当前位置: 首页 > >

融仕国际教育CFAR考试代理报名表

发布时间:

融仕国际教育CFA?考试代理报名表 考试代理 代理报名表 融仕国际教育
请将填写好的报名表填写发回公司邮箱:cfa@chinacfa.com;

注意邮件标题格式请填为:CFA 代理报名 - 姓名。 姓名。
请您确保护照信息、电话号码的准确性,我们不对考生本人信息填写错误承担任何责任。 (中文) 姓名 (须与护照姓名严格一致) (拼音) 一级( ) 二级( ) ) ) 三级( ) ) ) 请复制“ √ ”标注 请复制“ √ ”标注 请复制“ √ ”标注

付款方式 01. 报名级别 02. 报名性质 03. 用户名 (6-15位数字或字母) 用于登陆CFA官网,一级首次报名可自行设定 04. 密 码 (7-15位数字或字母) 用于登陆CFA官网,一级首次报名可自行设定

首次报名( 用户名: 已注册(

重考(

未注册(

年 05. 参加考试时间



请选择官方教材类型:请复制“ √ ”标注 ( )电子版 (在考试费用里减免$40) ( )印刷版 (在考试费用里增加$20) ( )电子版+印刷版 (在考试费用里增加$50)

06. 参加考试地点 - 06月份国内考点:北京、上海、广州、香港 (中文) 南京、成都、天津; - 12月份国内考点:北京、上海、广州、香港; (英文) - 其他国外城市请用中英文写明 07. 称谓 08. 性别 请复制“ √ ”标注 请复制“ √ ”标注 Mr.( Male( ) ) Miss ( Mrs.( ) Female( ) ) Ms( )

09. 生日 (与护照保持一致; 形式:日 月 年) (以空格隔开) 如:01 Jan 2011 护照号码 (Passport Number) 有效期 Expiration Date(日 月 年) (如:01 Jan 2011) 签发国家(以国家代码为准) 中文: Country of Issuance 英文: (中国代码:CHN) 11. 手机 (格式:+86-13800138000) 12. 首选地址 (须至少选填其一,若接收CFA 协会纸质教材,地址要认真填写) 13. 首选邮箱 (新注册 新注册CFA帐号需要进入邮 帐号需要进入邮 帐号 箱激活,请务必填上邮箱密码) 箱激活,请务必填上邮箱密码) (温馨提示 温馨提示:为保护您的隐私,您可以自行注 温馨提示 册一个CFA官网的帐号并激活,这样就不需要 提供邮箱密码。点击此链接跳转到CFA官网新 用户注册页面) 注册成功后一定要 在 12小时 ( 注册成功后一定要在 小时 +86公司 ( ) 家( ) 请复制“ √ ”标注

10.护照信息(请确保准确性及有效期)

邮箱地址:

此邮箱密码:

内到邮箱激活) 内到邮箱激活) 14. 备选邮箱 15. 公司名称 (参加工作的请务必填写, 未毕业请填写学校名 称。) 邮箱地址: 此邮箱密码: (中文) (英文) (中文) 16. 公司地址 (英文) 17. 公司邮编: 18. 公司电话: 19. 家庭住址 (包括省、市、区、县) (在校生可以填宿舍地址) 20. 家庭邮编: 21. 家庭电话 (格式:+86-10-58690928) +86(中文) (英文)

?学历信息: 历信息:
( ( ( ( ( ( ( )Bachelors or equivalent; )Masters or equivalent; )In Progress; )JD; )MBA; )MD; )Doctorate—PhD,EdD…or equivalent

22. 最高学历

请复制“ √ ”标注

只填写你已获得最高学位证书的学校名称和毕业时间即可 23. 专科毕业学校名称 (中文名) (英文名) 毕业时间: (中文名) (英文名) 毕业时间: (中文名) (英文名) 毕业时间: (中文名) (英文名) 毕业时间:





24. 本科毕业学校名称





25. 硕士毕业学校名称





26. 博士毕业学校名称





以下为工作经历选项,如要填写, 项填写完整 否则无法提交, 以下为工作经历选项,如要填写,请保证带 项填写完整,否则无法提交,只能按未填写处理 以下工作经历选项为三级考生必填项 以下工作经历选项为专科或以下学历者必填项 27.公司名称 (中文) (英文) 28..工作职务 (中文)

(英文) Accountant Actuary Auditor CSR or Relationship Manager Compliance Analyst/Officer Consultant Corporate CFO Corporate Finance Analyst Derivatives Analyst Economist Financial Advisor Financial Journalist/Editor Inst Sales/Bus Dev (Buy/Sell) Investment Banking Analyst Investment Consultant Investment Strategist Investment Relations Mutual Fund Sales Portfolio Administrator Portfolio Manager Private Client Inv. Advisor Product/Software Developer Professor/Instructor Quantitative Inv. /Risk Analyst Real Estate Inv. Manager Regulator Securities Trader Securities Underwriter Security/Investment Analyst Supervison of Investment Firm Valuator of Closely Held Bus Venture Capital Analyst Other 月 月 (中文) (英文) 年 年 ( ( ( ( ( ( ( ( ( ( ( ( ( ( ( ( ( ( ( ( ( ( ( ( ( ( ( ( ( ( ( ( ( ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) )

