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Financial Analyst vs Investment Banker

Financial Analyst vs Investment Banker

A “financial analyst” is a broad term that covers many different types of careers, whereas an “investment banker” works in a specific area of finance (investment banking) that advises clients on mergers, acquisitions and capital raising. Investment banking analysts are a type of financial analyst. The comparison of financial analyst vs investment banker is not really a fair comparison to make, since junior bankers are analysts themselves. More senior bankers, however, are relationship managers who focus on finding clients and closing deals.

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?