机构文件
参考与基准日志
针对 CoinUnited.io Academy 所设定的每一项标准,一个获认可的机构如何处理相同事项,并附上具名来源、可解析的链接与查证日期。
CoinUnited.io Academy 取材自两类截然不同的来源,本页面是其中的第一类:
- 发证机构基准来源(本页面)。 针对 Academy 作为认证机构为自身设定的每一项标准,本日志显示一个获认可的发证权威机构(ISO、CFA Institute、GARP、CFP Board 等)如何处理相同的事项,并附上具名的来源与通往发布者的链接。
- 交易内容事实来源(另行分开)。 课程、词汇表与常见问答中的每一项事实陈述,都附有其专属的引用,指向某一主要权威:监管机构,例如 SEC、CFTC 与美联储(Federal Reserve);交易所与标准制定机构,例如 CME Group、BIS 与 ISO;以及同行评审研究。这些引用直接内嵌于各课程、词汇表与常见问答页面之中,而完整的机器可读清单则存放于位于 /en/academy/okf/ 的 OKF 镜像。
这两组来源回答的是不同的问题。以下的基准来源用以确立 Academy 的认证做法与各获认可机构相符;交易内容来源则用以确立我们所教授的内容在事实上正确无误。将两者分开是刻意为之。以下大多数链接会打开所引用的特定页面;少数深层链接则在确认确切页面之前,先指向发布者的相关章节。
如何阅读一行(由左至右):本计划设定的标准、获认可机构如何处理相同事项、证明此事的来源、可在该网址搜索的确切引文、可打开的链接、查证日期,以及验证方法。
| # | CoinUnited.io Academy 设定的标准 | 获认可机构如何处理相同事项 | Benchmark source | Exact quote (Ctrl+F at the URL) | Source URL | Date checked | Method |
|---|---|---|---|---|---|---|---|
| 1 | 依据一套绝对标准(标准参照)来认证能力。 | ISO/IEC 17024 是针对认证人员之机构所设的国际标准 … | ISO/IEC 17024:2026 (overview), ISO | "is an ISO/IEC standard which specifies criteria for the operation of … | https://www.iso.org/standard/17024 | 2026-07-09 | Official standard page |
| 2 | 开发并维护课程、考试与再认证,通过 … | ISO/IEC 17024 要求一套载明文件的认证方案,涵盖 … | ISO/IEC 17024:2026 (overview), ISO | "The standard includes requirements for the development and maintenance … | https://www.iso.org/standard/17024 | 2026-07-09 | Official standard page |
| 3 | 通过机构的治理机制审慎制定及格分数 … | CFA Institute 的理事会(Board of Governors)制定最低及格分数(Minimum Passing Score) … | CFA Institute: Exam results | "Whenever there is significant curriculum or population change, the … | https://www.cfainstitute.org/programs/cfa | 2026-07-09 | Official page |
| 4 | 以一种获认可的标准设定方法为及格门槛提供依据 … | 在标准设定的 Angoff 方法中,主题专家 … | Ricker, "Setting Cut-Scores: A Critical Review of the Angoff and Modified Angoff Methods", Alberta Journal of Educational Research | "SMEs are asked to evaluate each item and estimate the proportion … | https://journalhosting.ucalgary.ca/index.php/ajer/article/view/55111 | 2026-07-09 | Peer-reviewed journal article |
| 5 | 以公开的外部标准来要求本计划,借此取得公信力。 | 认证机构全国委员会(National Commission for Certifying Agencies,NCCA),即负责认可 … | Institute for Credentialing Excellence: NCCA | "Programs accredited by the NCCA span a wide range of professions … | https://www.credentialingexcellence.org/accreditation | 2026-07-09 | Official page |
| 6 | 让证书跨越难度递增的连续级别逐级衔接(Foundation … | CFA Program 须通过全部三个级别的考试方能取得 … | CFA Institute: How to become a CFA charterholder | "Pass all three levels of the CFA program (mastery of the current … | https://www.cfainstitute.org/programs/cfa-program/charter | 2026-07-09 | Official page |
| 7 | 分级阶梯(佐证):一项多级别的专业资格,结合 … | CAIA 资格须完成一套研修课程并 … | CAIA Association: Frequently Asked Questions | "who complete a course of study and pass two examinations" | https://caia.org/faq | 2026-07-09 | Official page |
| 8 | 分级阶梯(佐证):一项分拆为 … | GARP Financial Risk Manager (FRM) 认证须跨越 … | GARP: FRM Program and Exams | "After you pass your Part I Exam, follow up your success by registering … | https://www.garp.org/frm/program-exams | 2026-07-09 | Official page |
| 9 | 将持证者约束于一套道德准则与行为规范,作为其持证的一项条件 … | CFA Institute 订有一套道德准则与专业行为 … | CFA Institute: Code of Ethics and Standards of Professional Conduct | "you are required to follow the CFA Institute Code of Ethics and Standards … | https://www.cfainstitute.org/standards/professionals/code-ethics-standards | 2026-07-09 | Official page |
| 10 | 维持评估的客观性并披露颁发者(而非声称独立性)。 | CFA Institute Standard I(B) 要求会员维持独立性与客观性 … | CFA Institute: Standard I(B) Independence and Objectivity | "Members and candidates must not offer, solicit, or accept any gift … | https://www.cfainstitute.org/standards/professionals/code-ethics-standards/standards-of-practice-i-b | 2026-07-09 | Official page |
| 11 | 要求诚信并披露利益冲突(佐证)。 | GARP Code of Conduct 要求会员以诚信行事 … | GARP: Code of Conduct | "GARP Members shall act with honesty, integrity, and competence … | https://www.garp.org/code-of-conduct | 2026-07-09 | Official page |
| 12 | 不对投资业绩作任何保证;将任何此类保证视为 … | CFA Institute Standard I(C) Misrepresentation 禁止保证 … | CFA Institute: Standard I(C) Misrepresentation | "Guaranteeing either a particular rate of return or preservation of … | https://www.cfainstitute.org/standards/professionals/code-ethics-standards/standards-of-practice-i-c | 2026-07-09 | Official page |
| 13 | 保持知识的时效性。(本计划承诺定期进行内容 … | CFP Board 要求持证人完成 30 小时的继续 … | CFP Board: Continuing Education Requirements | "required to complete 30 hours of continuing education (CE) each … | https://www.cfp.net/for-cfp-pros/continuing-education | 2026-07-09 | Official page |
| 14 | 提供一项易于取得、可自定进度的入门证书,且仍能被广泛 … | Bloomberg Market Concepts 是一套可自定进度的课程,约需 … | Duke University Library: Bloomberg certification guide | "The self-paced program takes approximately 8 hours to complete … | https://guides.library.duke.edu/bloomberg/certification | 2026-07-09 | Reference page |