I. Investment Project Analyst is a senior decision-maker who specializes in feasibility analysis of investment projects, and is a career with great development potential in the next 10 years. &”;Investment Project Analyst&”; can reduce the risk of investment projects to a controllable range by mastering authoritative industry data and professional calculation tools. There is a shortage of professional analysts in China, and people engaged in data analysis of project investment decisions generally have higher income and status.
The quality of investment project analysis reflects the developed degree of a country&;s investment field. There are currently 200,000 registered investment project analysts in 16 countries. Since 1991, China has successively carried out the qualification examination for certified public accountants, certified asset appraisers and certified tax agents, but the professional and technical qualification examination for investment project analysts has only been carried out since 2008.
In order to fulfill the promise of China&;s accession to the WTO, adapt to the process of world economic integration, and end the current situation of the lack of &”;investment project analysts&”; in China&;s professional and technical qualification sequence, the state has formulated the management measures for the qualification examination of investment project analysts in China according to the general spirit of the Ministry of Finance and the National Development and Reform Commission on standardizing the data analysis methods of long-term investment projects and integrating with international standards.
Statistics show that in the next five years, China will need 60,000 investment project analysis professionals with CPDA certificates, and the peak demand is expected to appear in two or three years. Economic sectors, financial institutions, investment companies and enterprises are increasingly demanding investment project analysts.
As the investment project analyst is a new professional group in the new economic period of global economic integration in China, the professional knowledge involved in the investment project analyst is still a brand-new subject, and this major has not been set up in colleges and universities in China, and the related professional books are only disseminated in specific industries. Therefore, it is difficult for candidates in China to pass the exam at this stage just by self-teaching designated textbooks, as in the qualification examinations for lawyers, certified public accountants and real estate appraisers. No matter who has been engaged in data analysis of investment projects or who wants to enter this industry, they must first participate in systematic training before they can hope to pass the professional qualification examination.
Second, the investment project analyst (CPDA) training target
1, responsible for the examination and approval of investment projects and investment promotion and other work of institutional leaders and related personnel.
2, enterprises engaged in project evaluation, investment decision-making work related personnel.
3. Credit and investment managers of banks or non-bank financial institutions.
4. Professionals engaged in venture capital and industrial investment.
5. Professionals of investment management companies and investment management consulting companies.
6, college students majoring in finance, investment, finance and enterprise management.
7. Lawyers, accounting firms, asset appraisal firms and relevant professionals of tax agency.
8. People from all walks of life who want to develop in the fields of investment, finance and enterprise management.
Three, investment project analyst (CPDA) registration conditions
Investment project analyst (in principle, meet the following conditionsOne of them)
(1) Have a college degree, have been engaged in professional work for more than two years continuously, have received the professional qualification certification of the investment project analyst, and have received the required standard hours of formal training, and obtained the training certificate.
(2) Have a bachelor&;s degree, have been engaged in professional work for more than one year continuously, have received the professional qualification certification of the investment project analyst, and have received the standard training hours, and obtained the training certificate.
(3) Having a doctoral degree, having received the professional qualification certification of this senior investment project analyst, and having received the required standard hours of formal training, and having obtained the training certificate.
Iv. Curriculum, Teachers and Teaching of Investment Project Analyst (CPDA)
Basic courses-focusing on training basic theories and concepts;
Project decision analysis and evaluation
Investment project evaluation
Market research and data collection
Market analysis and project (enterprise) investment strategy
Financial benefit evaluation of investment projects
Data analysis software for project investment decision
Professional courses-focus on training students&; practical operation ability;
Analysis of Venture Capital (Venture Capital) Projects
Business plan preparation
World Bank investment project analysis goodness index
Students who sign up for the training in the authorized training center and obtain the training certificate can obtain the qualification for registration.
According to 《投资项目分析师资质认证管理办法》, the qualification certification of investment project analysts is subject to a unified national examination. The exam is held four times a year, which is arranged at the end of each quarter. Candidates will have a make-up exam if they fail the exam the first time.
