Financial Analyst

Assesses foundational knowledge and analytical skills across ethics, quantitative methods, economics, financial reporting, asset classes, derivatives, alternatives, and portfolio management for investment decision-making.

Assesses competence in financial reporting decisions, planning and budgeting, performance and cost management, internal controls, and technology/analytics used in management accounting.

Assesses advanced competence in strategic financial management, including analysis of financial statements, corporate finance, decision analysis, risk management, capital investment, and professional ethics.