As of May 2020, there are over 2200 CFA charterholders in Beijing. They work in various fields such as securities, fixed income, and private equity, and in institutions focusing on fields such as asset management, investment banking and commercial banking.
Academic Research
CFA Society Beijing members have access to lectures, seminars and conferences from experts in topics such as private equity, risk management, hedge funds, and fixed income to support their ongoing professional development.
We also translate financial literature and distribute Chinese publications that deliver professional insights to local markets and provide reference reading for investment management professionals.
Career Development
CFA Society Beijing members get access to the latest industry insights and analysis of market trends by leading experts from global and local markets, as well as financial and investment management industry career resources. The Society also organizes career seminars co-hosted with financial institutions and universities.
Networking
CFA Society Beijing hosts regular networking events for members to develop their professional connections.
Annual Events
Annual Conference : CFA Society Beijing hosts an annual conference for members where they can develop their connections within the local community, share experiences and lessons learned, and set goals for the upcoming year. Panel discussions and keynote speeches featuring leading industry experts keep members' skills and expertise up to date, and outstanding volunteers, institutional partners, and ambassadors are recognized with awards.
Charter Award : To inspire charterholders who have passed the rigorous CFA® Program exams to continue contributing to China's financial market development, CFA Society Beijing organizes year-end recognition ceremonies, where senior members and leading industry experts are invited to present awards to charterholders.
Research Challenge : CFA Society Beijing runs local-level competitions in north China for the CFA Institute Research Challenge. The annual global competition provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics. Each student is tested on their analytical, valuation, report-writing, and presentation skills, and gains real-world experience of life as a research analyst. The winners are invited to take part in the international finals.
截至2020年5月，北京市有2200余名CFA® 持证人，他们分布在资管、投行、银行等机构，从事证券、固定收益、私募股权等领域的工作。
学术研究
CFA北京协会建立了私募股权、风险管理、对冲基金、固定收益等多个专业委员会，举办专业学术讲座、研讨会和大型会议，鼓励会员持续学习，不断提高专业水平。
CFA北京协会还组织会员翻译并引进出版国际上先进的专业书籍。通过推出《金融前沿译丛》等作品，将优质的专业内容带入国内，为金融投资专业人士提供重要参考。
职业发展
CFA北京协会邀请业内顶尖专家、相关监管人员及国际领先专业人士，面向会员分享行业前沿发展，探讨经济规律，洞察行业走势；积极为会员提供金融投资相关的优质职业资源，通过与金融机构、金融教育高等院校等的广泛合作，开展职业讲座、论坛等活动，助力会员提升职业发展。
人脉交流
依托汇聚金融投资领域高端专业人士的独特优势，CFA北京协会定期组织各类聚会活动，建立高质量的社交平台，更好地为会员提供人脉交流的机会。
年度活动
年会：为增强会员归属感，增进会员之间的沟通，总结分享工作经验和成果，并制定未来一年的工作目标，CFA北京协会每年举办规模盛大的会员年会，并借此平台，对优秀志愿者、合作良好的机构伙伴及机构大使提出认可；通过主题演讲和论坛等丰富的形式，帮助会员提升专业技能、深度探讨投资话题、增加接触业界顶尖专家的机会。
授证仪式：为鼓励经过严格的CFA®课程学习和考试取得CFA认证的金融专业人士，继续努力为中国金融市场的发展贡献一份力量，CFA北京协会每年年底举办新持证人授证仪式，由资深会员、业内专家进行颁证。
全球投资分析大赛：CFA北京协会负责承办CFA Institute Research Challenge中国华北赛区的比赛活动，面向重点院校金融类专业学生，增进对证券分析实操的了解，并通过专家指导，为将来从事金融投资行业的研究工作奠定基础。