Training period
Vocational education institutions with investment project analyst training qualifications shall be determined according to their professional training objectives and teaching plans. Promotion training period: in principle, it is not less than 48 standard hours for junior students, 64 standard hours for intermediate students and 80 standard hours for advanced students.
train teachers
University teachers, senior social trainers, senior executives of investment project analysis institutions and outstanding investment project analysis professionals can only serve as training teachers for professional qualification certification of investment project analysts at all levels after being examined and approved by the Commercial F《投资项目分析师职业资格认证培训教师资格证书》.
Institutions of higher learning or other social institutions recognized by the relevant state departments and qualified for running schools can only carry out the examination of professional qualification certification of investment project analysts within the authorized cities after being examined and authorized by the commercial federation.
chartered investment analysts
Professional ethics 10%, professional knowledge 50%, work skills 40%.
Senior investment project analyst
10% professional ethics, 40% professional knowledge and 50% work skills.
V. Certification of Investment Project Analyst (CPDA) The professional qualification certification of investment project analysts shall implement a unified declaration of qualifications and material education program. Measures for unifying theoretical examination, unified evaluation management and unified certification standards.
《专业技术人才知识更新工程培训结业证》, the producer of the Ministry of Personnel, was awarded with the certificates of &”;Management Department of Professional and Technical Personnel of the Ministry of Personnel&”; and &”;Knowledge Renewal Engineering Office in Modern Management Field of Enterprise Federation&”; and stamped with &”;Business Federation&”;. The two certificates are recognized by the three parties as valid nationwide, and the holder has the corresponding post.The certificate of professional qualification can be used as the proof of the professional ability assessment of professional and technical personnel, and it is also an important reference for the employer to assess the professional qualification ability of the holder, and it can also be used as an important basis for the employment, appointment, grading and promotion of professional and technical personnel. The certificate adopts the registration management system, and is divided into investment project analyst (intermediate) and senior investment project analyst professional qualification certificate according to the certification l《投资项目分析师职业资格证书》 of the relevant grade awarded is the only national authority in China&;s international investment and financing industry.
Authoritative certificate certified by vocational skill appraisal institutions. Personal information of the winner of the professional qualification certificate of investment project analyst will be entered into the investment project.
The official website database of analysts can be consulted by employers at any time to determine their professional qualifications.
Sixth, the characteristics of training certification
Practicality of training content
According to 《建设项目评价方法与参数》 (3rd edition) revised by the State Planning Commission and the Ministry of Construction, which is a sub-topic of 《投资项目财务评价参数测算方法研究》&;s benchmark rate of return of various industries, a software with completely independent intellectual property rights (software registration number 2003SR2884) has been developed. The software system of project investment decision data analysis, the intelligent generation system of investment project report and the intelligent generation system of business plan, which have been evaluated by the Certification Service Committee of Sichuan Institute of Electronics, are provided to the trainees as a set of practical tools for project investment decision analysis, which can quickly improve their professional skills and quality in project 《投资项目分析师职业资格认定规范》 promulgated by the Commercial Federation will serve as the industry standard in the field of investment and financing in China, and standardize the business operation process and service quality of the investment project analysis and evaluation industry.
Seven, occupation qualification management
The professional qualification of investment project analysts is managed by registration, and the registration period is two years. At the expiration of the registration period, the Commercial Federation will re-evaluate the investment project analysts according to their continuing learning and career development activities. If the evaluation results meet the standards, they will be renewed (the registration period is two years), and the evaluation results do not meet the standards.
If it is required, the registration qualification will be cancelled and announced. Carry out continuing education system for investment project analysts, and make overall arrangements for self-study and self-training and centralized training plans for investment project analysts.
Track and manage the professional activities of registered investment project analysts and provide services (including organizing investment project analysts&; club activities, providing talent exchange services for registered investment project analysts, making and distributing relevant publications to investment project analysts, etc.).
For investment project analysts who have serious violations of laws and regulations in business management activities or who have directly caused poor business management due to their own reasons, which has caused serious losses or heavy losses to the enterprise, their professional qualifications as investment project analysts will be cancelled and announced after the comprehensive review and approval by the Commercial Federation.
There seems to be no guaranteed class. This certification is a certification of ability. I believe that people who have some basic knowledge of investment will have no problem obtaining certificates after referring to the systematic training. There is also a chance to make up the exam.
whole countryThe cost is about 6500 yuan. Of course, it will fluctuate according to the consumption situation in various places. For example, the training fee in Beijing is 6800 yuan.