CFTA Institute Releases 2024 Exam and Membership Guide
CFTA Level II adds ESG investment and practice.
CFTA Level II adds RPA, machine writing, knowledge graph, LLM and AIGC.
What is Cerfitied FinTech Analyst Institute?
CFTA’s goal is to train FinTech talent in the era of artificial intelligence.
We commit to establishing and improving the standards used to value FinTech talents, and apply these universally to the industry. At the same time, we train traditional business and finance experts to equip them with FinTech skills and help them to embrace the era of FinTech.
Membership
CFTA certificate holders are not programmers. They are analysts who are capable of using the latest AI technology, programming, machine learning and data analysis tools.
Right
1. The CFTA Institute provides lifelong learning and educational support for members.
2. Internal referral opportunities.
3. Project training camp.
4. Global study tour.
5. Career development consulting.
Obligation
1. Sharing of learning and work experience.
2. Provide guidance for career development of candidates.
Career
CFTA certificate holders are not just the analysts that work in a conventional mode. They are the experts who are trained to use high-end technology. They have a deep understanding of not only their buisness but also the wider industry, using data analysis algorithms to gather information.
Awards
Hou Jiahao was awarded the Best CFTA Member of 2024
Aug 13 2024
Congratulations to Hou Jiahao for winning the Best CFTA Member of 2024. The award criteria are as follows:
1. Exam score: Full marks for CFTA Level 1 in 2020.
2. Employer recommendation.
3. Academic achievements: Published papers An Assessment of Litigation Risk in Listed Companies Based on the Rfm Model.
Donation Application
Donation Application for the First CFTA World Financial Intelligence Writing Competition
Project Background
With the rapid development of artificial intelligence technology, the financial industry is undergoing unprecedented changes. Intelligent writing, as an important branch of AI applications.
In order to promote the research and application of financial intelligent writing technology and enhance the intelligence level of the financial industry, the CFTA Institute plans to hold the first World Financial Intelligent Writing Competition in November 2024.
Project significance
1. Promote the integration of finance and AI.
2. Inspire innovative thinking.
3. Cultivate professional talents.
4. Promote academic communications.
5. Enhance public awareness.
6. Promote industrial cooperation.
7. Shaping industry standards.
By hosting the first World Financial Intelligence Writing Competition, we can not only promote the development of financial intelligence writing technology, but also provide impetus and direction for future innovation in the financial industry. To ensure the smooth progress of the competition, we need to publicly raise funds, which can be sponsored by enterprises or donated by individuals. Thank you for your support!
Email: associate@cftainstitute.org
News
CFTA Institute Releases 2024 Exam and Membership Guide
Sept 9 2024
CFTA Institute has released the new exam and membership guide. The newly releases has the following changes:
1. CFTA Level II adds ESG investment and practice content, requiring candidates to master ESG concepts, theoretical basis for corporate ESG practices, ESG investment portfolio construction, measurement and reporting of ESG factors.
2. CFTA Level III adds RPA content, requiring candidates to master the methods of automating web and client applications through RPA technology, thereby greatly improving work efficiency.
3. CFTA Level III has added template writing, knowledge graph, and rule engine, requiring candidates to master how to automatically generate Word articles through template writing techniques, and learn to use knowledge graphs and rule engines to enable the generated articles to have reasoning and analysis abilities.
4. CFTA Level III adds content on big language models and AIGC, requiring students to master the framework of big language models, prompt engineering, integrated development of big language models, and the application of AIGC in the finance.
If you want to see detailed content, please click download.
CFTA EXAM Day Update (2025)
In 2025, CFTA EXAM will be held on March 22&23, June 21&22, September 20&21 and December 20&21.
Notice of CFTA EXAM Fee in 2025
| Phase | EXAM fees | Due Date |
|---|---|---|
| Phase 1 Registration | $350 | 2025/4/1 – 2025/5/31 |
| Phase 2 Registration | $650 | 2025/6/1 – 2025/6/10 |
CFTA registration fee notice(2025)
In 2025, CFTA registration fee will be $280.