Certification or Licensing
Certification is not required but can enhance skills and knowledge and improve job prospects. The Investments & Wealth Institute offers certification for investment management analysts and private wealth advisors. Find information at https://investmentsandwealth.org.
Investment fund managers may also be certified financial analysts (CFA). The CFA program is administered by the CFA Institute (https://www.cfainstitute.org) and consists of examinations that cover such topics as economics, financial statement analysis, and portfolio management. Certification candidates must meet education and work experience requirements.
Some upper-level positions may require that investment fund managers hold a certified public accountant license. The Association for Financial Professionals (https://www.afponline.org/certification) offers the certified treasury professional credential to its members who have at least two years of experience as an investment professional and pass an exam.
- Accountants
- Architects
- Assessors and Appraisers
- Auditors
- Automatic Teller Machine Servicers
- Bank Branch Managers
- Bank Examiners
- Billing Clerks
- Bookkeeping and Accounting Clerks
- Business Managers
- Chief Executive Officers
- Chief Financial Officers
- Chief Information Officers
- Chief Revenue Officers
- Commodities Brokers
- Compliance Managers
- Cost Estimators
- Credit Analysts
- Economists
- Environmental Economists
- Financial Analysts
- Financial Consultants
- Financial Institution Officers and Managers
- Financial Institution Tellers, Clerks, and Related Workers
- Financial Planners
- Financial Quantitative Analysts
- Financial Services Brokers
- Forensic Accountants and Auditors
- Fraud Examiners, Investigators, and Analysts
- Futurists
- Hedge Fund Investor Relations Specialists
- Hedge Fund Relationship Managers
- Interior Designers and Decorators
- Investment Bankers
- Investment Banking Analysts
- Investment Banking Associates
- Investment Banking Sales Brokers
- Investment Banking Traders
- Investment Professionals
- Investment Underwriters
- Loan Processors
- Loan Underwriters
- Mergers and Acquisitions Attorneys
- Mortgage Bankers
- Mutual Fund Analysts
- Mutual Fund Customer Service Representatives
- Mutual Fund Financial Managers
- Mutual Fund Portfolio Managers
- Mutual Fund Wholesalers
- Private Bankers
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- Purchasing Agents
- Real Estate Agents and Brokers
- Real Estate Clerks
- Real Estate Developers
- Real Estate Lawyers
- Real Estate Writers
- Regulatory Affairs Managers
- Regulatory Affairs Specialists
- Retirement Planners
- Statisticians
- Wealth Management Associates
- Wealth Management Investor Relations Specialists
