5 thoughts on “What conditions do they need to become a securities analyst”
Lucy
1. Article 170 of the Securities Law stipulates that analysts, that is, employees of investment consulting agencies, must have experience in securities professional knowledge and engaged in securities business or securities service business for more than two years. 2. The standards and management methods for identifying their qualifications for securities are formulated by the China Securities Regulatory Commission. In our country, the person who hopes to be securities analysts must first participate in the qualification examination of the "Basic Theory of Securities Market" and "Securities Investment Analysis" organized by the China Securities Industry Association, 3, and then the securities company or the securities company or the place or The consulting agency registered as a practicer in the China Securities Association, which became a securities analyst. If securities analysts are also known as stock reviewers and stock analysts in China. They obtain securities investment consulting business qualifications and practice qualifications in accordance with the law. , Internet or other forms of information consulting services to the public or investment institutions with information consulting services such as analysis, prediction or recommendation. If securities analysts are a highly wise and high -challenge occupation, and the "threshold" of practice qualifications is not low. The job needs to have accounting, audit and legal knowledge, and can compare and analyze many aspects of annual reports, mid -term reports, prospectus and other indicators and data. The extension information Although the securities markets of various countries and different financial systems, the tasks of securities analysts cannot be completely consistent, they generally engage in the following tasks: In information collection This is securities analysts of securities analysts The work that must be completed before performing specific analysis. Analysts must not only collect public information about all listed companies, but also obtain first -hand information from listed companies through government supervisors, industry organizations, listed companies, or other informal departments. Only by fully possessing information can accurate and valuable analysis. C communication The analysts must establish a stable and long -term connection with the listed companies they have studied. On the one hand, it can be exchanged through the annual shareholders' meeting and direct visits to listed companies. On the other hand, analysts also regularly organize the analyst meeting of analysts participated in the participants of listed companies. Since listed companies generally pay attention to the image of the secondary market, they are usually very willing to attend such a meeting. Reference information Source: Baidu Encyclopedia -Securities Analyst
1. Article 170 of the Securities Law stipulates that analysts, that is, employees of investment consulting agencies, must have experience in securities professional knowledge and engaged in securities business or securities service business for more than two years. 2. The standards and management methods for identifying their qualifications for securities are formulated by the China Securities Regulatory Commission. In our country, the person who hopes to be securities analysts must first participate in the qualification examination of the "Basic Theory of Securities Market" and "Securities Investment Analysis" organized by the China Securities Industry Association, 3, and then the securities company or the securities company or the place or The consulting agency registered as a practicer in the China Securities Association, which became a securities analyst. Pucting information Profting content 1, information collection This is the work that securities analysts must complete before performing specific analysis. Analysts must not only collect public information about all listed companies, but also obtain first -hand information from listed companies through government supervisors, industry organizations, listed companies, or other informal departments. 2. Communication The analysts must establish a stable and long -term connection with the listed companies they have studied. On the one hand, it can be exchanged through the annual shareholders' meeting and direct visits to listed companies. On the other hand, analysts also regularly organize the analyst meeting of analysts participated in the participants of listed companies. 3, actual work This is the core work of securities analysts. It can be divided into the following three aspects: (1) Analysis of macroeconomic and industry analysis. By studying the macro and industry environment of the company, as well as the business and management mechanisms of the listed company itself and its competitors, the company's past and current development are judged, and the company's future business strategy and development status will be predicted. (2) Financial analysis. The purpose is to use the company's financial information from various channels (mainly published various accounting materials) to understand and analyze the company's past and current operating conditions through certain analysis procedures and methods. And the changes in various factors play a role in the realization of business goals. (3) Investment analysis. It is to study the stock market and estimate the price of the stock. The purpose is to make suggestions for the sale of the stock. As an analyst in the securities industry, the previous economic analysis and financial analysis are actually preparing for investment analysis here. Securities analysts must make specific judgments on the future direction of the stock price through comprehensive analysis. Reference information Source: Baidu Encyclopedia -Securities Analyst
Securities analysts who work in large institutions such as securities firms, funds, and consulting often have a high -end color with various research reports, and all of them are contaminated with all kinds of compensation, storms, and success stories. The mysterious and magical taste has become a career that makes many people go. In fact, as a part of a financial market, analysts do play a very important role. Because there are many non -professional investors in the market, in fact, the analysis conclusions and content of analysts are actually given to ordinary investment. The guidance provides guidance and alleviating the information asymmetry in the market. In addition, the follow -up of analysts to the enterprise has also produced an external supervision effect on listed companies. Because of this, this career intention has attracted the attention of all parties, especially the popularity of the job seekers. So how can they become one of them? Perhaps by analyzing what kind of people of domestic brokerage analysts, we can help us better understand this group. If according to the relevant content of the CNRDS (China Research Data Service Platform) Chinese brokers and analyst databases, we collected the relevant