Learn about skills needed and the recommended action plan for the following career paths.
Skills Needed
- a balanced understanding of both accounting and finance
- interpersonal skills
- attention to detail
- problem-solving skills
- intimate understanding of financial statements and the use of a pro forma
- Excel skills
- team focus
Recommended Action Plan at Penn State World Campus
- finance major with a dual major in accounting OR finance major with ACCTG 310 or ACCTG 405 as a supporting course or elective
- join the Financial Management Association
- join the Business Analytics Team (BAT)
Skills Needed
- interpersonal skills (including strong listening skills)
- attention to detail
- problem-solving skills
- entrepreneurial mindset
- ability to always put the client’s needs first
- ability to network
- ability to conduct research on options to meet a client’s needs
- CFP® credential is highly recommended
Recommended Action Plan at Penn State World Campus
Skills Needed
- interpersonal skills
- attention to detail
- problem-solving skills
- strong analytical and quantitative skills
- technology ability (applied to many different software packages)
- understanding of how to use the Bloomberg Terminal
- ability to use data to make decisions
- the CFA® designation is the gold standard in this field
Recommended Action Plan at Penn State World Campus
The CFA Institute just released a new tool to help students explore career options in the wide world of financial analysis.
Skills Needed
- risk management and risk assessment
- internal controls
- corporate compliance
- corporate governance
- information systems security
- technical, decision-making, judgment
- execution
- financial acumen
- problem-solving skills
- analytical and numerical skills
- computer programming, other quantitative skills (especially C++)
- the GARP designation is the gold standard in this field, with the PRM™ designation becoming more popular
Recommended Action Plan at Penn State World Campus
Potential Employers
- major financial institutions, including insurance companies
- hedge funds and trading firms, especially derivatives
- corporate finance and risk management departments
- government regulatory agencies (e.g., SEC)
- self-regulatory agencies (e.g., FINRA)
- securities exchanges
- consulting firms
Your Program
Your Program
Tip:
for quick access to your program every time you visit the site, please enable cookies and local storage for student.worldcampus.psu.edu.