了這麼一份被CFA®協會認可的工作職位及具體的描述。
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工作經驗檢測工具
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®協會要求工作經驗檢測工具：
https://www.cfainstitute.org/community/membership/process/Pages/work_experience.aspx