Hi,
I’m currently working as an Underwriter (Mortgage & Commercial loans) in a Bank and would like to switch to Financial Analysis (FP&A roles). Could you recommend some courses/certifications other than CPA which will help me transition to this role? Thanks.

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Certified Financial Analysit, American College

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FMVA

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I’m considering this. Thanks.

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Why do you want to switch from UW to an Analyst? What is the benefit? isn't UW gets paid more?

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@ Senior Mortgage Underwriter- I completely agree with you. I’ve already got an MBA and commercial underwriting does include financial statement analysis but I feel getting a certification will boost my confidence to get into the FA world since I’m kind of a “fresher” in this field.

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Contact me if you can help my company aquire a loan

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(337) 334-1159 Consulting Ninjas. NinjasInc

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