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Business & Finance

How to become a Financial Analyst

Financial analysts evaluate investments, build forecasts and models, and advise businesses or clients on financial decisions.

Qualifications

  • A degree in finance, economics, accounting or a quantitative field
  • Professional qualifications such as CFA or ACCA/CIMA are valued

Licences & registration

United KingdomRegulated activities (e.g. giving investment advice) require FCA authorisation through the employer.
United StatesSome roles require FINRA licences (e.g. Series 7/63) via the employer.
CanadaSecurities roles require provincial registration.
AustraliaFinancial advisers must meet ASIC education and registration standards.
United Arab EmiratesRegulated by SCA, DFSA or FSRA depending on location.
European UnionRegulated under MiFID II for investment roles.

Key skills

  • Financial modelling
  • Excel and data tools
  • Accounting knowledge
  • Presentation
  • Commercial awareness

Experience

Graduate analyst programmes are common entry points.

Indicative pay

Pay figures retrieved 2026-10-29 from the cited official sources; they are averages/estimates, not offers.

Working in this job abroad: visa notes

United Kingdom

Graduate-level roles are often ‘higher skilled’ and may qualify for the Skilled Worker visa with a licensed sponsor, provided the salary meets the general threshold (£41,700 at the time of writing) or the occupation’s going rate, whichever is higher. Exceptional talent can use the Global Talent visa.

Official sources: GOV.UK – Skilled Worker visa · GOV.UK – Skilled Worker eligible occupations · GOV.UK – Check if you need a UK visa

United States

Common routes are the H-1B (degree-level ‘specialty occupation’, subject to an annual lottery), L-1 intracompany transfers, O-1 for extraordinary ability, and TN status for Canadian and Mexican citizens in listed USMCA professions. Permanent residence is usually employer-sponsored (EB-2/EB-3).

Official sources: USCIS – H-1B specialty occupations · USCIS – Employment-based green cards · USCIS – H-2B temporary non-agricultural workers

Canada

Express Entry (Federal Skilled Worker or Canadian Experience Class) is the main permanent route; employer-specific work permits may need an LMIA, while some tech roles can use the Global Talent Stream. Provincial nominee programs target in-demand occupations.

Official sources: Canada.ca – Work in Canada · Canada.ca – Express Entry

Australia

You may need a skills assessment from the relevant body (e.g. ACS for ICT, Engineers Australia, CPA Australia/CA ANZ/IPA for accountants, VETASSESS for many others) and an occupation on the relevant skilled list. Routes include the Skills in Demand (482) visa and points-tested 189/190 visas.

Official sources: Home Affairs – Skills in Demand visa (subclass 482) · Home Affairs – Skilled occupation list · Home Affairs – Skills assessment

United Arab Emirates

Work is normally through an employer-sponsored work permit and residence visa processed via MOHRE. Degree attestation is commonly required. Highly skilled professionals meeting salary and qualification criteria may be eligible for a 10-year Golden Visa.

Official sources: u.ae – Jobs and work in the UAE · MOHRE – Ministry of Human Resources & Emiratisation · u.ae – Golden Visa

European Union

Degree-level jobs may qualify for the EU Blue Card (a recognised degree or, in some countries, equivalent experience, plus a salary threshold set by each country) or national skilled-worker permits. Rules differ between member states, so check the EU Immigration Portal for the specific country.

Official sources: EU Immigration Portal · EU Regulated Professions Database · Make it in Germany (example national portal)

This guide is general information, reviewed October 2026. Immigration rules and licensing change often — always confirm with the official sources above. Not legal advice.