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如何描述CFA持证工作经验

2024-01-24   Meteor

在对工作经验进行描述时,申请人应先描述自己的工作内容,以及工作内容与投资决策的关系。申请人需要展示自己的工作对进行投资决策产生哪些影响,以及自己的工作产出为进行投资决策提供了哪些附加价值。以下提供几个示例,供申请人参考。
示例1
符合要求的描述
I prepare financial models based on reviewed information,analyze fundamentals,and value acquisition targets to provide recommendations to the investment committee.
满足了哪些条件
1.申请人描述了该职位所进行的独立的分析工作。
2.该工作的产出为财务模型以及投资建议,可以影响投资决策。
示例2
不符合要求的描述
My work focuses on successfully managing key relationships with end-clients relating to a new Know Your Client(KYC)initiative.
不足之处
申请人需要更详细地描述自己的工作内容。现在的描述无法清楚地了解该职位会进行哪些独立的分析工作,也没有阐明自己的工作成果如何对投资决策产生影响。
润色后的描述
I develop and maintain strong working relationships with clients and communicate investment performance and strategy.I provide advice on a wide and diverse range of investment solutions customized to best meet the financial needs of those clients after thoroughly assessing financial fundamentals,reviewing business risk profile,and doing stress testing on cash flows.

以上就是【如何描述CFA持证工作经验】的全部解答,如果想要学习更多的相关知识,欢迎大家前往frmcfa.com
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