What a financial analyst actually does
A realistic day involves building financial models, running valuations, updating forecasts and preparing reports for senior staff. Tools include Excel, financial calculators and data terminals. They typically report to a senior analyst or finance manager, and the work is deadline-driven around month-end closes and quarterly results.
How to become one — the qualification route
Qualification route in India
Most Financial Analyst roles require a bachelor's degree in commerce, economics or mathematics. Many aspirants follow with the Chartered Financial Analyst (CFA) programme, which is self-study but requires passing three levels. Some employers accept professional certificates in financial modelling or ESG investing as entry credentials.
| Stage | What it takes | What you can do after it |
|---|---|---|
| Degree | B.Com, B.A. Economics or B.Sc. Mathematics | Analyst trainee roles in finance teams |
| CFA Level I | Self-study; pass the exam; basic financial modelling | Junior analyst positions; articulation to Level II |
| Professional certificate | Course completion; Excel or Python for finance | Specialist roles in ESG or equity research |
Regulated professions have statutory entry requirements. Always confirm current rules with the relevant council or university before enrolling anywhere.
Skills the role runs on
Which online courses actually help
What online courses genuinely add
Online courses add practical skills — financial modelling, calculator use and ESG frameworks — on top of a degree or CFA path. They cannot replace a licensed qualification where one is required, such as the CFA charter. Human review is mandatory for regulatory claims.
| Course | Provider | Price | What it adds |
|---|---|---|---|
| The Complete Financial Analyst Course 2026 | Udemy | Free | Full financial modelling, valuation and reporting from beginner level |
| Texas Instruments BA II Financial Calculator for CFA and FRM | Udemy | Free | How to use the BA II calculator for exam-level problems |
| Sustainable Investing (ESG Investing) - For Exams in 2026 | Udemy | Free | ESG framework basics for modern analyst roles |
Courses for financial analysts
See all financial analysts courses →| Course | Provider | Rating | Price | Why pick this one |
|---|---|---|---|---|
| The Complete Financial Analyst Course 2026 | Udemy | 4.6★ | Free | Free — and still gives a certificate |
| The Complete Investment Banking Course 2026 | Udemy | 4.6★ | Free | Free — certificate included |
| Level 1 CFA® Exam Prep Bootcamp (Part 1/2) | Udemy | 4.7★ | Free | Free — certificate included |
| Texas Instruments BA II Financial Calculator for CFA and FRM | Udemy | 4.9★ | Free | Highest rated (4.9★ from 316 reviews) |
| Complete CFA Level 1 Course | Udemy | 4.6★ | Free | Free — certificate included |
| Aswini Bajaj | CFA FRM SFM EXCEL | Udemy | 0.0★ | Free | Free — certificate included |