Post job

Best equity analyst certifications

The best certifications for an equity analyst are Chartered Financial Analyst (CFA), Bloomberg Market Concepts - Bloomberg Certification (BMC), and Certified Financial Risk Manager (FRM).

Equity analyst certifications demonstrate your competency as an equity analyst to employers. However, not all equity analyst certifications provide the same value.

Below is a list of the best equity analyst certifications. Obtaining an equity analyst certification will give you a leg up when you apply for jobs and increase your potential salary.

6 best equity analyst certifications

1. Chartered Financial Analyst (CFA)

The CFA charter is recognized as the definitive standard by which to measure the competence, integrity, and dedication of serious investment professionals.

Certification details
  • More than two years of education or training after high school required? Yes
  • More than two years of work experience required? Yes
  • Oral or written exam required? Yes
  • Renewal required? 
Certifying website
Chartered Financial Analyst
Certifying organization
CFA Institute

2. Bloomberg Market Concepts - Bloomberg Certification (BMC)

Boost your skill set — and super-charge your marketability — with a Bloomberg Certification. The quickest way to do this is with our eight-hour self-directed e-learning course, Bloomberg Market Concepts (BMC). With modules on Economics, Fixed Income, Equities, Currencies and using the Bloomberg Terminal, BMC will help you emerge with an edge.

Certification details
  • More than two years of education or training after high school required? No
  • More than two years of work experience required? No
  • Oral or written exam required? No
  • Renewal required? No

3. Certified Financial Risk Manager (FRM)

The FRM program is rigorous and is designed to measure a candidate's grasp of the latest technical and industry knowledge; successful completion of the program signifies a candidate's ability to keep pace with a rapidly changing financial landscape.

Certification details
  • More than two years of education or training after high school required? Yes
  • More than two years of work experience required? Yes
  • Oral or written exam required? Yes
  • Renewal required? Every 5 year(s)
Certifying organization
Global Association of Risk...

4. Chartered Alternative Investment Analyst Level I (CAIA)

By completing the program and becoming a member of the CAIA Association, you earn the right to use the CAIA designation - The Global Mark of Distinction in Alternative Investments. In addition, you obtain networking access to others in this specialized field, as well as ongoing educational opportunities and a variety of industry resource discounts.

Certification details
  • More than two years of education or training after high school required? Yes
  • More than two years of work experience required? Yes
  • Oral or written exam required? Yes
  • Renewal required? 
Certifying organization
CAIA Association

5. Chartered Market Technician - Level I (CMT)

The Chartered Market Technician (CMT) designation is the culmination of a certification process in which candidates are required to demonstrate proficiency in a broad range of technical analysis of the financial markets.

Certification details
  • More than two years of education or training after high school required? Yes
  • More than two years of work experience required? No
  • Oral or written exam required? Yes
  • Renewal required? 

6. Certified Investment Management Analyst (CIMA)

The CIMA offers an intense educational experience focusing on asset allocation, manager search and selection, investment policy and performance measurement.

Certification details
  • More than two years of education or training after high school required? Yes
  • More than two years of work experience required? No
  • Oral or written exam required? Yes
  • Renewal required? 

What is the best certification for an equity analyst?

The best equity analyst certification is Chartered Financial Analyst (CFA). The Chartered Financial Analyst (CFA) is awarded by the CFA Institute. The advanced certification is for more experienced employees as it often requires some work experience to acquire.

Here's a bit more background on how to obtain this equity analyst certification:

  • To become a certified Chartered Financial Analyst (CFA), you need to pass the exam.
  • This certificate requires more than two years of work experience.
  • Renew certification every year.

What are some of the most in-demand certifications for equity analysts?

The most in-demand equity analyst certification is Chartered Financial Analyst based on all active job postings. Having this equity analyst certification will give you access to more equity analyst jobs with higher salaries.

Best certifications

The most common combination of equity analyst certifications include: Chartered Financial Analyst (CFA), Bloomberg Market Concepts - Bloomberg Certification (BMC), and Certified Financial Risk Manager (FRM).

