Financial Analyst vs Financial Advisor

Financial Analyst vs. Financial Advisor

A financial analyst is responsible for researching and assessing the performance of a business, while a financial advisor is focused mainly on managing relationships with clients and investors. Many banks and investment firms have both analysts and advisors to serve their clients, where analysts do most of the research and advisors do most of the relationship management. The personality of a financial analyst vs. a financial advisor is typically very numbers-focused for the former and people-focused for the latter.

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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