Certification or Licensing
Financial analysts can earn the title chartered financial analyst (CFA). While certification is not required, it is recommended. The CFA program, which is administered by the CFA Institute, consists of three levels of examinations. These rigorous exams deal with such topics as economics, financial statement analysis, and portfolio management. Before taking the exams, you must already have a bachelor’s degree (or four years of professional experience) and have four years' of work experience.
For certain upper-level positions, some organizations may require that you have a certified public accountant license. The Association for Financial Professionals offers the certified treasury professional credential to its members. You must 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 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 Fund Managers
- Investment Underwriters
- Loan Processors
- Loan Underwriters
- Mortgage Bankers
- Mutual Fund Analysts
- Mutual Fund Customer Service Representatives
- 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
