Financial Advisor Training Requirements


Financial advisor training requirements are those skills which one must acquire along with the knowledge of the financial world in order to be able to advise clients on how to make sound investments and savings. They need to be trained in different financial instruments, strategies and the economy so that they guide their clients in making informed decisions on their money.

The basic training required for this job is a 4-year degree program and after their bachelor’s degree they can also do their master’s degree, specializing in some field so that they get more knowledge about different financial matters and can be better at their job.

What Are The Educational Requirements To Get Financial Advisor Training?

There are different types of degrees one can pursue to get the educational training required for this job and all these courses must related to the field of finance.

  • You can get a bachelor’s degree in economics, business administration, finance, accounting, financial planning, personal wealth management etc
  • This can be followed by an MBA in finance, financial planning, financial analysis, investment management, business finance etc or one can also go for many certificate programs available related to these fields
  • The subjects that one must learn about are managerial economics, the basics of finance and financial management and they are also taught about economic forecasting

What Additional Training Is Needed In Financial Advisor Training?

  • During your MBA, you will need at least 30 credit hours where you will have to tackle case studies, business law, international finance, corporate finance and leadership studies
  • Certification is required in order to become a licensed professional and for that you must take a few tests like the Series 7 exam and also pursue continuing education courses so that they can maintain their license after they get it
  • They can opt for voluntary certification at the Certified Financial Planner Board of Standards

Category: Training Requirements

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