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Private Equity Investor Relations Specialists

Certification, Licensing, and Special Requirements

Certification or Licensing

The National Investor Relations Institute awards the investor relations charter designation to applicants who meet educational and experience requirements, pass a rigorous examination, and satisfy other criteria. Visit https://www.niri.org/certification for more information. Some IR specialists earn the chartered financial analyst designation, which is administered by the CFA Institute (http://www.cfainstitute.org/programs/cfaprogram). Others are licensed as certified public accountants. The Uniform CPA Examination, which is administered by the American Institute of Certified Public Accountants, is used by all states.

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