Do you want to be a financial market professional? Discover 5 certifications that will help you on this journey
In recent years the financial market has grown considerably and, even with different professions within this universe, spaces have increasingly fought over. In addition to basic knowledge, interested parties need mandatory certifications to obtain the necessary skills. In Brazil, for example, it is Anbima (Brazilian Association of Financial and Capital Market Entities) that qualifies professionals for the area.
According to Lucas Silva, founder of edtech Certifications of Professor Lucas Silva. these qualifications serve as proof that the professional is capable of working in a specific area.
“The logic of financial certifications is similar to that of the CNH (National Driving Licence). Even if I know how to drive, I need a document proving my aptitude for this activity, ”she explains.
For professionals who want to work in bank branches or service platforms, for example, an initial test (CPA-10 and CPA-20) is required. Both are recommended to those who are at the beginning of their career and to those who aim to operate in the distribution of investment products, both more complete and specific in the retail and high-income segments, private, corporate and institutional investors.
The professor has listed 5 courses that can help you on this journey. Look down:
1. CPA-10
The Anbima series-10 professional certification, better known as CPA-10, can be defined as the gateway to this market. Basically, the training is for anyone who wants to work in banks or other financial institutions, making this training extremely important for the candidate to be able to market and sell investment products directly to the public.
To win, you must take a test with 50 questions and get at least 70% correct answers. With the qualification, the professional will be able to perform the following functions: commercial clerk, commercial agent, services and solutions agent, assistant bank manager, bank teller, treasury and finance co-ordinator.
two. CPA-20
In order to generate more security for the market through the evolution of professionals in the area, the CPA-20 allows the qualified person to trade investment products. The main target is aimed at high income, individual, corporate and institutional investors.
With it, it is possible to carry out activities directly with the public or on service platforms and bank branches. To obtain this certification it is also necessary to take a slightly more complex test, as it has 60 questions and to pass it it is necessary to answer correctly at least 42 questions.
3. CEA
The Anbima Investment Specialist Certification, known as CEA, is aimed at those who wish to operate with advice and indication of investment products. Among them are: CDB, bonds, funds, fixed income, direct treasury, among others. Qualify investment specialists to act more strategically.
To obtain this qualification, the candidate must take a test with approximately 70 questions and obtain at least 49. With it, you will be able to work in financial institutions, bank branches and high income, private and corporate segments. Also, being above the CPA-10 and CPA-20, the professional who has this qualification is able to perform the role of the other two.
4. PCP
In addition to being among the best certifications, the CFP can transform the student into a financial planner. This includes what is most important beyond money: the relationship with customers. The goal is to train professionals to have a higher level of knowledge, regardless of the service or product offered.
To earn it and stand out in the market, you must meet certain requirements, such as having completed your high school education (with a course approved by the MEC) and having professional experience as a financial advisor for at least 5 years (demonstrated), and finally, obtain the signature of the Planejar Code of Ethics and Professional Responsibility.
5. Still
The certification was developed with the intention of improving the marketplace, as well as qualifying and validating those who wish to work in the stock market. This authentication generates a lot of autonomy, as with it it is possible to provide financial indications without having a link with banks, intermediaries and other institutions.
It also allows professionals to win over their clients, without the need for a third party. The Ancord exam contains 80 questions to pass and you must answer 70% of the questions correctly.
According to Lucas Silva, these certifications give a boost to the world of finance, as well as help specialists increase their level of expertise in certain segments.
“The financial market requires prepared and trained professionals. Knowledge is therefore the best way for those who want to stand out in this area”, concludes the professor.
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Source: Terra
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