Wealth Management Analysts

Certification or Licensing

Becoming certified is a good way to expand your financial knowledge and impress potential employers. It’s important to note that some certification programs are only open to those with several years of on-the-job experience, but you can earn some credentials starting during your last year of college, right after you graduate, or with just a year or two of work experience. One such program is the three-level chartered financial analyst (CFA) credential, which is administered by the CFA Institute. Those with either a bachelor’s degree or those who are in the last year of undergraduate study can apply for the program. Here are a few additional programs to consider:

• Accredited investment fiduciary, accredited investment fiduciary analyst, professional plan consultant (fi360)
• Certified international wealth manager diploma (Association of International Wealth Management)
• Chartered alternate investment analyst (Chartered Alternate Investment Analyst Association)
• Chartered market technician (Market Technicians Association)

Wealth management professionals with at least three years of experience providing direct client contact in investment management, administrative, tax, legal, and marketing services can apply for the certified trust and financial advisor credential, which is offered by the American Bankers Association Institute of Certified Bankers.

Some analysts 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.