Financial Analyst Education

Most Common Financial Analyst Education

The most common Financial Analyst education is a bachelor’s degree (typically in Commerce, Economics, Accounting, or Finance) plus some sort of practical industry-specific certification such as the Financial Modeling and Valuation Analyst (FMVA)® designation. There are also many other educational paths people take to become financial analysts, such as obtaining a liberal arts degree or transferring mid-career from a profession like engineering or law. While formal education can vary widely, the core skill set that’s required is always the same, which is being good with numbers, using Excel spreadsheets, and possessing sharp analytical skills.


Financial Analyst Education

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?


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