Match
$80k $80k
Avg US Salary
277k 277k
Employment
11.7% 11.7%
Growth
3.3/5 3.3/5
Rating
Bachelors Bachelors
Education

Financial Analyst Education Requirements

Individuals choosing a career in financial analysis will need to successfully complete a bachelor’s degree to qualify for an entry-level position. Students with a strong background in higher mathematics and business will excel in achieving a bachelor of science in finance. Coursework will include statistics, managerial finance, business laws, investment analysis, ethics, accounting, international business, and marketing.

Many positions require a masters degree in business administration. At this level of education, students typically study advanced theories in business and management and concentrate on one specific financial area, such as international investment or project management.

In addition to a bachelor’s degree or a master’s degree, most individuals pursuing a career in financial analysis need to maintain appropriate industry certification. The CFA Institute offers certification to those analysts who have a bachelor’s degree and four years of field experience. The CFA certification involves two to five years of study and the successful completion of three examinations.

Professional licensure is a requirement for those analysts choosing a career in stocks, bonds, or other legal issues. The Financial Industry Regulatory Authority offers securities licensure for current employees, should their company sponsor them.

Education History of Financial Analysts

The most common degree held by financial analysts is Finance. 21 percent of financial analysts had a degree in finance before becoming financial analysts. That is over 17 times the average across all careers. Business Management And Administration graduates are the second most common among financial analysts, representing 14 percent of financial analysts in the Sokanu user base, which is 3.4 times the average.

Financial Analyst Education History

This table shows which degrees people earn before becoming a Financial Analyst, compared to how often those degrees are obtained by people who earn at least one post secondary degree.

Degree % of financial analysts % of population Multiple
Finance 20.6%
1.2%
17.2×
Business Management And Administration 13.6%
4.0%
3.4×
Economics 13.6%
2.2%
6.1×
Accounting 7.9%
1.0%
7.6×
Business 4.9%
1.2%
4.1×
English Literature 3.3%
2.5%
1.3×
Mathematics 3.0%
1.0%
3.1×
International Business 2.7%
0.6%
4.2×
Business Economics 2.2%
0.5%
4.6×
Political Science 2.2%
1.5%
1.4×
Communications 1.9%
1.8%
1.0×
Marketing And Marketing Research 1.4%
1.3%
1.1×
Philosophy And Religious Studies 1.4%
0.8%
1.7×
History 1.4%
1.1%
1.2×
International Relations 1.4%
0.8%
1.8×
Foreign Language Studies 1.1%
0.7%
1.6×
Psychology 1.1%
3.4%
0.3×

Financial Analyst Education Levels

84% of financial analysts have a bachelor's degree. 16% of financial analysts have a master's degree.

No education 0%
High school diploma 0%
Associate's degree 0%
Bachelor's degree 84%
Master's degree 16%
Doctorate degree 0%

How to Become a Financial Analyst

Interested in becoming a financial analyst? Here are your next steps.

  1. Take the Sokanu Career Test

    Would you make a good financial analyst? Sokanu's free assessment reveals how compatible you are with a career across 5 dimensions!

    Take the free career test
  2. Get the Education
    Syracuse MBA

    • Delaware Technical Community College-Terry | Dover, DE
      Offers: Associates
    • Delaware Technical Community College-Stanton/Wilmington | Wilmington, DE
      Offers: Certificate, Associates
    • Delaware State University | Dover, DE
      Offers: Bachelors
    • University of Delaware | Newark, DE
      Offers: Bachelors
    • Goldey-Beacom College | Wilmington, DE
      Offers: Certificate, Associates, Bachelors
  3. Get Hired

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    View all jobs →

    Would you like to post jobs on this career? Find the best candidates using Sokanu's new psychometric job platform. Visit employers.sokanu.com today.

Further Reading

  • How To Become A Financial Analyst www.bls.gov

    Financial analysts typically must have a bachelor’s degree, but a master’s degree is often required for advanced positions.

  • What Do I Need To Be A Financial Analyst? everydaylife.globalpost.com

    Financial analysts study investments, such as stocks, bonds and commodities. They then recommend what options to buy, if their clients are individuals or organizations who want to grow their money, or what options to sell, if their clients are businesses that sell investments.

Find your perfect career

Would you make a good financial analyst? Sokanu's free assessment reveals how compatible you are with a career across 5 dimensions!

Take the free career test

How to Become a Financial Analyst

Interested in becoming a financial analyst? Here are your next steps.

  1. Take the Sokanu Career Test

    Would you make a good financial analyst? Sokanu's free assessment reveals how compatible you are with a career across 5 dimensions!

    Take the free career test
  2. Get the Education
    Syracuse MBA

    • Delaware Technical Community College-Terry | Dover, DE
      Offers: Associates
    • Delaware Technical Community College-Stanton/Wilmington | Wilmington, DE
      Offers: Certificate, Associates
    • Delaware State University | Dover, DE
      Offers: Bachelors
    • University of Delaware | Newark, DE
      Offers: Bachelors
    • Goldey-Beacom College | Wilmington, DE
      Offers: Certificate, Associates, Bachelors
  3. Get Hired

      Loading jobs...

    View all jobs →

    Would you like to post jobs on this career? Find the best candidates using Sokanu's new psychometric job platform. Visit employers.sokanu.com today.