金融專業(yè)要考取哪些證書？這完全取決于你未來志向在哪，但一般來說，通用的有：
1. 特許金融分析師Chartered Financial Analyst (CFA)
這個總的來說是金融行業(yè)*6證書，但近年來其權(quán)威性和有效性有下滑趨勢。
CFA考試普遍被認(rèn)為是投資行業(yè)內(nèi)最嚴(yán)格的資格考試?！督?jīng)濟(jì)學(xué)人》和《金融時報》都稱CFA特許狀為“黃金認(rèn)證”。CFA協(xié)從業(yè)員需經(jīng)過考核及評審，才會獲頒CFA資格。
關(guān)于CFA考試的報考情況，現(xiàn)時全球有超過十萬名考生報名參加考試，反映出CFA專業(yè)資格在世界各地越來越受歡迎。再者，近年來報考者有不少為證券分析員、資產(chǎn)組合經(jīng)理、投資顧問、銀行家、會計師及其他投資專才。而且，CFA特許狀經(jīng)常被金融業(yè)內(nèi)不同機(jī)構(gòu)包括投資公司、基金公司、證券行、投資銀行、投資管理顧問公司、銀行等等的雇主當(dāng)作指標(biāo)，藉之量度某人的工作能力及專業(yè)知識，從而決定是否聘用某應(yīng)征者或晉升某雇員。因此，這顯示出CFA特許狀是全球金融財經(jīng)界最為推崇的投資專業(yè)資格。
至于報考CFA考試的要求方面，只要擁有一個大學(xué)學(xué)士學(xué)位，無論是哪個學(xué)系畢業(yè)，均可報考CFA考試?？墒?，無論考生在大學(xué)所修讀的是與CFA考試內(nèi)容相關(guān)的學(xué)系、學(xué)位、資歷或?qū)I(yè)經(jīng)驗(yàn)，考取CFA特許狀都不會獲得任何豁免。
關(guān)于CFA考試特點(diǎn)，它主要是分為三級，每個考生每年只可報考一個階段的考試，通過了才可報考下一階段。CFA考試內(nèi)容包括道德與專業(yè)標(biāo)準(zhǔn)、證券分析、債券分析、衍生工具分析、另類投資、財務(wù)報表分析、量化方法、經(jīng)濟(jì)學(xué)、企業(yè)理財、投資組合管理、風(fēng)險管理、資產(chǎn)分配和投資表現(xiàn)衡量。平均來說，CFA考生需要4年的時間才可通過該三級考試。一級考試每年進(jìn)行兩次，二級和三級考試每年進(jìn)行一次。自1963年首次舉行CFA考試以來，CFA考試范圍也隨著行業(yè)的革新和全球化不斷更新。證券分析與道德標(biāo)準(zhǔn)一直以來都是很重要，而固定收益分析、另類投資和衍生投資產(chǎn)品及投資組合管理等課題也被融合到CFA課程及考試當(dāng)中。
2. 金融風(fēng)險管理師 Financial Risk Manager （FRM）
通常認(rèn)為偏重于風(fēng)險管理，持證者多見于保險，銀行，證券的風(fēng)控部門，但其實(shí)也有很多綜合性的知識。
The Financial Risk Manager (FRM) designation is an international professional certification offered by the Global Association of Risk Professionals. To be awarded the FRM designation, candidates must complete rigorous two-part, practice-oriented examination that covers the major topics in financial risk management, demonstrate two years' professional work experience in financial risk management, and meet other requirements.
The basic requirements for becoming certified as a Financial Risk Manager include passing scores on both the Part I and Part II exams, as well as a minimum of two years' full-time work experience in financial risk management related positions including portfolio management, risk consulting, and other fields.
The FRM exams are considered to be among the most challenging in finance: fewer than 25% of candidates are able to clear both Part I and Part II exams on first attempts.
3. 注冊金融規(guī)劃師 Certified Financial Planner (CFP)
這個偏重于理財領(lǐng)域，銀行的私行，個金部門，保險經(jīng)紀(jì)，證券經(jīng)紀(jì)等多會看重這個。
The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) in the United States, Financial Planning Standards Council in Canada and 22 other organizations affiliated with Financial Planning Standards Board (FPSB), the international owner of the CFP mark outside of the United States.To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee. The information relates specifically to CFP certification in the United States. In the UK, the CFP licence is available to financial planners through membership of the Institute of Financial Planning.
To earn the CFP Board designation, candidates must meet several requirements—the first of which is the educational requirement, which requires candidates to have a bachelor's degree or higher from an accredited college or university. As a first step to the present CFP certification criteria, students must master a list of nearly 100 topics on integrated financial planning.
這三個是最最常見的, 也是相對來說影響力*5的, 國內(nèi)還有一些其他的, 但基本都是這些證書的國內(nèi)版本而已。