Pathwise.

Qualification explorer

General guidance only — always confirm current requirements with the official awarding body.

CFA

Chartered Financial Analyst

A globally recognised investment management qualification covering ethics, financial analysis, valuation and portfolio management.

Typical candidates: Graduates and early-career professionals in investments, banking and asset management.

Level I→Level II→Level III→Work experience & charter application

Careers

Investment analyst, Portfolio analyst, Equity research analyst, Credit analyst

Industries

Asset management, Pension funds, Banking, Insurance

FRM

Financial Risk Manager

A professional certification focused on market, credit, operational and liquidity risk management.

Typical candidates: Risk, treasury and banking professionals or graduates aiming for risk roles.

Part I→Part II→Work experience & certification

Careers

Risk analyst, Market risk analyst, Operational risk analyst, Treasury analyst

Industries

Commercial banking, Central banking, Insurance, Consulting

CAIA

Chartered Alternative Investment Analyst

A qualification focused on alternative investments such as private equity, real assets, hedge funds and structured products.

Typical candidates: Professionals working with or aspiring to work in alternative asset classes.

Level I→Level II→Membership requirements

Careers

Alternative investment analyst, Private equity associate, Due diligence analyst

Industries

Private equity, Real estate, Pension funds, Family offices

ACCA

Association of Chartered Certified Accountants

A globally recognised accountancy qualification covering financial accounting, audit, tax and financial management.

Typical candidates: Accounting and finance students, auditors and professionals aiming for senior finance roles.

Applied Knowledge→Applied Skills→Strategic Professional→Practical experience & ethics module

Careers

Accountant, Auditor, Financial accountant, Finance manager

Industries

Accounting firms, Audit & assurance, Corporate finance, Public sector

CIMA

Chartered Institute of Management Accountants

A management accounting qualification focused on business partnering, performance management and financial strategy.

Typical candidates: Professionals in management accounting, controlling and commercial finance roles.

Operational level→Management level→Strategic level→Practical experience & case study

Careers

Management accountant, Financial controller, Business partner, CFO track

Industries

Manufacturing, Retail & FMCG, Telecoms, Professional services

Actuarial

Actuarial qualification (ASSA / IFoA / SOA)

Professional actuarial credentials covering probability, financial mathematics, risk modelling and the pricing of insurance and pensions.

Typical candidates: Maths, statistics and data-oriented graduates aiming for insurance, pensions or consulting.

Core technical exams→Core principles→Specialist exams→Work-based skills & fellowship

Careers

Actuarial analyst, Pricing actuary, Valuation actuary, Risk consultant

Industries

Insurance, Pensions, Consulting, Reinsurance

Degrees

University degrees — any field

Mentorship for undergraduate and postgraduate students in any discipline — from accounting, economics and finance to engineering, IT and the sciences.

Typical candidates: Current students and recent graduates who want career direction, internships and first-role advice.

Choose a field→Undergraduate study→Honours / postgraduate→Internships & first role

Careers

Analyst, Associate, Engineer, Developer, Consultant

Industries

Banking, Technology, Engineering, Government, NGOs