Online courses for equity analysts to earn certifications

Advertising disclosure

1. The Real Estate Equity Waterfall Modeling Master Class

udemy
4.8
(1,831)

The Complete Guide To Building Dynamic Real Estate Equity Waterfall Models In Microsoft Excel...

2. Investment Banking and Finance: Private Equity Finance

udemy
4.5
(4,532)

Investment Banking and Finance: Private Equity Finance Masterclass: Fundraising, Valuation, PE Deals from Entry to Exit...

3. The Complete Financial Analyst Training & Investing Course

udemy
4.6
(30,958)

Succeed as a Financial Analyst &Investor by Award Winning MBA Prof who worked @Goldman, in Hedge Funds & Venture Capital...

4. The Advanced Real Estate Equity Waterfall Modeling Class

udemy
4.9
(417)

A Step-by-Step Guide To Modeling Catch-Ups, Clawbacks, Cash-on-Cash Waterfalls, and More For Real Estate Investors...

5. Financial Modelling, Financial Planning and DCF Valuation

udemy
4.4
(542)

How to create a startup or existing company financial model from scratch and carry out the DCF Valuation...

6. Financial Modeling & Valuation in Excel - Complete Course

udemy
4.4
(288)

Complete package of excel, accounting, ratio analysis, financial modeling, forecasting and business valuation techniques...

7. The Real Estate Financial Modeling Bootcamp

udemy
4.8
(8,299)

The Complete A to Z Guide to Modeling Real Estate Transactions in Microsoft Excel For Smarter Real Estate Investing...

8. The Essentials of Private Equity - What You Need to Know!

udemy
4.6
(1,856)

A time-efficient way to learn the must-knows of private equity!...

9. Company Valuation & Financial Modeling

udemy
4.6
(3,485)

Learn comprehensive financial modeling, forecasting and business valuation techniques for Finance professionals...

10. Tesla Company Analysis: Strategy, Marketing, Financials

udemy
4.7
(838)

Acquire the #1 Skill Needed For Investment banking, Private equity, and Consulting - Company analysis...

11. Financial Modeling for Business Analysts and Consultants

udemy
4.4
(1,523)

Learn Financial Modeling in Excel that will allow you to participate in due diligence, strategy or turn around projects...

12. Financial Modeling for Corporates

udemy
4.7
(260)

Learn Financial Modeling for corporate strategy, banking, FP & A, equity analysis & get a world class financial model...

13. Complete Financial Modeling for Project Finance in Excel

udemy
4.6
(589)

Learn Financial Modeling for Project Finance and Infrastructure Valuation ( DCF and IRR )...

14. Financial Statements: Balance Sheet, Income Stmt, Cash Flow

udemy
4.5
(574)

How To Quickly Read & Understand The Big 3 Financial Statements: Balance Sheet, Income Statement, Cash Flow Statement...

15. Financial Modeling & Fundamental Analysis

udemy
4.3
(1,498)

Complete A-Z of Financial Modelling (India Focused)...

16. Build a DCF Valuation Model

udemy
4.9
(417)

Learn how to build a Wall Street quality DCF valuation model. Includes a complete DCF model in Excel...

17. The Real Estate Financial Modeling Interview Exam Guide

udemy
4.9
(873)

How To Ace Your Real Estate Financial Modeling Interview Exam For Real Estate Investing Careers...

18. Value Investing With Fundamental Analysis - DCF Valuation

udemy
4.2
(375)

Find the fair value of any stock with DCF Valuation - Value Investing with Fundamental and Financial Modeling with DCF...

19. The Advanced Real Estate Financial Modeling Bootcamp

udemy
4.8
(1,270)

The Complete Guide To Advanced Real Estate Financial Modeling For Real Estate Investment Professionals...

20. Investment Banking: The Complete Financial Ratio Analysis

udemy
4.5
(396)

Investment Banking For Investors & Financial Analysts - How to Perform Financial Statement Analysis & Company Valuation...

Browse business and financial jobs