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:
- 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。
- 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 source | Exact quote (Ctrl+F at the URL) | Source URL | Date checked | Method |
|---|---|---|---|---|---|---|---|
| 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/17024 | 2026-07-09 | Official 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/17024 | 2026-07-09 | Official 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/cfa | 2026-07-09 | Official 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/55111 | 2026-07-09 | Peer-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/accreditation | 2026-07-09 | Official 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/charter | 2026-07-09 | Official 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/faq | 2026-07-09 | Official 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-exams | 2026-07-09 | Official 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-standards | 2026-07-09 | Official 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-b | 2026-07-09 | Official 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-conduct | 2026-07-09 | Official 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-c | 2026-07-09 | Official 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-education | 2026-07-09 | Official 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/certification | 2026-07-09 | Reference page |