The AFA Accredited Financial Analyst ® Designation focuses on the global markets and analysis thereof while also preparing the professional to understand financial statements and analyze financial, legal and economic data. A financial analyst, securities analyst, research analyst, equity analyst, or investment analyst is a person who performs financial analysis for external or internal clients as a core part of the job. It is performed by professionals who prepare reports using ratios that make use of information taken from financial statements and other reports. These reports are usually presented to top management as one of their bases in making business decisions. Certification as a financial analyst requires accredited education in finance.
Prerequisite: Three years of financial planning experience in asset management and financial planning.
- GAFM -approved degree (graduate or undergraduate) in finance, tax, accounting, financial services, law or a CPA, MBA, MS, PhD, or JD from an accredited school or organization
- Five or more approved and related courses from an AACSB or ACBSP accredited business school or GAFM sanctioned program
- A related degree and exams from an GAFM-approved and accredited university program