Financial Analyst Qualifications
Common Financial Analyst Qualifications
Financial analyst qualifications typically include a Bachelor’s degree, plus a professional designation like the FMVA, or a Master’s degree like an MBA. Skills required usually include:
Evaluating investment opportunities and rates of return
Analyzing financial data and company performance
Preparing research reports and building forecasts
Making recommendations to improve business operations
Modeling capital expenditures (CapEx) and depreciation
Performing financial modeling and valuation work
Working with team members to prepare reports and forecasts
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.
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?
