Glory- CTE
Education
Bachelor's degree or Master's degree in Accounting or Finance
Required Education:
Other Requirements:
Licensure is required for advisors who deal with securities, stocks or insurance; Voluntary financial planner certification is available
There are no official requirements for a financial advisor/financial planner most employers prefer those who have a college education.
Coursework in financial advising programs often include investing tactics, retirement planning and insurance. Students should take advanced math courses, economics, and interpersonal relationships.
Certification programs in financial advising are available for those who already have a degree. Some of these certifications are available online or through trainings seminars. Options for financial advising certificate programs can include risk management, tax planning and employee benefits.