This role has a high level of AI exposure. While some human skills are required, many tasks could be automated or replaced by new technology.
Explore all careersHow do I become a Chartered Financial Analyst?
Get qualified to work as a Chartered Financial Analyst with a course recognised across Australia. Speak to a training provider to learn more.
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Further reading
What is the Role of a Business Analyst?
14th October 2022
Career Spotlight: Accounting and Taxation Professionals
9th October 2019All chartered financial analyst courses
Chartered Financial Analyst careers
A Chartered Financial Analyst provides investment and financial advice to clients. You might work in a financial services firm, a bank, or an investment company. Chartered Financial Analysts focus on analysing financial data, assessing investment opportunities, and managing investment portfolios. You’ll prepare detailed financial reports, recommend investment strategies, and help clients achieve their financial goals.
Chartered Financial Analysts play a crucial role in financial decision-making. You’ll need to be analytical and detail-oriented, with strong mathematical and financial skills. You’ll communicate complex financial concepts clearly to clients and collaborate with other financial professionals to ensure clients' investments are managed effectively and profitably.
