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Career Options After CFA

Various opportunities are available in the job market after completing CFA. Get to know the career options after CFA such as Investment Banker, Risk Manager, etc. along with their salary structure and other details here.

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After completing a CFA course, candidates get a plethora of job opportunities in the financial market. The CFA course allows you to work as a Chartered Financial Analyst, Investment Manager, and Portfolio Manager. The career opportunities after CFA in the financial market are great. A career in CFA is suitable for candidates who have an interest in the financial sector. The average salary of a CFA who just started their career can be around INR 6 LPA to INR 10 LPA. 

The CFA course can be studied by candidates who have completed their bachelor’s degree. In this course, they have to appear for Level 1, 2 and 3 exams to become professional Chartered Financial Analysts (CFA). A career as a CFA will open new opportunities in portfolio management, financial analysis, risk management, investment banking and other sectors. The three levels of the exam involve fundamentals of investment tools, asset valuation, portfolio management and financial planning. Find the list of career opportunities after CFA in this article.

Best Career Options after CFA

A CFA is a professional who has completed the CFA courses and earned the certification. The program is curated so that students get a deep understanding of finance, investment analysis, portfolio management, and other related areas. As a CFA, you'll have a wide range of career opportunities in the financial industry. You can pursue roles such as portfolio manager, financial analyst, risk manager, investment banker, research analyst, and more. The CFA qualification is highly respected and can open doors to exciting and rewarding positions in finance. Find here the career options after CFA:

Job Role

Description

Skills Required

Average Salary

Portfolio Manager

  • As a Portfolio Manager, an individual has to analyse investment opportunities, manage portfolios, and make strategic investment decisions for clients.
  • They look after the fund, whether the fund is closed, open mutual fund, hedge fund, venture capital fund or exchange-traded fund.
  • The ability to originate ideas
  • Excellent research skills

INR 11 LPA

Chartered Financial Analyst

  • In India, those having the CFA certification provide an advantage in the finance industry and are highly valued by employers, leading to better job opportunities and higher paychecks. 
  • A CFA knows the financial market well and with analysis they can provide valuable insights and guidance to businesses and investors.
  • Financial analysis 
  • Investment management 
  • Asset valuation 
  • Portfolio management 
  • Risk management 
  • Ethics and professionalism 

INR 20 LPA

Risk Manager

  • Having expertise in risk management can make a Risk Manager a valuable asset in organizations, helping them navigate complex financial risks.
  • They analyse, manage and control risk-related elements of an organization to determine the potential loss. 
  • Sharp analytical mind
  • Excellent communication 
  • Negotiation
  • Excellent quantitative and numerical skills
  • Presentation abilities

INR 10.08 LPA

Investment Banker

  • Utilize your CFA knowledge to advise clients on mergers, acquisitions, and capital-raising activities, playing a crucial role in the world of investment banking.
  • Investment Bankers provide their services to startups, established organisations, or governments and get a commission in return.
  • Have good quantitative and financial skills
  • Determination, persuasiveness and communication skills
  • Ability to conduct a valuation on the spot

INR 15 LPA

Market Research Analyst

  • A Market Research Analyst collects and analyses data concerning the upcoming and ongoing demands in the market for various products from different sources to produce results, which are then presented back to a client. These analysts also make recommendations based on their conclusions.
  • Various private and public sector organisations hire these analysts along with charities and non-profit organisations. 
  • Collecting data and assimilating statistics
  • Analysing data for clients
  • Designing questionnaires
  • Managing budgets
  • Managing a team of data collectors and data input assistants

INR 10 LPA

Private Wealth Manager

  • These managers provide personalized financial planning and investment management services to individual investors and high-net-worth families.
  • As the fintech industry is growing, the role of private wealth managers has extensively increased. 
  • Business development
  • Financial planning
  • Relationship management
  • Communication skills
  • Emotional intelligence

