Financial analysts are mainly distributed in securities companies, commercial banks, insurance companies and investment institutions, and are known as the “gold-collar class” in the financial world . The core job of financial analysts is to discover clues about the growth and decline of companies from the information that is constantly changing in these markets, so as to form investment recommendations and decisions.

According to the “National Statistical Data of the National Bureau of Statistics on May 19, 2023” report, among the 19 national classified industries, the average annual salary of employees in the financial industry ranks among the top three in the industry. There are broad prospects for employment development, and there is still a large shortage of high-end financial talents in the country.

In response to the country’s need to cultivate high-level financial talents and meet the needs of multinational financial talents of enterprises, IFFSA has introduced international professional qualification courses, hired senior industry professionals to develop a learning system for international chartered financial analysts, and launched the “International Chartered Financial Analyst” “Master Certification”, selects and focuses on training for the whole society, adopts a teaching model that combines theoretical learning and practical operation, and provides practical resources such as practical skills training, internship training, etc., and is committed to improving the professional development and career employability of members. Cultivate and deliver more high-end professional talents in the direction of international chartered financial analysts to the society.

investment companies, mutual fund companies, securities companies, investment banks, multinational corporations, foreign banks, the Big Four, financial securities and fund institutions, government departments, listed companies, etc. to engage in investment portfolio managers, research analysts, administrative President/President, Financial Advisor, Senior Portfolio Manager, Quantitative Analyst, General Fund Manager, Investment Banking Analyst, etc. , or become a Private Wealth Manager .

Be 18 years old or above, hold a college degree or above, regardless of major or experience.

The exam is held on the morning of the last Saturday in March, June, September and December every year. It consists of theoretical exams, multiple choice questions, and Chinese online computer-based exams. It mainly assesses the basic requirements and related knowledge requirements that practitioners should master to engage in this profession , 100 Multiple-choice questions, with a full score of 100 points, and a test score of 60% is considered qualified. You can receive a paper certificate within one month after passing the test . If you do not pass the exam for the first time, you can retake it for free.

International Chartered Financial Analyst certification holders are required to complete 60 follow-up education credits every three years to renew their certificates.

Examination fee: HKD 520 for the first time, including one free re-examination; HKD 300 for re-examination.

Membership fee: HKD 120, payable annually.

Certificate maintenance: HKD 300/time, payable every three years.

If you already hold other IFFSA certifications, the first-time exam fee is only HK$300. The membership fee and certificate maintenance fee can be used interchangeably; you can choose to pay either membership fee or certificate maintenance fee.

Hold valid CFA certification, FRM certification, Australian Public Accountant IPA and other certificates. After meeting certain conditions, you can apply for exemption from the exam to obtain International Chartered Financial Analyst certification.