The main difference between a Financial Analyst vs Investment Analyst is that the title “Financial” is broader than “Investment.” It means Financial Analysts perform a very wide range of analysis that can include budgeting, forecasting, financial modeling, valuation, and looking at investments, while an Investment Analyst will exclusively look at investment opportunities.
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!
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:
