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Financial Analyst Requirements

List of Financial Analyst Requirements

Financial analyst requirements 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

 

Financial Analyst Requirements

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?