Financial Analyst

Let us first describe what is Chartered Financial Analyst.

Financial analysts are one of the valued personnel in any organisation. The reason being, their analytical and insightful opinions are important for investing funds in the right area to gain maximum profit.

Every business entity goes through rough and smooth periods. The organisations that are best prepared to face any situation are the ones that regularly analyse its investments vis-à-vis its productivity and maintain an equal balance.

The financial analyst thus plays a very vital role in monitoring the market conditions and recommending suitable solutions and options to the management.

A Chartered Financial Analyst (CFA) certification course is designed to equip you with all the basic accounting standards, various business practices, economic policies and conditions etc.,

The CFA programs covers the day-to-day work involved in financial investments with  a global perspective.

What would you do in this profession?

As a financial analyst you will be performing the following functions:- 

  • analysing financial data from varied sources
  • researching performance of companies
  • designing company’s financial model
  • generating and comparing financial reports and data within the company and competitor companies
  • exploring and recommending new investment opportunities
  • analysing risks and advising measures to minimise losses
  • working on the share-holding pattern of the company
  • updating the management on political, economical and policy changes

Career prospects

The demand for a financial analyst (CFA) is on the rise.

A financial analyst plays an important role in maintaining the equilibrium in the money invested by an organisation to its actual production.

Hence, even when the market is down, a CFA, who collects and analyse actual market data, is in a better position to advise on investing company’s capital.

India, which has been least affected by the global recession, has become the global hub for investment in new projects. Hence, the future will witness a surge in demand for qualified financial analysts.

As a financial analyst you would basically find jobs in:- 

  • investment firms and banks
  • stock broking firms
  • commercial firms
  • insurance firms
  • government regulatory departments
  • academic institutes / research organisations
  • consulting

What skills should you posses?

The basic skills every aspiring CFA should develop / possess are:- 

  • good numerical ability
  • analytical mind to interpret facts and figures
  • good research skills
  • attention to detail, as any misses might prove costly
  • ability to interact and express clearly
  • an interest in current affair
  • ability to take initiative and work in teams

Eligibility, Entrance Exams and Institutes

The minimum qualification to pursue a financial analyst course is graduation (preferably in Commerce with Maths).

for the International CFA course details, years of study, exam pattern, eligibility, training etc., – conducted by CFA Institute, USA visit – (for your information – the CFA Institute, USA is not affiliated to ICFAI, India)


As a financial analyst, you would be required to analyse, interpret and calculate complex numerical data from various sources. Hence a solid foundation of maths and accounting during college years will help you handle such complex data.

Further studies
Students who have completed their CA program can opt for MBA degree, which will further enhance their career prospects for management role in organisations (see Finance MBA)


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