请各位前辈指教：Pass三级以后可否等工作经历满了再申请RegularMember？

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老公的三级pass了。
但是他工作经验还差两年半，发现成为AffiliateMember要交费，给CFAI每年1700多人民币，好像还要另外给ChinaCFA交年费。
可否等工作经历满了再申请RegularMember拿CFA证书？
在工作经历满之前，成为AffiliateMember或RegularMember有啥好处呀？请各位前辈指教，谢谢！

To qualify for affiliate membership, you must:

Agree to and sign the Member's Agreement and Professional Conduct Statement.
• Fulfill society requirements, which vary by society.
• All societies require two sponsor statements as part of each application which are submitted online by your sponsors.
  

Once you're approved for affiliate membership by a society, you will be prompted to activate your membership. You may activate your membership at that time or wait until you qualify and are approved for regular membership (see below) to activate your membership.

To qualify as a regular member of CFA Institute and a local society, you must:

• Hold a bachelor's degree from an accredited institution or have equivalent education or work experience.
  Pass Level I of the CFA exam or pass the self-administered Standards of Practice Examination. Have 48 months of acceptable professional work experience in investment decision making. Fulfill society requirements, which vary by society (find a society). Unless you are upgrading from affiliate membership, all societies require two sponsor statements as part of each application; these are submitted online by your sponsors.
• Agree to adhere to and sign the Member's Agreement, a Professional Conduct Statement, and any additional documentation requested by CFA Institute.
  

If you are an affiliate member and meet the requirements stated above, you must update the appropriate information in your account and submit an online membership upgrade application.

To become a CFA charterholder you must be a regular member and pass the CFA Program Level I, Level II, and Level III exams. Once you become a charterholder you must comply with our requirements to maintain your status.

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关键词：Regular Member 工作经历 Pass Emb approved membership statements affiliate require

自己顶一下，论坛上没人知道吗？

我也想知道
而且我更恼火，现在才研二，刚过三级，下半年研三找工作，一点投资行业的工作经验也没有

不知道是不是一定要注册成为CFA协会的会员啊  

我记得，如果你不交费，你就不能使用CFA相关的头衔，不过当你想用的时候，你可以把之前的费用补交，就可以了，我记得CFA考道德的题目里，有类似的情况。

規定不是說得很清楚嗎?工作經驗是必要條件,只考過三級沒工作經驗就是不符合會員條件.必須等到工作滿四年才能申請會員資格.
1.大學學歷
2.四年工作經驗
3.通過cfa三級考試
4.簽署cfa專業行為準則並遵守
5.二名推薦人

忘了最重要的:要繳交會費.

mhsu 发表于 2011-8-20 21:37
規定不是說得很清楚嗎?工作經驗是必要條件,只考過三級沒工作經驗就是不符合會員條件.必須等到工作滿四年才能 ...

你错了  会员没有经验也可以，比如你是Candidate也可以是会员

但是如果要变为持证人 必须满足上面的条件   

持证人不等于会员！！！


所以我们才有这些疑问！

我想你說的是affiliate member.
Candidate及通過考試但還不能列入regular member的人應該都歸入此類.因為regular member是最嚴的規定,所以就算是曾申請過regular member的人,中斷未交年費時,中斷期間也不享有regular member資格.

我不認為未參加CFA考試的人可以因為加入當地的社群就可以成為affiliate member.

mhsu 发表于 2011-8-21 02:34
我想你說的是affiliate member.
Candidate及通過考試但還不能列入regular member的人應該都歸入此類.因為r ...

REGULAR MEMBERSHIP:
1.Apply to both CFA Institute and CFA China and/or a society concurrently
2.Pass Level I of the CFA exam OR pass the self-administered Standards of Practice Examination
3.Submit appropriate sponsor forms
4.Have 48 months of acceptable professional work experience

AFFILIATE MEMBERSHIP:
1.Submit the appropriate sponsor forms
2.Fulfill CFA China and/or any society requirements for affiliate membership; these may vary by CFA China and/or society.

所以即使没有通过三级（通过一级或通过CFA协会其他的考试即可）但有足够工作经验的人同样可以注册成为regular member.
同样，即使没有参加CFA考试一样可以成为affiliate member(满足当地要求即可).


我和楼主的共同的疑问是：我们这种通过三级但没有足够工作经验，是不是在申请regular member之前一定要申请affiliate member？等到有足够经验的时候再申请charter holder和member有没有影响？
因为即使现在注册成为affiliate member也是要交钱的。

http://www.cfa-china.org.cn/cn/j ... e_applications.aspx