Thursday 8 January 2015

Key certification courses in finance recognized globally


The financial services industry needs people with sound financial knowledge to look after clients’ investments, assets, loans and credit. Most certification courses in finance require a combination of self-study, work experience, and examinations, allowing a person to work full-time while they pursue the certification. The key certifications relating to financial services include Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Financial Risk Management (FRM).

certification courses in finance


Globally recognized by employers, investment professionals, and investors, the CFA program equips a person with practical and fundamental knowledge for a wide variety of career choices in the investment profession. One will learn about a wide range of topics, including portfolio management, investment analysis, derivatives, accounting, and other fundamentals of the global markets.

CFP certification results in building a career as a Financial Planner, Financial Advisor, Investment Advisor, Investment Retirement Planner, Mutual Fund Advisor, Insurance Manager etc. The FRM Certification is internationally recognized for professions in financial risk management. Their job is to manage credit risk, market risk, and liquidity risk, as well as non-market related financial risks.

Rare tips on having a flourishing career in investment banking

In order to survive and flourish, some rare tips can come in handy. One needs to be energetic, enthusiastic, persistent and dogged.For a successful career prospects, one needs to understand people and learn eventually how to influence them. Investment bankers should focus on long-term relationships and this means not taking clients for granted or focusing purely on a single deal. Clients like loyalty and consistency. It takes years to build trust.

career in investment banking



It’s best not to have mutually incorrect expectations about your abilities. Be honest about what you can and can’t do; when it comes to playing safe in this career. With frenzied schedules, one needs to maintain a good support network out of work. Having a balanced life outside of work ensures that one can connect with clients on a human level, something very important during often-stressful periods. A good investment banker should be able to stay informed across a wide array of topics. One needs to keep up with the world of finance, politics and the economy and realize how these events connect to the advisory environment. 

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