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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

Pay is an estimate of typical US entry-level pay for this role and varies by state, employer and shift. The timeline assumes you are starting from accountant or analyst and includes any licence or programme legally required, not just course length.

See financial analyst jobs open now

The route

  1. Get a finance or economics degree

    Accounting works too — you need to read statements fluently.

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

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

    Course that covers thisLearn Business and Financial ModelingUdemy · around $19.99
  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. Consider the CFA

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

    CFA

  5. Destination

    Financial Analyst

    Browse jobs now

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