Certification or Licensing
The Algorithmic Trader’s Association offers the certified algorithmic trader credential to those who complete a 14-unit educational program. Some traders earn the chartered financial analyst credential (which is offered by the CFA Institute), chartered market technician certification (CMT Association), or certified public accountant designation (American Institute of Certified Public Accountants).
Investment banks require that traders who make investment recommendations to clients have or eventually receive their Series 7 (General Securities Representative) and Series 63 (Uniform Securities Agent State Law) credentials from the Financial Industry Regulatory Authority, the self-regulatory arm of the investment industry. Traders must also be licensed by regulators in the state in which their company does business.
- Accountants
- Auditors
- Chief Executive Officers
- Chief Financial Officers
- Commodities Brokers
- Compliance Managers
- Financial Analysts
- Financial Consultants
- Financial Institution Officers and Managers
- Financial Institution Tellers, Clerks, and Related Workers
- Financial Quantitative Analysts
- Financial Services Brokers
- Hedge Fund Investor Relations Specialists
- Hedge Fund Relationship Managers
- Investment Bankers
- Investment Banking Analysts
- Investment Banking Associates
- Investment Banking Sales Brokers
- Investment Fund Managers
- Investment Professionals
- Investment Underwriters
- Mergers and Acquisitions Attorneys
- Mutual Fund Wholesalers
- Private Bankers
- Regulatory Affairs Managers
- Regulatory Affairs Specialists
- Wealth Management Associates
- Wealth Management Investor Relations Specialists
