Certification, Licensing, and Special Requirements
Certification or Licensing
Certification is not required, but completing a certification program can help you improve your skills and chances of getting hired. Here are some of the most popular certifications:
- Chartered Financial Analyst (administered by the CFA Institute, https://www.cfainstitute.org/programs/cfa-program)
- CAIA Charter (Chartered Alternative Investment Analyst Association, https://caia.org/programs/the-caia-charter)
- Certified Investment Management Analyst (Investments & Wealth Institute, https://investmentsandwealth.org/certifications/cima-certification)
Some analysts and associates are licensed as certified public accountants (CPAs) The Uniform CPA Examination, which is administered by the American Institute of Certified Public Accountants, is used by all states.
Related Professions
- Investment Underwriters
- Private Equity Accountants and Auditors
- Private Equity Business Development Directors
- Private Equity Chief Dealmakers
- Private Equity Compliance Professionals
- Private Equity Financial Managers
- Private Equity Investor Relations Specialists
- Private Equity Lawyers
- Private Equity Marketing Specialists
- Private Equity Risk Managers