Career Path

Advance Your Career in Asset Management

Pursue a career in Asset Management with expert-led courses from CFI.

Build core skills in investment analysis, portfolio management, and financial decision-making.
Develop in-demand expertise in equities, fixed income, derivatives and alternative investments.
Stand out to employers with CFI’s hands-on training in analysis, valuation, and portfolio evaluation

Why Choose Asset Management

Asset Management is a dynamic career focused on managing investments to help clients achieve financial goals. Professionals apply analysis, market insight, and risk management to optimize returns. CFI’s programs build the investment analysis and reporting skills needed for success in asset management. Learn more about Asset Management careers here.

Strong Industry Demand

The continued growth of global markets and investment products drives strong demand for skilled asset management professionals across investment firms, banks, and fund managers.

Competitive Compensation

Asset management offers attractive salaries and performance-based bonuses tied to portfolio performance and assets under management.

Analytical and Strategic Impact

Professionals apply research, data analysis, and market insight to make investment decisions that directly impact client and institutional success.

Pathway to Leadership

Investment Analyst → Portfolio Manager → Senior Portfolio Manager → Director or Chief Investment Officer (CIO).

Recommended Learning for Asset Management Careers

Start with the Capital Markets & Securities Analyst (CMSA)® certification to build a strong foundation in financial markets, investment analysis, and portfolio management. Then, expand your expertise with advanced and specialized programs that deepen your understanding of asset allocation, valuation, and performance measurement.

Capital Markets & Securities Analyst Certification

4.9 (13,703 Ratings)

The Capital Markets & Securities Analyst (CMSA)® certification builds the core skills needed to start a career in global markets. You’ll develop a strong understanding of how securities are traded and valued across equities, fixed income, FX, commodities, and derivatives, preparing you for roles in sales, trading, research, or risk management.

Skills You’ll Gain:

Fixed Income, Equities, Foreign Exchange, Commodities, Derivatives, Analytical Methodologies, and more

CMSA program: 41 total courses, 17 required for exam eligibility
Get full CMSA program, community, & more with a CFI membership
Self-Paced & 100% Online

Learn Advanced Asset Management Skills with additional Specializations

Program

Financial Modeling & Valuation Analyst

Specialization

Data Analysis in Excel

Specialization

Cryptocurrencies and Digital Assets Specialization

Specialization

Accounting for Financial Analysts

Financial Modeling & Valuation Analyst (FMVA®) Certification

4.9 (37,929 Ratings)

The Financial Modeling & Valuation Analyst (FMVA®) certification delivers the technical expertise required to excel in high-stakes transaction environments. You’ll develop advanced skills in financial modeling, valuation, and deal analysis, preparing you to work on complex M&A transactions, capital raising, and strategic advisory projects with confidence.

Skills You’ll Gain:

Financial Statement Analysis, Modeling, Accounting, Budgeting, Forecasting, Excel, PowerPoint, and more

FMVA Program: 33 courses to earn FMVA certificate
Self-Paced & 100% Online
Get full FMVA certification, community, & more with a CFI membership

Data Analysis in Excel Specialization

4.9 (24,016 Ratings)

FP&A roles typically spend a large proportion of their time in Microsoft Excel, building traditional formula based models. The Data Analysis in Excel Specialization offers an opportunity to stand out from other FP&A colleagues, with more advanced skills in data analysis, data management and basic automation. With these skills come opportunities to improve speed, quality and reliability of analysis to stakeholders.

Skills You’ll Gain:

Advanced Data Techniques, Array Formulas, Power Pivot, Power Query, Basic Automation, Data Modeling

DAE program: 8 total, 5 required to earn DAE certificate
Self-paced & 100% online
Get this full program, community, & more with a CFI membership

Cryptocurrencies and Digital Assets Specialization

4.8 (171 Ratings)

The Cryptocurrencies and Digital Assets Specialization builds on your understanding of capital markets by exploring how digital assets are traded, valued, and regulated. You’ll learn how blockchain technology and decentralized finance are reshaping investment and trading strategies.

Skills You’ll Gain:

Purpose of Cryptocurrencies, Technical understanding of Digital Assets, Cryptocurrency Analysis and more

CDA program: 5 total courses, 4 required to earn CDA certificate
Self-paced & 100% online
Get full CDA program, community, & more with a CFI membership

Accounting for Financial Analysts Specialization

4.9 (13,801 Ratings)

The ability to analyze and interpret financial statements, and understand the accounting implications of acquisitions, restructurings, and operational changes, is key to evaluating investment opportunities and monitoring portfolio performance. Strong accounting skills help PE professionals work closely with management teams to drive financial and strategic improvements.

Skills You’ll Gain:

Reading Financial Statements, Treatment of Leases & Inventory, Interpreting Complex Scenarios

11 courses to earn Accounting for Financial Analysts Specialization
Self-paced & 100% online
Get full Accounting for Financial Analysts Specialization, community, & more with a CFI membership

Get Started

Gain an advantage with our Asset Management Career Tools

Career Information

Explore Asset Management and and how it fits into the world of finance.

Podcast interviews with Asset Management professionals
Career insights on Asset Management and the world of finance
Office hours with experts for Asset Management career questions

Interview Preparation

Test your skills and get interview ready with practical resources created by Asset Management experts.

