Financial Analysis Tools

What are the Most Common Financial Analysis Tools?

Financial analysis tools include MS Excel, PowerPoint, Capital IQ, Bloomberg, PitchBook Data, Thomson Reuters, accounting and enterprise software such as SAP, and other programs as required. At the end of the day, Excel is a financial analyst’s most important and commonly used tool. If you like working with numbers and building a spreadsheet, then a career as a financial analyst may be a good fit for you!


Financial Analysis Tools

Analyst Certification FMVA® Program

Below is a break down of subject weightings in the FMVA® financial analyst program. As you can see there is a heavy focus on financial modeling, finance, Excel, business valuation, budgeting/forecasting, PowerPoint presentations, accounting and business strategy.


Financial Analyst certification curriculum


A well rounded financial analyst possesses all of the above skills!


Additional Questions & Answers

CFI is the global institution behind the financial modeling and valuation analyst FMVA® Designation. CFI is on a mission to enable anyone to be a great financial analyst and have a great career path. In order to help you advance your career, CFI has compiled many resources to assist you along the path.

In order to become a great financial analyst, here are some more questions and answers for you to discover:

  • What is financial modeling?
  • How do you build a DCF model?
  • What is sensitivity analysis?
  • How do you value a business?


0 search results for ‘