data of 2328 analysts, and then made a simple statistical description. among 2328 analysts, 1587 are men, 727 are women (there are 14 samples related data vacancies, and only non -empty samples are counted in later articles). Men account for 68.58%, while women account for 31.42 %. . From the perspective of academic qualifications, most of the analysts are master students. In 2317 samples with relevant data, 1792 analysts have the highest academic qualifications for the master's degree (accounting for 77.34%), and and while, and and,, to the 2317 The number of undergraduates and doctoral students is 284 and 239, respectively. In addition, two analysts are college degree, but the two of these two are already in the 1990s. This means that if you are interested in an analyst in an analyst, you need to go to the exam. . From the perspective of education experience, 349 analysts have experienced overseas experience, accounting for 14.99%of the total number. What's more prominent is that nearly 40 % of the analysts of domestic securities institutions have experienced top colleges and universities. 906 analysts have experienced 906 analysts in these nine institutions, accounting for 38.91%of 906 analysts, accounting for 38.91%. If we expand the list to 985 universities, this Numbers will further expand. In addition, 412 analysts have attended domestic financial colleges (hereinafter referring to professional financial colleges, such as Shanghai University of Finance and Economics, University of Foreign Economics and Trade, and Xi'an University of Finance and Economics), accounting for 17.69%of the total. From this point of view, although the three groups will have a certain cross, it is clear that the analyst has a certain educational threshold. Famous schools and relatively highly educated job applicants are more popular. Of course Related, but the concentration of the educational background also makes the so -called alumni circle a very popular topic in related research. In the end of our aging structure of the practitioners. Of course, because the specific age data has not been obtained, we use the work of the work of relevant personnel as a replacement. It should be pointed out that it does not mean the time to enter the securities industry. It is the beginning of a career. The earlier the older, the older the older. The working time of the sample in the database spans from 1976 to 2015. The results show that most of the practitioners joined the job after 2004, which means 25 years old), that is to say, domestic analysts are relatively young industries, which can also explain why the number of employees in the employment is increasingly (the data in 2015 is not complete). From the current situation, this industry is It's relatively saturated. It from the above statistical analysis, if you are interested in becoming a securities analyst, then you may have to go to top colleges and universities to study for a master's degree. After all, in this famous world, Even new wealth analysts have become more and more dense. A risk management tools/ quantitative investment knowledge/ financial lecture hall -there is gold and danger (Welcome friends who work in financial institutions to apply for trial of BAR system)
Securities analysts focus on related data in products, industry or regions. They use these data to make potential risks of securities prediction and evaluating investment decisions. Consider the following information to determine whether securities analysts are suitable for you. 1. Degree requirements: Bachelor degree or above, master degree with a master's degree is preferred. 2. Research areas: accounting, finance, statistics, mathematics, and engineering. 3. Key skills: analysis, communication, computer, mathematics and decision -making skills. 4. License requirements: requires the US Financial Industry Regulatory Administration (FINRA) or certified as a franchise analyst (CFA). 5. Employment growth: (2012-2022) All financial analysts* 16%. 6. The average salary of all financial analysts (2014): $ 78620/month. Source: statistics from the US Department of Labor. Not much nonsense, how to become a securities analyst directly into the theme? There are five main steps: the first step: most financial analysts obtain a bachelor's degree in business management, finance, economy, statistics, statistics, or accounting. If you choose to obtain a master's degree in business administration or a master's degree in finance, you will be more competitive. No matter what major you choose, as long as you cultivate business, statistics, accounting, economic and financial analysis courses, you can help you become a securities analyst to prepare. Because good communication and computer skills are necessary, courses that can learn these skills are also useful. Step 2: Work experience If you want to be a buyer analyst (help the company make money), then find a job, find a common or pension fund, an investment bank or insurance company. If you want to be a seller analyst (help customers make money), then find a job at a securities company. As a securities analyst, you usually focus on a specific product, area or industry. For example, you may focus on the option market, mainly working in Asia or completely focusing on the study of the telecommunications field. When you start working, you can ask employers to organize internal training for entry -level analysts. Entry -level positions are very competitive, because employers generally require analysts to have two years of experience. At the beginning, I did an entry -level accounting class. This is very common. For example, an accounting technician, after a period of time, if you have experience, you can develop in the direction of the financial direction. Step 3: You may have to get one or more licenses, especially if you are selling securities companies. For example, the securities industry professionals issued by the Financial Industry Supervision Bureau. According to the US Labor Statistics (BLS), your employer may sponsor your verification, so you don't need to worry about the cost of the verification before employment. The certificate must be updated, if you change your job. Step 4: Profit authentication, as a professional securities analyst, you can consider certification as a franchise financial analyst (CFA). This certificate is managed by the CFA Association and requires four years of work experience and three -door exams to complete. Exam content involves enterprise financing, financial markets, economy, accounting and investment portfolio management. The exam can be completed during work. The test time is usually 2-5 years. Step 5: Improve and optimize. You can continuously adjust or improve your career by tracking the latest progress of the currency market, economic and tax law. The opportunity for development includes a larger or more important product leader, managing other securities analysts, and becoming a senior securities analyst. You can also consider switching, such as an investment manager, an investment consultant, or an investment banker of a fund or investment portfolio.