29. 工作性质 (用“ √ ”选择)(单选 单选) 单选

30. 工作起始时间 31. 工作结束时间 32. Responsibility or Specific Duties (工作内 容)

以下内容为投资行业全职( 兼职)以及三级考生填 以下内容为投资行业全职(或兼职)以及三级考生填写,其他考生可不填。 投资行业全职 其他考生可不填 考生可不
哪一年开始从事投资行业? (1960 年——2010 年,没有在投资行业内工作者可以不填写) What is your current employment status? (请用“ √ ”选择 选择) 请 选择

I am employed full-time I am employed part-time I am a student, and I am not employed I am not employed I am retired Please enter the name of the firm for which you are employed? Address: If applicable, please select the level of your firm's Assets Under Management. NOTE: If your investment business is owned by a larger firm, please provide the Assets Under Management of your individual organization, not the parent company. (请用“ √ ”选择 选择) 请 选择 Less Than US$ 250 million US$ 250 million to less than 1 billion US$ 1 billion to less than 5 billion US$ 5 billion to less than 20 billion US$ 20 billion to less than 50 billion US$ 50 billion to less than 250 billion More Not Than US$ 250 billion Applicable

If your investment business is owned by a larger firm, please also provide the Assets Under Management of your parent company. (请用“ √ ”选择 选择) 请 选择 Less Than US$ 250 million US$ 250 million to less than 1 billion US$ 1 billion to less than 5 billion US$ 5 billion to less than 20 billion US$ 20 billion to less than 50 billion US$ 50 billion to less than 250 billion More Than US$ 250 billion Not Applicable If you are involved in asset management, which best describes the primary entity that most directly holds those assets? (请用“ √ ”选择 选择) 请 选择 Institutional Entities Private Individuals Approximately equal asset management of Institutional Entities and Private Individuals I am not involved in asset management Which of the following best describes the primary type of institutional entity that most directly holds those assets? (请用“ √ ”选择 请 选择) 选择 Bank/Investment Endowment/Foundation External Corporations Government/Municipal Entity Hedge Fund

Insurance Company Internal Corporate/Proprietary Mutual Fund/Investment Company Pension Fund Private Equity Fund Other Please indicate the average account value for the private individuals that you personally advise. (请 请 选择) 用“ √ ”选择 选择 Less than US$ 1 million US$1 million to $5 million US$ 5 million to $10 million US$ 10 million to $50 million US$ 50 million to $100 million More than US$ 100 million Not applicable If applicable, which of the following best describes the primary type of investments you work with? (select one) (请用“ √ ”选择 选择) 请 选择 Commodities Derivatives Equities Fixed Income Foreign Currency Hedge Funds Indexed Private Equity Real Estate Structured Products Venture Capital Other Not Applicable If applicable, select all types of investments you work with (select multiple) (请用“ √ ”选择 选择) 请 选择 Commodities Derivatives Equities Fixed Income Foreign Currency Hedge Funds Indexed Private Equity Real Estate Structured Products Venture Capital Other Not Applicable

Which of the following BEST describes your professional responsibilities? (请用“ √ ”选择 选择) 请 选择 Provide analysis, research, and portfolio management to inform investment decisions exclusively for the benefit of institutions investing their own assets or client portfolios (these professional responsibilities are also referred to as "buy side"). Provide analysis, research, and brokerage services to clients and the investing public to inform investment decisions and facilitate transactions (these professional responsibilities are also referred to as "sell side"). Both Neither Please provide your specific job title: Which of the following BEST describes your primary job function or responsibility? (These options may not reflect your specific job title.) (请用“ √ ”选择 选择) 请 选择 Accountant/Auditor Broker Chief Executive (e.g., CEO, CFO, CIO, COO, CMO, etc) Consultant Corporate Financial Analyst Financial Advisor Investment Banking Analyst/ Investment Banker Manager of Managers Performance Measurement Specialist, including GIPS? Specialist or Verifier Portfolio Manager (Institutional and/or Private Individuals) Private Banker Relationship Manager, Sales & Marketing (若选择此 项, 请勾选右 侧具体项) Institutional Sales Representative/Relationship Manager Wholesale/Intermediary Manager Marketing Manager Equity Sales Fixed Income Sales Product Development Other Research Analyst Risk Manager Strategist Trader Show additional occupations not listed above Sales Representative/Relationship

Private Client Sales Representative/Relationship Manager

* Please indicate the topics in which you are interested. (select multiple) (请用“ √ ”选择 选择) 请 选择
Standards,Ethics,and Regulations Quantitative Methods Economics Financial Reporting and Analysis Corporate Finance

Equity investments Fixed Income Investments Derivatives Alternative Investments Portfolio Management Private Wealth Management Risk Management Behavioral Finance Performance Measurement and Evaluation Firm Management None of the Above




友情链接: