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 Financial Managers
- Mutual Fund Portfolio Managers
- Mutual Fund Wholesalers
- Private Bankers
- Property and Real Estate Managers
- 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