Conditions: . Securities analysts: 1, technical secondary school, or above or equivalent education, previous students; 2. Those who engage in related work for more than one year. . High -level securities analysts:
1. Those who have passed the qualification certification of securities analysts and engaged in related work for more than one year; . Previous students; 3. Those who have engaged in related work for more than two years.
. Assistant securities analysts:
1. Those who have passed the qualification certification of senior securities analysts and engaged in related work for more than one year; Or the same degree should be, previous students; 3. Those who have or the same degree or the same education for more than one year; . Those who are above the technical secondary school or have the same degree and have been engaged in related work for more than two years. . Securities analysts: 1. Those who have passed the qualification certification of assistant securities analysts or obtained middle and senior technical titles and engaged in related work for more than one year; . Those who are engaged in related work for more than two years; 3. Those who have undergraduates or have the same degree and have been engaged in related work for more than three years; . Those who have been in college or the same degree and have been engaged in related work for more than four years. . Fifth securities analyst: 1. Those who have passed the qualification certification of securities analysts or obtained middle and senior technical titles and engaged in related work for more than three years; . Those who are engaged in related work for more than four years; 3. Those who have undergraduate or the same education and have been engaged in related work for more than five years; . Those who have been in college or equivalent and have been engaged in related work for six years.
1. Article 170 of the Securities Law stipulates that analysts, that is, employees of investment consulting agencies, must have experience in securities professional knowledge and engaged in securities business or securities service business for more than two years.
2. The standards and management methods for identifying their qualifications for securities are formulated by the China Securities Regulatory Commission. In our country, the person who hopes to be securities analysts must first participate in the qualification examination of the "Basic Theory of Securities Market" and "Securities Investment Analysis" organized by the China Securities Industry Association,
3, and then the securities company or the securities company or the place or The consulting agency registered as a practicer in the China Securities Association, which became a securities analyst.
If securities analysts are also known as stock reviewers and stock analysts in China. They obtain securities investment consulting business qualifications and practice qualifications in accordance with the law. , Internet or other forms of information consulting services to the public or investment institutions with information consulting services such as analysis, prediction or recommendation.
If securities analysts are a highly wise and high -challenge occupation, and the "threshold" of practice qualifications is not low. The job needs to have accounting, audit and legal knowledge, and can compare and analyze many aspects of annual reports, mid -term reports, prospectus and other indicators and data.
The extension information Although the securities markets of various countries and different financial systems, the tasks of securities analysts cannot be completely consistent, they generally engage in the following tasks:
In information collection
This is securities analysts of securities analysts The work that must be completed before performing specific analysis. Analysts must not only collect public information about all listed companies, but also obtain first -hand information from listed companies through government supervisors, industry organizations, listed companies, or other informal departments. Only by fully possessing information can accurate and valuable analysis.
C communication
The analysts must establish a stable and long -term connection with the listed companies they have studied. On the one hand, it can be exchanged through the annual shareholders' meeting and direct visits to listed companies. On the other hand, analysts also regularly organize the analyst meeting of analysts participated in the participants of listed companies. Since listed companies generally pay attention to the image of the secondary market, they are usually very willing to attend such a meeting.
Reference information Source: Baidu Encyclopedia -Securities Analyst
1. Article 170 of the Securities Law stipulates that analysts, that is, employees of investment consulting agencies, must have experience in securities professional knowledge and engaged in securities business or securities service business for more than two years.
