Page 136 - JobsPlus - Occupational Handbook

Additionally, professional certifications such as the following are required:
• CFA (Chartered Financial Analyst)
• CEFA (Certified European Financial Analyst)
Certification through MFSA to act as Financial and Investment Advisor is also required.
For further details on specific entry requirements, it is advisable to consult the respective educational institution’s website.
Qualifications awarded by foreign bodies need to be recognised or pegged with a particular MQF Level by the MQRIC office within NCFHE.
For related training offered by other educational institutions, it is advisable to consult the list of accredited courses on the NCFHE website.
On-the-job training is typically offered by the employer.
Knowledge and skills
Investment and Financial Analysis Consultants are expected to have:
• An understanding of financial markets and market trends
• Knowledge in investments
• Knowledge of current affairs and their
possible effect on the market
• Knowledge of risk management and
compliance regulations
• Analytical and research skills
• The ability to evaluate the suitability of
investment products for various types of
investors
• The ability to evaluate and assimilate data
and report on findings
• The ability to clearly and coherently
explain financial information to clients or management
• Presentation skills
• The ability to keep client confidentiality
Transferable skills should include:
• Interpersonal skills
• Strong written communication skills in
English
• Organisational and planning skills
• Problem solving and decision making skills • Time management and multitasking skills
• The ability to work under pressure and
adhere to tight deadlines
• The ability to work independently and as part
of a team
• Leadership skills
Additional qualities
These may include:
• A high level of drive and ambition
• Accuracy
• An ability to see the bigger picture
• An inquisitive mindset
• Assertiveness
• Attention to detail
• Critical thinking skills
• Flexibility
• Honesty
• Trustworthiness
Related career opportunities
• Bank Manager
• Economic and Financial Analysis Manager
• Financial and Investment Advisor
• Investment Banker
• Investment Manager
• Investment Services Officer
• Trade Broker
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