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

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Answer

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Certificates

Certificate name

Concepts of Finance

Certifying Organization

Assessment of Skills and Knowledge of Business Institute

Type

Skill

Certificate name

Accredited Financial Examiner - Financial Analyst

Certifying Organization

Society of Financial Examiners

Type

Advanced

Certificate name

Certified Cryptocurrency Forensic Investigator

Certifying Organization

McAfee Institute

Type

Advanced

Financial Managers

Median Annual Income

$156,100

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

$156,100

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

Credit Analysts

Median Annual Income

$79,420

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

Personal Financial Advisors

Median Annual Income

$99,580

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

$106,090

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

Loan Officers

Median Annual Income

$69,990

Projected Job Growth

+1 %

Career Cluster(s)

Financial Services

Most Common Education Level

Bachelor's degree

Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans. Advise borrowers on financial status and payment methods. Includes mortgage loan officers and agents, collection analysts, loan servicing officers, loan underwriters, and payday loan officers.

ConventionalEnterprisingSocial

Financial Quantitative Analysts

Median Annual Income

$78,310

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

Business Intelligence Analysts

Median Annual Income

$108,020

Projected Job Growth

+36 %

Career Cluster(s)

Marketing & Sales

Most Common Education Level

Bachelor's degree

Produce financial and market intelligence by querying data repositories and generating periodic reports. Devise methods for identifying data patterns and trends in available information sources.

ConventionalInvestigativeEnterprising

Securities, Commodities, and Financial Services Sales Agents

Median Annual Income

$76,900

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

Brokerage Clerks

Median Annual Income

$60,150

Projected Job Growth

-3 %

Career Cluster(s)

Financial Services

Most Common Education Level

High school diploma or equivalent

Perform duties related to the purchase, sale, or holding of securities. Duties include writing orders for stock purchases or sales, computing transfer taxes, verifying stock transactions, accepting and delivering securities, tracking stock price fluctuations, computing equity, distributing dividends, and keeping records of daily transactions and holdings.

ConventionalEnterprising