2. The standards and management methods for identifying their qualifications for securities are formulated by the China Securities Regulatory Commission. In our country, the person who hopes to be securities analysts must first participate in the qualification examination of the "Basic Theory of Securities Market" and "Securities Investment Analysis" organized by the China Securities Industry Association,
3, and then the securities company or the securities company or the place or The consulting agency registered as a practicer in the China Securities Association, which became a securities analyst.
Pucting information
Profting content
1, information collection
This is the work that securities analysts must complete before performing specific analysis. Analysts must not only collect public information about all listed companies, but also obtain first -hand information from listed companies through government supervisors, industry organizations, listed companies, or other informal departments.
2. Communication
The analysts must establish a stable and long -term connection with the listed companies they have studied. On the one hand, it can be exchanged through the annual shareholders' meeting and direct visits to listed companies. On the other hand, analysts also regularly organize the analyst meeting of analysts participated in the participants of listed companies.
3, actual work
This is the core work of securities analysts. It can be divided into the following three aspects:
(1) Analysis of macroeconomic and industry analysis. By studying the macro and industry environment of the company, as well as the business and management mechanisms of the listed company itself and its competitors, the company's past and current development are judged, and the company's future business strategy and development status will be predicted.
(2) Financial analysis. The purpose is to use the company's financial information from various channels (mainly published various accounting materials) to understand and analyze the company's past and current operating conditions through certain analysis procedures and methods. And the changes in various factors play a role in the realization of business goals.
(3) Investment analysis. It is to study the stock market and estimate the price of the stock. The purpose is to make suggestions for the sale of the stock. As an analyst in the securities industry, the previous economic analysis and financial analysis are actually preparing for investment analysis here. Securities analysts must make specific judgments on the future direction of the stock price through comprehensive analysis.
Reference information Source: Baidu Encyclopedia -Securities Analyst
Securities analysts who work in large institutions such as securities firms, funds, and consulting often have a high -end color with various research reports, and all of them are contaminated with all kinds of compensation, storms, and success stories. The mysterious and magical taste has become a career that makes many people go.
In fact, as a part of a financial market, analysts do play a very important role. Because there are many non -professional investors in the market, in fact, the analysis conclusions and content of analysts are actually given to ordinary investment. The guidance provides guidance and alleviating the information asymmetry in the market. In addition, the follow -up of analysts to the enterprise has also produced an external supervision effect on listed companies. Because of this, this career intention has attracted the attention of all parties, especially the popularity of the job seekers. So how can they become one of them? Perhaps by analyzing what kind of people of domestic brokerage analysts, we can help us better understand this group.
If according to the relevant content of the CNRDS (China Research Data Service Platform) Chinese brokers and analyst databases, we collected the relevant data of 2328 analysts, and then made a simple statistical description.
among 2328 analysts, 1587 are men, 727 are women (there are 14 samples related data vacancies, and only non -empty samples are counted in later articles). Men account for 68.58%, while women account for 31.42 %.
. From the perspective of academic qualifications, most of the analysts are master students. In 2317 samples with relevant data, 1792 analysts have the highest academic qualifications for the master's degree (accounting for 77.34%), and and while, and and,, to the 2317 The number of undergraduates and doctoral students is 284 and 239, respectively. In addition, two analysts are college degree, but the two of these two are already in the 1990s. This means that if you are interested in an analyst in an analyst, you need to go to the exam.
. From the perspective of education experience, 349 analysts have experienced overseas experience, accounting for 14.99%of the total number. What's more prominent is that nearly 40 % of the analysts of domestic securities institutions have experienced top colleges and universities. 906 analysts have experienced 906 analysts in these nine institutions, accounting for 38.91%of 906 analysts, accounting for 38.91%. If we expand the list to 985 universities, this Numbers will further expand. In addition, 412 analysts have attended domestic financial colleges (hereinafter referring to professional financial colleges, such as Shanghai University of Finance and Economics, University of Foreign Economics and Trade, and Xi'an University of Finance and Economics), accounting for 17.69%of the total. From this point of view, although the three groups will have a certain cross, it is clear that the analyst has a certain educational threshold. Famous schools and relatively highly educated job applicants are more popular. Of course Related, but the concentration of the educational background also makes the so -called alumni circle a very popular topic in related research.
In the end of our aging structure of the practitioners. Of course, because the specific age data has not been obtained, we use the work of the work of relevant personnel as a replacement. It should be pointed out that it does not mean the time to enter the securities industry. It is the beginning of a career. The earlier the older, the older the older. The working time of the sample in the database spans from 1976 to 2015. The results show that most of the practitioners joined the job after 2004, which means 25 years old), that is to say, domestic analysts are relatively young industries, which can also explain why the number of employees in the employment is increasingly (the data in 2015 is not complete). From the current situation, this industry is It's relatively saturated.
