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Freelance Financial Analyst

What Is a Freelance Financial Analyst and How to Become One

What Is a Freelance Financial Analyst and How to Become One Image

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What Does a Freelance Financial Analyst Do?

As a freelance financial analyst, you typically work from home to recommend portfolios and individual investments, evaluate historical and current financial data, and study business and economic trends. Other duties and responsibilities may include determining a company’s value by examining its financial statements, assessing the management team’s strength, and preparing written reports or a contract for services. You work with an organization or an individual account to help your client or a business to make better financial decisions. You can work in a variety of industries, such as major corporations, finance companies, banks, securities firms, and insurance companies.

How to Become a Freelance Financial Analyst

The qualifications to become a freelance financial analyst vary, but you typically need at least a bachelor’s degree in accounting, statistics, engineering, finance, or mathematics. Some employers prefer you to have at least a master’s degree in a field such as business administration, accounting, or finance. It’s recommended to take courses in statistics, economics, business, accounting, and financial analysis. You may be required to obtain a license if you work in the securities industry. Computer, math, and communication skills are necessary for this freelance role. You must also be analytical and able to make decisions efficiently while managing your time. You can pursue the Chartered Financial Analyst certification to make yourself more marketable.

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