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金融理财师报考条件
金融理财师报考条件
一、入学资格：
1、凡报考全国金融投资师(FI)和金融理财师(CFA)资格考试的学员，应具有中等以上文化程度，入学年龄限17周岁（含）以上。
2、高中毕业以上文化程度者，入学年龄19周岁（含）以上的学员，可参加全国FI考试；大专毕业以上文化程度者，入学年龄21周岁（含）以上的学员，可参加全国CFA考试。
3、经中国注册会计师协会审核批准的院校毕业生及本科生，以及在职人员，可不受年龄限制，可参加FI和CFA考试。
4、凡具有本科及以上学历的学员，可不受FI年龄及学历限制，可直接报考CFA。
二、报考条件：
1、FI考试报考学员应有完整的FI考试《学习指南》及FI考试培训课程，报考学员及学习者，应具备相关的理财基础知识。
2、CFA考试报考学员，应有CFA《学习指南》及CFA考试培训课程，也应具备一定的金融投资知识及投资理论、投资技术及实务经验，才可报考此资格考试。
3、FI考试报考学员，该项资格由国家金融与经济委员会发布，考试作为正式报考考试人员应提交：完整的FI考试申请表、该资格背景材料及VI考试历史情况等有关资料。
4、CFA考试报考学员，该项资格由中国注册会计师协会发证，考试报考人员应提交：完整的CFA考试申请表、本科及以上学历资料、具有FI考试证书及CFA考试历史情况等有关资料。
三、年检手续：
1、FI考试及CFA考试报考学员应按每三年一次，按时检查所学考试专业门类及真实财务报表，以确保品牌资格被保持。FI考试及CFA考试检查重点包括：资料真实可靠性检查、从业经验完备性及报告完整性检查、实务知识熟练度检查、外汇、保证金、期货、基金等财金类证书等考核（若已取得相应证书者免考）。
2、FI及CFA考试报考学员应根据本资格解释原则及相关法律法规，保持学员资格正常并保持真实有效。
四、参考资料：
FI考试学习指南；
CFA考试学习指南；
中国注册会计师协会审核批准的院校毕业生及本科生申请表；
相关法律法规，如关于金融投资行业从业人员的注册管理规定等。
afp考试报名入口官网
The Association of Fundraising Professionals (AFP) exam is a highly sought-after qualification for anyone looking to break into the field of fundraising. The exam is designed to assess the individual’s knowledge, skills and abilities as related to fundraising practice and concepts.
The AFP examination registration portal is an online portal that provides candidates with the means to register for the AFP examination. It is simple to use and provides access to all the information an individual needs to take the exam and become an AFP certified professional.
The registration process begins by creating a new user account. Your account will be used to store your application information and provide secure access throughout the registration process. You will need to provide basic contact information and create a unique personal identification number.
Once you create your account, you will be directed to the examination registration page where you will be able to select your desired examination site, select the start time for your exam, and enter payment information. Payment for the AFP examination must be completed online prior to the date of the exam.
The next step of the registration process is to verify that you meet the requirements of the exam. This includes ensuring that you have the necessary background and experience to be granted certification. You also must provide verification documents such as a CV, a letter of reference, and copies of relevant degrees or certifications.
After verifying that you meet the criteria for the exam, you will be ready to submit your application and schedule your exam. You will be able to view available exam dates and times, and register for the exam on the specified date. Once your registration is complete, you will receive a confirmation email that includes a unique exam registration number.
One week before the exam, AFP will send an email with updated details about the exam, including your unique exam registration number, the time and location of the exam, and any additional information required for the day of the exam. On the day of the exam, you should arrive at least 30 minutes prior to the start time. Once onsite, you must present a valid form of ID and your exam registration number.
The AFP examination is designed to assess an individual’s knowledge, skills and abilities related to fundraising practice and concepts. It is a respected certification that can open doors to career advancement, higher salaries and more recognition in the field of fundraising. The AFP examination registration portal gives individuals the information they need to register for the exam and prepare for a successful future.