It from the above statistical analysis, if you are interested in becoming a securities analyst, then you may have to go to top colleges and universities to study for a master's degree. After all, in this famous world, Even new wealth analysts have become more and more dense.
A risk management tools/ quantitative investment knowledge/ financial lecture hall -there is gold and danger
(Welcome friends who work in financial institutions to apply for trial of BAR system)
Securities analysts focus on related data in products, industry or regions. They use these data to make potential risks of securities prediction and evaluating investment decisions. Consider the following information to determine whether securities analysts are suitable for you. 1. Degree requirements: Bachelor degree or above, master degree with a master's degree is preferred. 2. Research areas: accounting, finance, statistics, mathematics, and engineering. 3. Key skills: analysis, communication, computer, mathematics and decision -making skills. 4. License requirements: requires the US Financial Industry Regulatory Administration (FINRA) or certified as a franchise analyst (CFA). 5. Employment growth: (2012-2022) All financial analysts*
16%. 6. The average salary of all financial analysts (2014): $ 78620/month. Source: statistics from the US Department of Labor. Not much nonsense, how to become a securities analyst directly into the theme? There are five main steps: the first step: most financial analysts obtain a bachelor's degree in business management, finance, economy, statistics, statistics, or accounting. If you choose to obtain a master's degree in business administration or a master's degree in finance, you will be more competitive. No matter what major you choose, as long as you cultivate business, statistics, accounting, economic and financial analysis courses, you can help you become a securities analyst to prepare. Because good communication and computer skills are necessary, courses that can learn these skills are also useful. Step 2: Work experience If you want to be a buyer analyst (help the company make money), then find a job, find a common or pension fund, an investment bank or insurance company. If you want to be a seller analyst (help customers make money), then find a job at a securities company. As a securities analyst, you usually focus on a specific product, area or industry. For example, you may focus on the option market, mainly working in Asia or completely focusing on the study of the telecommunications field. When you start working, you can ask employers to organize internal training for entry -level analysts. Entry -level positions are very competitive, because employers generally require analysts to have two years of experience. At the beginning, I did an entry -level accounting class. This is very common. For example, an accounting technician, after a period of time, if you have experience, you can develop in the direction of the financial direction. Step 3: You may have to get one or more licenses, especially if you are selling securities companies. For example, the securities industry professionals issued by the Financial Industry Supervision Bureau. According to the US Labor Statistics (BLS), your employer may sponsor your verification, so you don't need to worry about the cost of the verification before employment. The certificate must be updated, if you change your job. Step 4: Profit authentication, as a professional securities analyst, you can consider certification as a franchise financial analyst (CFA). This certificate is managed by the CFA Association and requires four years of work experience and three -door exams to complete. Exam content involves enterprise financing, financial markets, economy, accounting and investment portfolio management. The exam can be completed during work. The test time is usually 2-5 years. Step 5: Improve and optimize. You can continuously adjust or improve your career by tracking the latest progress of the currency market, economic and tax law. The opportunity for development includes a larger or more important product leader, managing other securities analysts, and becoming a senior securities analyst. You can also consider switching, such as an investment manager, an investment consultant, or an investment banker of a fund or investment portfolio.
Conditions:
. Securities analysts:
1, technical secondary school, or above or equivalent education, previous students;
2. Those who engage in related work for more than one year.
. High -level securities analysts:
1. Those who have passed the qualification certification of securities analysts and engaged in related work for more than one year;
. Previous students;
3. Those who have engaged in related work for more than two years.
. Assistant securities analysts:
1. Those who have passed the qualification certification of senior securities analysts and engaged in related work for more than one year; Or the same degree should be, previous students;
3. Those who have or the same degree or the same education for more than one year;
. Those who are above the technical secondary school or have the same degree and have been engaged in related work for more than two years.
. Securities analysts:
1. Those who have passed the qualification certification of assistant securities analysts or obtained middle and senior technical titles and engaged in related work for more than one year;
. Those who are engaged in related work for more than two years;
3. Those who have undergraduates or have the same degree and have been engaged in related work for more than three years;
. Those who have been in college or the same degree and have been engaged in related work for more than four years.
. Fifth securities analyst:
1. Those who have passed the qualification certification of securities analysts or obtained middle and senior technical titles and engaged in related work for more than three years;
. Those who are engaged in related work for more than four years;
3. Those who have undergraduate or the same education and have been engaged in related work for more than five years;
. Those who have been in college or equivalent and have been engaged in related work for six years.