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Financial Analyst Education Washington DC

Financial analysts must have a bachelor's degree. Many positions require a master's degree in finance or a Master of Business Administration (MBA). Positions may also require professional licenses and certifications. However, licenses and certifications are generally only earned after someone is hired.

Bettie Biehn, CPRW
(703) 836-8417
414 E. Custis Ave.
Alexandria, VA
 
Shirley Bliss,CPRW, CEIP, CPCC
(301) 919-9907
3310 N. Leisure World Blvd., #803
Silver Spring, MD
 
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001-9800000000
Street
Town, NM
 
Spencer Stuart
(202) 756-3793
1101 Pennsylvania Ave NW
Washington, DC

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Employment Agency
(202) 296-6606
1725 K St NW
Washington, DC

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Darren Cox, CPRW, CPCC
(202) 641-0879
9311 Fordsville Court
Clinton, MD
 
Avery Webster, CPRW
(301) 254-6173
PO Box 6440
Largo, MD
 
A F G E Local 1092
(202) 561-2700
Bolling Afb
Washington, DC
 
Spencer Stuart Washington
(202) 638-8732
1455 Pennsylvania Ave Nw # 200
Washington, DC

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Randstad
(202) 833-2660
1025 Connecticut Ave NW Ste 717
Washington, DC

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Financial Analyst Education

Most Significant Source of Postsecondary Education or Training
Bachelor's degree
Source: U.S. Department of Labor


In-Depth Look at Education & Training

Financial analysts must have a bachelor's degree. Many positions require a master's degree in finance or a Master of Business Administration (MBA). Positions may also require professional licenses and certifications. However, licenses and certifications are generally only earned after someone is hired.

Education and training. A bachelor's or graduate degree is required for financial analysts. Most companies require a bachelor's degree in a related field, such as finance, business, accounting, statistics, or economics. An understanding of statistics, economics, and business is essential, and knowledge of accounting policies and procedures, corporate budgeting, and financial analysis methods is recommended. An MBA or a master's degree in finance is often required. Advanced courses or knowledge of options pricing, bond valuation, and risk management are important.

Licensure. The Financial Industry Regulatory Authority (FINRA) is the main licensing organization for the securities industry. Depending on an individual's work, different licenses may be required, although buy side analysts are less likely to need licenses. The majority of these licenses require sponsorship by an employer, so companies do not expect individuals to have these licenses before starting a job. Experienced workers who change jobs will need to have their licenses renewed with the new company.

Other qualifications. Strong math, analytical, and problem-solving skills are essential qualifications for financial analysts. Good communication skills are necessary because these workers must present complex financial concepts and strategies. Self-confidence, maturity, and the ability to work independently are important. Financial analysts must be detail-oriented, motivated to seek out obscure information, and familiar with the workings of the economy, tax laws, and money markets. Although much of the software they use is proprietary, financial analysts must be comfortable working with spreadsheets and statistical packages.

With the increasing global diversification of investments, companies are assigning more financial analysts to cover foreign markets. These analysts normally specialize in one country, such as Brazil, or one region, such as Latin America. Companies prefer financial analysts to have the international experience necessary to understand the language, culture, business environment, and political conditions in the country or region that they cover.

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Financial Analysts

Overview of Education & Training

85.4% 10.1% 4.6%
College or Higher
Some College
High School or Less

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