Investment Accounting Education Program and Career Facts

Learn about the job duties of investment accountants. Find out about education programs and certification requirements for working in the accounting field. Schools offering Finance Investments & Securities degrees can also be found in these popular choices.

What You Need to Know

As an investment accountant, you handle a company's finances, primarily with respect to internal and external ventures that may bring the organization monetary gain. Those licensed as Certified Public Accountants have an advantage in the job market.

Responsibilities Oversee accounts, seek ways to apply funds, keep records of how accounts are doing, prepare and file taxes, etc.
Education Usually requires at least a bachelor's degree in accounting
Certification Usually must be a Certified Public Accountant; varies by state; certification provides an advantage

Source: U.S. Bureau of Labor Statistics

What Would I Do as an Investment Accountant?

As an investment accountant, you may oversee existing speculations, as well as seek out new ways to apply a business's funds. Other responsibilities may involve keeping a record of how accounts are doing for a variety of expenditures and acquisitions; this may include funds associated with budgeting, payroll and retirement accounts. You may also need to prepare and file taxes annually.

Depending on the size of the division handling investment accounts, there may be lower- and higher-level roles available; for example, you may be an investment accountant assistant or an investment accountant manager. In addition to private businesses, higher education institutions also employ investment accountants.

What Skills Would Benefit Me?

Employers seek candidates with strong math, logic and communication skills. They may seek those who are self-motivated and ambitious. You should be comfortable not only in assessing investment strategies and their payouts but also comprehensively presenting those findings to other parties within a company.

What Education Do I Need?

To become an investment accountant you typically need at least a bachelor's degree in accounting, business or a similarly relevant field. Some business administration programs offer concentrations in accounting, blending both educational elements. For example, you might enroll in a Bachelor of Business Administration with a concentration in accounting program, a Bachelor of Accountancy program or a Bachelor of Science in Accounting program.

What Will I Learn?

Coursework in your degree program may depend on its area of focus. Some business administration and accounting bachelor's degree programs are available online or through hybrid formats, where portions of the curriculum can be completed via the internet. You'll likely be learning about the following topics in your degree program:

  • Auditing
  • Management principles
  • Taxes
  • Fiscal ethics
  • Computerized accounting
  • Federal tax accounting
  • Principles of finance
  • Entrepreneurship
  • Investment principles
  • Internet commerce

Is Certification Necessary?

Employers may prefer job candidates who are Certified Public Accountants (CPAs). Credentialing standards are set by your state of employment; this means that CPA stipulations vary throughout the U.S. Most states require that CPAs have at least a bachelor's degree, though you may need to complete graduate-level coursework to fulfill the number of higher-education credit hours necessary to sit for the exam in your region.

To continue researching, browse degree options below for course curriculum, prerequisites and financial aid information. Or, learn more about the subject by reading the related articles below:

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