Career Details

Investing and Wealth Management

Description

The Investing and Wealth Management industry certification exam assesses learners' knowledge of the basics of investing and finance. It covers compound interest, risk analysis, financial statements analysis, asset valuation, financial markets, stock valuations, working capital management, investment vehicles, and emerging trends in investing. Learners are also encouraged to explore the accounting and finance pathway and the many career opportunities in investing and finance management.

Certifying Organization

YouScience

Details

If significant education or training is needed? No

If significant work experience is needed? No

Is an exam required? Yes

How many years until certification must be renewed? 3 year(s)

Certification can be renewed with Continuing Education Units? No

Certification can be renewed with re-examination? Yes

Certification can be renewed with Continuing Professional Development? No

Certification can be renewed in multiple ways? No

Certificates

Certificate name

Certified Investment Management Analyst

Certifying Organization

Investments and Wealth Institute

Type

B - Advanced

Certificate name

Chartered Alternative Investment Analyst Level I

Certifying Organization

CAIA Association

Type

B - Advanced

Certificate name

Chartered Certified Asset Manager

Certifying Organization

American Academy of Financial Management

Type

B - Advanced

Related Careers

Treasurers and Controllers

Median Annual Income

$153,140

Projected Job Growth

+17 %

Career Cluster(s)

Management & Entrepreneurship

Most Common Education Level

Bachelor's degree

Direct financial activities, such as planning, procurement, and investments for all or part of an organization.

EnterprisingConventional

Financial Managers

Median Annual Income

$153,140

Projected Job Growth

+17 %

Career Cluster(s)

Management & Entrepreneurship

Most Common Education Level

Bachelor's degree

Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.

EnterprisingConventional

Financial Quantitative Analysts

Median Annual Income

$85,679

Projected Job Growth

+6 %

Career Cluster(s)

Financial Services

Most Common Education Level

Bachelor's degree

Develop quantitative techniques to inform securities investing, equities investing, pricing, or valuation of financial instruments. Develop mathematical or statistical models for risk management, asset optimization, pricing, or relative value analysis.

InvestigativeConventional

Personal Financial Advisors

Median Annual Income

$100,860

Projected Job Growth

+17 %

Career Cluster(s)

Financial Services

Most Common Education Level

Bachelor's degree

Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. May also buy and sell financial assets for clients.

EnterprisingConventionalSocial

Financial Risk Specialists

Median Annual Income

$108,658

Projected Job Growth

+8 %

Career Cluster(s)

Financial Services

Most Common Education Level

Bachelor's degree

Analyze and measure exposure to credit and market risk threatening the assets, earning capacity, or economic state of an organization. May make recommendations to limit risk.

ConventionalInvestigativeEnterprising

Financial and Investment Analysts

Median Annual Income

$97,047

Projected Job Growth

+10 %

Career Cluster(s)

Financial Services

Most Common Education Level

Bachelor's degree

Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.

ConventionalEnterprisingInvestigative

Securities, Commodities, and Financial Services Sales Agents

Median Annual Income

$77,343

Projected Job Growth

+7 %

Career Cluster(s)

Financial Services

Most Common Education Level

Bachelor's degree

Buy and sell securities or commodities in investment and trading firms, or provide financial services to businesses and individuals. May advise customers about stocks, bonds, mutual funds, commodities, and market conditions.

EnterprisingConventional

Financial Examiners

Median Annual Income

$82,368

Projected Job Growth

+21 %

Career Cluster(s)

Financial Services

Most Common Education Level

Bachelor's degree

Enforce or ensure compliance with laws and regulations governing financial and securities institutions and financial and real estate transactions. May examine, verify, or authenticate records.

ConventionalEnterprisingInvestigative

Management Analysts

Median Annual Income

$102,192

Projected Job Growth

+11 %

Career Cluster(s)

Public Service & Safety

Most Common Education Level

Bachelor's degree

Conduct organizational studies and evaluations, design systems and procedures, conduct work simplification and measurement studies, and prepare operations and procedures manuals to assist management in operating more efficiently and effectively. Includes program analysts and management consultants.

ConventionalInvestigativeEnterprising

Credit Analysts

Median Annual Income

$74,601

Projected Job Growth

-4 %

Career Cluster(s)

Financial Services

Most Common Education Level

Bachelor's degree

Analyze credit data and financial statements of individuals or firms to determine the degree of risk involved in extending credit or lending money. Prepare reports with credit information for use in decisionmaking.

ConventionalEnterprisingInvestigative

Financial Managers

Median Annual Income

Projected Job Growth

+17 %

Career Cluster(s)

Management & Entrepreneurship

Most Common Education Level

Bachelor's degree

Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.

EnterprisingConventional

Investment Fund Managers

Median Annual Income

Projected Job Growth

+17 %

Career Cluster(s)

Management & Entrepreneurship

Most Common Education Level

Bachelor's degree

Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.

EnterprisingConventionalInvestigative

Financial and Investment Analysts

Median Annual Income

Projected Job Growth

+10 %

Career Cluster(s)

Financial Services

Most Common Education Level

Bachelor's degree

Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.

ConventionalEnterprisingInvestigative

Personal Financial Advisors

Median Annual Income

Projected Job Growth

+17 %

Career Cluster(s)

Financial Services

Most Common Education Level

Bachelor's degree

EnterprisingConventionalSocial

Financial Quantitative Analysts

Median Annual Income

Projected Job Growth

+6 %

Career Cluster(s)

Financial Services

Most Common Education Level

Bachelor's degree

InvestigativeConventional

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