INR 12.5 LPA

Equity Analyst

  • After getting the CFA degree, the career opportunities of an equity analyst will improve as they have a thorough understanding of financial analysis and investment management.
  • They provide advice related to investment to their customers and do financial research and analysis.
  • Financial analysis
  • Industry knowledge 
  • Research skills 
  • Good communication skills 
  • Crucial thinking 
  • Attention to detail 
  • Forecasting abilities 

INR 10 LPA

Finance Manager

  • A finance manager manages the financial activities of a company, such as accounting, financial reporting and investment management.
  • They have a greater understanding of financial analysis, risk management and investment strategy, leading to great earning potential. 
  • Financial analysis 
  • Communication
  • Budgeting 
  • Forecasting skill
  • Risk management 
  • Strategic planning 

INR 11.5 LPA

Compliance Officer

  • Compliance Officers manage a company's functions, addressing potential risks and ensuring the availability of sufficient resources, such as compliance tools.
  • These officers perform internal audits to assess how an organisation is following government rules and regulations.
  • Communication
  • Research
  • Auditing
  • Problem-solving
  • Integrity
  • Proficiency in risk assessment

INR 12 LPA

Financial Consultant

  • A Financial Consultant examines the entire financial situation of a client. This includes assets, debt, income, dependents and taxes to help clients make informed decisions.
  • They develop a financial plan so that their clients meet their financial goals. 
  • Attention to detail
  • Effective communication
  • Risk assessment

INR 10 LPA

Also Read:CFA Vs CMA: Which is Better?

Employment Areas for Career after CFA

The scope of a CFA extends to different areas and there are various firms that employ CFAs. The degree mostly focuses on the financial sector and the demand is huge in the market. Those looking for career options after CFA can check out the employment areas below:

  • Portfolio Management Firms
  • Investment Banking
  • Private Research
  • Wealth Management Firms
  • Equity Research
  • Corporate Finance Divisions
  • Credit Rating/ Analysis
  • Auditing Firms
  • Patent Firms
  • Real Estate & Construction
  • Trademark Companies
  • Non-Banking Financial Companies
  • Stock Broking Companies
  • Insurance Sector
  • Accounting/ Audit/ Tax Departments

Career Options after CFA: Salary

The career options after CFA offer impressive salary figures for different job roles in the finance industry after becoming a CFA. Find here the CFA salary:

Job Profile

Average Annual Salary ( in INR)

Portfolio Manager

10 LPA - 15 LPA

Risk Analyst/ Risk Manager

9 LPA - 16 LPA

Credit Analyst

6.8 LPA - 15 LPA

Investment Banker

7.1 LPA - 25 LPA

Finance Manager

8 LPA - 14 LPA

Valuation Analyst

10.4 LPA - 16 LPA

Market Research Analyst

8 LPA - 15 LPA

Chief Financial Officer

15 LPA - 26 LPA

Private Wealth Manager

10 LPA - 13 LPA

CFA in Union Public Service Commission

12.6 LPA - 19 LPA

CFA Manager in Public Sector Companies

13 LPA - 24 LPA

Also Read:Career Options After BBA - Jobs after BBA

Top Recruiters for Career after CFA

Are you wondering which top recruiters hire a CFA? Find here the top recruiters for individuals doing CFA given below:

  • PwC
  • KPMG
  • EY
  • Aditya Sun Life
  • Bajaj Finance
  • Deloitte
  • Credit Suisse
  • TATA Sons
  • Crisil
  • HSBC
  • The Goldman Sachs Group Inc.
  • JP Morgan and Co.
  • Emami Agrotech
  • Citigroup
  • HSBC Bank
  • Ernst & Young
  • Global Alpha

How to Become a CFA

Go through the step-by-step process to become a CFA (Chartered Financial Analyst). Here are the general steps:

  • Meet the Eligibility Requirements: To enrol in the CFA course, you need to have a bachelor's degree or be in the final year of your bachelor's degree. You also need to have relevant work experience or a combination of education and work experience.

  • Enrol in the CFA Program: Visit the official website of the CFA Institute and enrol in the CFA c. Yoourseu will need to pay the enrollment and registration fees.

