Financial analyst definition

Financial analyst

A financial analyst conducts financial analysis for external or internal clients. Their primary duty is to examine data to identify opportunities or evaluate outcomes for investment recommendations or business decisions.

In the financial services industry, analysts provide regular reports on forex, equity, commodity, and cryptocurrency markets to assist traders’ decision making.

Chartered financial analyst

A chartered financial analyst (CFA) is a globally recognised postgraduate professional qualification provided by the CFA Institute in the United States that measures and certifies financial analysts’ competence and integrity.

The CFA Institute is considered the highest global legal and regulatory authority of finance-related qualifications.

The course contains a wide range of topics, including advanced investment, probability theory, statistics, derivatives, economics, corporate finance, alternative investments, and portfolio management.

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