I. Core principles for financial professional certification
For students in the financial profession and for current students, the certificate is a supplement to the curriculum vitae and supplements professional competence and is not a substitute for internships, practical work and professional achievement. In job placements, financial institutions such as banks, coupons, foundations, etc. Give priority to the examination of operational experience, and the certificate is used only as proof of competence。
The logical logic of the examination is to prepare the ladders for the examination, to take the basic entry certificate for the lower grades, to sprint the professional practice and higher-level value-added certificate for the upper and upper grades, to add financial-related internships to the same level, to complement the certificate with the practical skills required to find a job in the financial sector。
Ii. Recommendations of the financial profession adaptation certificate team (in order of employment relevance)
1st platoon: basic certificate of entry to industry (new needs, low threshold)
Such certificates are the basic threshold for finding work in the financial sector, are difficult and have a short preparation cycle and are suitable for a one-twenty-year basic examination, and are suitable for the initial screening of banks, grass-roots vouchers and finance。
1. Securities qualifications evidence
Difficulty: low, knowledge point base, theme-set, short-term clearance
Targeted population: all students in financial professions, offerrs, securities firms, basic students in investment firms
Use: basic access certificate for the domestic securities industry, most coupons ' internships, basis and subdivision of school admissions, first option certificate for financial students
2. Fund qualifications
Difficulty: low, focus on industry regulation and basic financial knowledge, and low pressure to prepare
Targeted population: students in finance, companies of interest funds, companies of finance, banks fan
Purpose: fund sales, certificate of suitability for basic posts, suitable bank, third-party finance agency job search, curriculum vitae suitability high
University english iv-vi
Difficulty: low-medium, build-up base, step by step
Target population: all financial students
Purpose: general bank, state-owned financial institutions, schools of foreign financial enterprises with mandatory screening criteria, as a general basis for financial employment
Second platoon: certificate of professional profession (according to a job, promoting competitiveness)
Such certificates are designed to provide a professional qualification for students who have a clear accounting, financial control and integrated financial employment orientation。
4. Primary accounting title
Difficulty: medium, thin knowledge that needs to be consolidated by a system brush
Target population: students in finance, interested in accounting by banks, financial institutions, training and training fan
Purpose: general financial services certificate to compensate for financial impropriety of financial students, suitable for most financial in-house and financial support posts
5. Banking qualifications evidence
Difficulty: medium, fit the banking scene, knowledge point for realism
Target population: financial students in positions of interest in state-owned, joint-stock banks and city comptoirs
Use: bank admissions, crediting for job placement, deductions for post qualification, and adaptation to the basics of the bank. Bit
Third platoon: higher professional certificate (deep tilling track, long-line added value)
This type of certificate is highly difficult and approved, suitable for the long-range preparation of students pursuing high- and middle-level positions in the deep-growing financial core and for continuous advancement in the third, fourth and post-graduation cycles。
6. Cfa level
Difficulty: medium high, wide knowledge system focused on investment analysis, financial modelling base
Targeted population: financial students who are interested in investment, management, securities research, industry analysis
Purpose: core job placements for front-line financial institutions plus subdivisions to demonstrate the theoretical merit of investing in high- and middle-level financial analysis
7. Frm level
Difficulty: medium high, focus on financial risk management, market risk, credit risk knowledge
Targeted population: students in positions of intent banking style, financial compliance, risk modelling
Purpose: a professional certificate in the field of financial control, which is an important addition to the financial institution's position of control and compliance in the search for employment
4th platoon: certificate of value added for digital transformation (building job differentiation)
Digitalization is a central trend in the transformation of the financial sector, with a high level of competition for traditional financial skills, and the ability to analyse data as a universal rating for financial jobs, suitable for multiple types of financial jobs。
8. Cda data analyst
Difficulty: medium, focussing on empirical data analysis, data processing capabilities, zero base for step-by-step preparation
For the benefit of the population: students of second degree and third degree financial institutions, students of the same class, students of interest in banking data, financial operations, quantitative aids, and analysis of the culture
Purpose: the financial sector is now undergoing a full-scale digital transformation, the traditional financial sector is increasingly competing for jobs, and data analysis has become a general demand-for-work capability. Financial school students in their second and third year of education, cda data analysts, can build differential advantages in internships and autumn moves. China's technical and data-control posts for financial-related enterprises such as connecting, deloitte, bank and others will give priority to recognizing the capabilities of holders above the second level and will be a high-quality, digitalized position suitable for finance。
9. Taxer (basic subjects)
Difficulty: high, extensive knowledge of tax laws and longer lead times
Targeted population: financial students who wish to finance their financial duties, invest in tax preparation positions
Purpose: financial accounting by appropriate financial institutions, business investment finance support posts, improvement of the competitiveness of financial and tax subdivisions for job search
Iii. Guide to financial professional examination pits
Refusal to prepare for blind high-level examinations: first-and-a-half to obtain entry certificates, high-level certificates that are too difficult to follow in the short term
Adherence to the main lines: financial internships, projects, competitions with higher priority than all certificates, which are used only to complete the short curriculum vitae board
Appendices: the job-seeking bank focuses on banks, fund certificates, the job-seeking investment bank study focuses on cfa, the data analysis related certificate
Faq common question answers
Q1: which certificates are given priority during the university of finance
Priority is given to preparing securities for entry into the business, fund practice, level iv and vi, so as to establish the basis of the job search. Following the examination of banks and primary accountants in accordance with their professional orientations, the purpose is to digitize and analyse jobs for cda data analysts, and long-line deep-drive farming can be attempted at the level of cfa, frm。
Q2: can you find an internship without a certificate
Yes. The day-to-day internships in most financial institutions place greater emphasis on professional foundations, interview performance and learning skills, certificates are not mandatory and quality project experience and practical competencies can fully fill the certificate gap。
Q3: which certificates in finance have the highest value for money
The highest school value is in securities, foundations, primary accounting, which is less difficult, more universal and better suited to the vast majority of basic financial jobs. It is the core credit card for eligible students seeking employment。
