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:

  1. 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。
  2. 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 sourceExact quote (Ctrl+F at the URL)Source URLDate checkedMethod
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/170242026-07-09Official 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/170242026-07-09Official 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/cfa2026-07-09Official 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/551112026-07-09Peer-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/accreditation2026-07-09Official 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/charter2026-07-09Official 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/faq2026-07-09Official 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-exams2026-07-09Official 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-standards2026-07-09Official 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-b2026-07-09Official 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-conduct2026-07-09Official 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-c2026-07-09Official 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-education2026-07-09Official 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/certification2026-07-09Reference page