Exam
Multiple-choice coverage of financial products and tax, investment strategy, investment analysis, and ethics and regulation. A total of about 60% with per-subject minimums has typically been required. Exam details change; always check the administering body's current notice.
Careers
Common on CVs for securities firms, asset managers and bank PB roles; actual fund management also needs registration through an employer. Compare with Certified Credit Analyst and AFPK.
FAQ
- Can students take it?
- Yes, there is no eligibility restriction.
- Does it make me a fund manager?
- Not alone; employer registration is needed.
Sources reviewed: 2026-10-26
References
- 금융투자협회 자격시험센터. https://license.kofia.or.kr
- 자본시장과 금융투자업에 관한 법률, 국가법령정보센터. https://www.law.go.kr
- Markowitz, H. (1952). Portfolio selection. Journal of Finance, 7(1), 77–91.
- Bodie, Z., Kane, A., & Marcus, A. J. (2021). Investments (12th ed.). McGraw-Hill.
