機構文件

參考與基準日誌

針對 CoinUnited.io Academy 所設定的每一項標準,一個獲認可的機構如何處理相同事項,並附上具名來源、可解析的連結與查證日期。

CoinUnited.io Academy 取材自兩類截然不同的來源,本頁面是其中的第一類:

  1. 發證機構基準來源(本頁面)。 針對 Academy 作為認證機構為自身設定的每一項標準,本日誌顯示一個獲認可的發證權威機構(ISO、CFA Institute、GARP、CFP Board 等)如何處理相同的事項,並附上具名的來源與通往發布者的連結。
  2. 交易內容事實來源(另行分開)。 課程、詞彙表與常見問答中的每一項事實陳述,都附有其專屬的引用,指向某一主要權威:監管機構,例如 SEC、CFTC 與聯準會(Federal Reserve);交易所與標準制定機構,例如 CME Group、BIS 與 ISO;以及同儕審查研究。這些引用直接內嵌於各課程、詞彙表與常見問答頁面之中,而完整的機器可讀清單則存放於位於 /en/academy/okf/ 的 OKF 鏡像。

這兩組來源回答的是不同的問題。以下的基準來源用以確立 Academy 的認證做法與各獲認可機構相符;交易內容來源則用以確立我們所教授的內容在事實上正確無誤。將兩者分開是刻意為之。以下大多數連結會開啟所引用的特定頁面;少數深層連結則在確認確切頁面之前,先指向發布者的相關章節。

如何閱讀一列(由左至右):本計畫設定的標準、獲認可機構如何處理相同事項、證明此事的來源、可在該網址搜尋的確切引文、可開啟的連結、查證日期,以及驗證方法。

#CoinUnited.io Academy 設定的標準獲認可機構如何處理相同事項Benchmark sourceExact quote (Ctrl+F at the URL)Source URLDate checkedMethod
1依據一套絕對標準(標準參照)來認證能力。ISO/IEC 17024 是針對認證人員之機構所設的國際標準 …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開發並維護課程、考試與再認證,透過 …ISO/IEC 17024 要求一套載明文件的認證方案,涵蓋 …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透過機構的治理機制審慎訂定及格分數 …CFA Institute 的理事會(Board of Governors)訂定最低及格分數(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以一種獲認可的標準設定方法為及格門檻提供依據 …在標準設定的 Angoff 方法中,主題專家 …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以公開的外部標準來要求本計畫,藉此取得公信力。認證機構全國委員會(National Commission for Certifying Agencies,NCCA),即負責認可 …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讓證書跨越難度遞增的連續級別逐級銜接(Foundation …CFA Program 須通過全部三個級別的考試方能取得 …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分級階梯(佐證):一項多級別的專業資格,結合 …CAIA 資格須完成一套研修課程並 …CAIA Association: Frequently Asked Questions"who complete a course of study and pass two examinations"https://caia.org/faq2026-07-09Official page
8分級階梯(佐證):一項分拆為 …GARP Financial Risk Manager (FRM) 認證須跨越 …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將持證者約束於一套道德準則與行為規範,作為其持證的一項條件 …CFA Institute 訂有一套道德準則與專業行為 …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維持評量的客觀性並揭露頒發者(而非聲稱獨立性)。CFA Institute Standard I(B) 要求會員維持獨立性與客觀性 …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要求誠信並揭露利益衝突(佐證)。GARP Code of Conduct 要求會員以誠信行事 …GARP: Code of Conduct"GARP Members shall act with honesty, integrity, and competence …https://www.garp.org/code-of-conduct2026-07-09Official page
12不對投資績效作任何保證;將任何此類保證視為 …CFA Institute Standard I(C) Misrepresentation 禁止保證 …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保持知識的時效性。(本計畫承諾定期進行內容 …CFP Board 要求持證人完成 30 小時的繼續 …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提供一項易於取得、可自訂進度的入門證書,且仍能被廣泛 …Bloomberg Market Concepts 是一套可自訂進度的課程,約需 …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