NYIBF Resource Center

How to Become a Financial Analyst

Learn the skills, tools and training commonly associated with financial analyst roles.

Financial analysts evaluate financial information to support business, investment or planning decisions. The role varies across employers and sectors.

Core skills

• Financial statement analysis
• Excel and spreadsheet analysis
• Forecasting
• Valuation
• Research and data interpretation
• Communication

Training

Financial analysis overlaps with financial modeling, valuation, investment banking and credit analysis. Explore the Financial Modeling Professional Certificate and Investment Banking Certification.