  • Prepare for the Exams: The CFA course consists of three levels, and each level has its own exam. Study the CFA curriculum, which covers topics like ethics, investment tools, asset valuation, portfolio management, and more. Many candidates choose to use study materials provided by the CFA Institute or third-party providers.

  • Pass the Exams: Take the exams for each level. Level I is offered twice a year, while Level II and Level III are offered once a year. Each exam is a rigorous test of your knowledge and skills in finance and investment management.

  • Gain Relevant Work Experience: To become a CFA, you need to have at least four years of qualified work experience in investment decision-making. This experience can be gained before, during, or after completing the CFA Program.

  • Join CFA Institute: Once you have passed all three levels of the CFA Program and met the work experience requirement, you can apply for regular membership with CFA Institute. This will grant you the prestigious CFA charter.

Is CFA the Right Career Choice?

Students have by now understood that there are various career options after CFA and it is a very demanding profession. The Chartered Financial Analyst is one of the promising career options if you want to move into the finance field. It mainly offers career opportunities in fields like investment banking, asset management, equity analysis, portfolio management, and more.

It is difficult to clear the CFA exam, however, the salary package offered compensates for all the efforts that you have put in for so many years. This program enables you to enhance your knowledge and skills and grow more in your career.

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FAQs

How can a CFA candidate get jobs in the financial services industry?

Firstly, a CFA needs to have a deep understanding of finance, investment analysis, portfolio management, and other related areas. Then, they should build a strong resume and apply to companies that hire CFAs. Before appearing for the interview round, it is important to prepare yourself. 

Can a CFA work as a financial consultant?

Yes, a CFA can work as a financial consultant where they have to develop a financial plan so that their clients meet their financial goals. They also examine the entire financial situation of a client. The average salary that a financial consultant can earn is INR 10 LPA. 

 

Is CFA a good career choice for individuals?

The Chartered Financial Analyst is one of the professing career options if you want to move into the finance field. A career in CFA is most suitable for those who are interested in finance, financial planning etc. It mainly offers career opportunities in fields like investment banking, asset management, equity analysis, portfolio management, and more.

 

Which companies recruit the CFAs?

There are some top companies hiring CFAs in India and they are PwC, KPMG, EY, Aditya Sun Life, Bajaj Finance, Deloitte, Credit Suisse, TATA Sons, Crisil, HSBC, The Goldman Sachs Group Inc., Citigroup, HSBC Bank, Ernst & Young and many more. 

 

What is the work of a Chartered Financial Analyst (CFA)?

Those who have the CFA certification get an advantage in the finance industry and are highly valued by employers, leading to better job opportunities. A CFA knows the financial market well and with analysis they can provide valuable insights and guidance to businesses and investors.

 

What are the eligibility requirements to study CFA?

To enrol in the CFA course, an individual should have a bachelor's degree or be in the final year of a bachelor's degree program. Interested candidates also need to have relevant work experience or a combination of education and work experience.

 

What is the average salary of a CFA individual?

A career in CFA is suitable for candidates who have an interest in finance and the financial sector. The average salary of a CFA who just started his career can be around INR 6 LPA to INR 10 LPA. The salary will gradually increase after having 2-3 years of experience. 

Are there any opportunities for CFAs in the field of wealth management?

Yes, CFAs are highly valued in wealth management, where they provide personalized investment advice, manage client portfolios and help clients achieve their financial goals. After completing the degree, CFAs should look for jobs in the sectors they are interested in. 

 

In which areas can a CFA individual work?

A person who has completed his/ her CFA can work in various sectors. The different employment sectors are Investment Banking, Private Research, Wealth Management Firms, Equity Research, Corporate Finance Divisions, Credit Rating/ Analysis, Auditing Firms, Patent Firms, Real Estate & Construction, Trademark Companies, etc.

What are the available career options after CFA?

After completing the CFA course, the career options available for the candidates are Portfolio Manager, Chartered Financial Analyst, Risk Manager, Investment Banker, Market Research Analyst, Private Wealth Manager, Equity Analyst, Finance Manager, Compliance Officer, etc.

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