List of Financial Analyst Requirements
Financial analyst requirements typically include a Bachelor’s degree, plus a professional designation like the FMVABecome a Certified Financial Modeling & Valuation Analyst (FMVA)®CFI's Financial Modeling and Valuation Analyst (FMVA)® certification will help you gain the confidence you need in your finance career. Enroll today!, or a Master’s degree like an MBA. Skills required usually include:
Evaluating investment opportunities and rates of returnInternal Rate of Return (IRR)The Internal Rate of Return (IRR) is the discount rate that makes the net present value (NPV) of a project zero. In other words, it is the expected compound annual rate of return that will be earned on a project or investment.
Analyzing financial data and company performance
Preparing research reports and building forecasts
Making recommendations to improve business operations
Modeling capital expendituresCapital ExpendituresCapital expenditures refer to funds that are used by a company for the purchase, improvement, or maintenance of long-term assets to improve (CapEx) and depreciation
Performing financial modeling and valuation work
Working with team members to prepare reports and forecasts
![Financial Analyst Requirements]()
