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Finance

How to become a Financial Analyst

From accountant or analyst: every step, how long it takes, and the credential it earns.

Time to get there
2–4 years
Typical pay
$72k–$98k
Starting from
Accountant or analyst
See financial analyst jobs open now →

The steps

  1. 1

    Get a finance or economics degree

    Accounting works too — you need to read statements fluently.

    4 years

    Course that covers thisAccounting Fundamentals: From Zero to HeroUdemy · around $19.99 →
  2. 2

    Master Excel modelling

    Three-statement models built from scratch. This is what the interview tests.

    3–6 months

    Course that covers thisLearn Business and Financial ModelingUdemy · around $19.99 →
  3. 3

    Learn to work with data

    SQL and a BI tool increasingly separate analysts from spreadsheet operators.

    Course that covers thisMaster SQL - Core Database Skills Practice ExamUdemy · around $19.99 →
  4. 4

    Consider the CFA

    Three levels over several years. Worth it for investment work, less so for corporate FP&A.

    CFA

Course links are Udemy affiliate links — we earn a commission if you buy, at no extra cost to you. Licences and exams named above are issued by state boards and certifying bodies we have no relationship with; we list them because they are what the job actually requires.

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