Top Asset Management Interview Questions
Skills Assessments for Asset Management Topics
Interview Tips for Asset Management

Job Search

Create and enhance your resume with AI assisted tools before finding a job in Asset Management

Resume Templates for Asset Management
AI Powered Resume Builder
Asset Management Job Postings (Coming Soon)

Immerse Yourself in the World of Asset Management

Explore Asset Management specific resources to hear from professionals, learn more about the industry, and download useful Excel templates.

Articles

Templates & Exercises

Podcasts

Institutional Asset Management Career Profile

Overview and Job Description of an Institutional Asset Manager Institutional asset managers supervise…

Written by Scott Powell

ESG Fund

What is an ESG Fund? An ESG Fund is a broad term used…

Written by Noah Miller

Asset Management vs Wealth Management: Key Differences

It's an important consideration: what is the difference between wealth management and asset…

Written by Kelly Bailey

Asset Management vs. Investment Banking: Which Career Path is Right for You?

Though asset management and investment banking share the common goal of enhancing financial…

Written by Kelly Bailey

Mutual Fund vs. Hedge Fund: How the Two Careers Differ

The world of investment management presents two distinct career paths that often attract…

Written by CFI Team

Written by Scott Powell

Institutional Asset Management Career Profile

Overview and Job Description of an Institutional Asset Manager Institutional asset managers supervise…

Written by Noah Miller

ESG Fund

What is an ESG Fund? An ESG Fund is a broad term used…

Written by Kelly Bailey

Asset Management vs Wealth Management: Key Differences

It's an important consideration: what is the difference between wealth management and asset…

Written by Kelly Bailey

Asset Management vs. Investment Banking: Which Career Path is Right for You?

Though asset management and investment banking share the common goal of enhancing financial…

Written by CFI Team

Mutual Fund vs. Hedge Fund: How the Two Careers Differ

The world of investment management presents two distinct career paths that often attract…

Alpha Calculator

Alpha Calculator This Alpha Calculator will compute the value of alpha based on…

Written by CFI Team

Alpha Calculator

Calculates a basic investment alpha using the return on a portfolio and the…

Written by CFI Team

ETF Allocator Model

This model template illustrates how to allocate to different ETFs based on client…

Written by CFI Team

Alpha Calculator

Alpha Calculator This Alpha Calculator will compute the value of alpha based on…

Written by CFI Team

Alpha Calculator

Calculates a basic investment alpha using the return on a portfolio and the…

Written by CFI Team

ETF Allocator Model

This model template illustrates how to allocate to different ETFs based on client…

Member Spotlight | Jorge Marques

Jorge Marques joined CFI back when it was just a WeWork dream, and…

Written by CFI Team

Careers in Finance | James M. Binsfeld

In this episode of the Careers in Finance on FinPod, James M. Binsfeld shares his…

Written by CFI Team

Member Spotlight | Jorge Marques

Jorge Marques joined CFI back when it was just a WeWork dream, and…

Written by CFI Team

Careers in Finance | James M. Binsfeld

In this episode of the Careers in Finance on FinPod, James M. Binsfeld shares his…

Expert-Led Courses On Demand

Learn from experienced professionals on your schedule. Build real-world skills you can apply the same day.

Structured Syllabus

Access a curriculum built around the skills top employers want with the flexibility to learn on your own pace.

Instant Learning Support

CFI’s AI Tutor delivers instant answers, examples, and summaries as you learn. *Full Immersion learners only.

Asset Management Graduates Work in Leading Organizations

CFI’s Asset Management graduates work for top firms worldwide—across industries such as technology, financial services, automotive, and consumer goods.

Trusted by 2.8 Million+ professionals worldwide.

Over 75% of CFI learners report improved productivity or competency within weeks.

Ready to Launch Your Asset Management Career?

Get certified by CFI and join millions of successful finance professionals.

Start Your Asset Management Career

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.

What is Asset Management and what do capital markets professionals do?

Asset Management professionals oversee investments on behalf of clients or institutions, aiming to grow and protect wealth over time. They analyze markets, manage portfolios across asset classes, and make strategic investment decisions to achieve risk-adjusted returns.

Is a career in Asset Management right for me?

If you enjoy analyzing markets, interpreting financial data, and making evidence-based decisions, Asset Management could be an excellent fit. It’s ideal for individuals who are analytical, detail-oriented, and interested in investment strategy and performance.

Do I need a finance degree to work in Asset Management?

Not necessarily. While a finance or economics background is helpful, strong analytical, Excel, and communication skills are highly valued. CFI’s hands-on training helps you develop the practical investment and portfolio management skills needed to succeed.

Will these certifications help me get a job in Asset Management?

Yes. CFI’s certifications are trusted by leading financial institutions and demonstrate your ability to analyze investments, manage portfolios, and assess performance. You’ll gain job-ready skills that prepare you for roles in investment research, portfolio management, or asset allocation.

Can this help me advance in my current finance role?

Definitely. Strengthening your understanding of portfolio management, valuation, and performance measurement can help you move into roles with greater responsibility in asset or fund management.

What makes CFI’s Asset Management career path different from other providers?

CFI’s career path combines real-world investment case studies with practical Excel-based applications. You’ll learn how to analyze securities, build portfolios, and measure performance using tools and techniques applied by professional asset managers.

Is this training NASBA accredited or CPE eligible?

Yes. CFI is NASBA-accredited and offers CPE/CPD credits, helping finance professionals stay compliant and maintain professional designations.

Do I get a certificate? Will it show on LinkedIn?

Yes. You’ll receive a verified digital certificate that can be shared on LinkedIn to highlight your Asset Management expertise and investment analysis skills.

If you haven’t found your answer from our FAQ, please send us a message.