Wed, January 8, 2025
Tue, January 7, 2025
[ Tue, Jan 07th ] - CIO
Battle bots: RPA and agentic AI
Mon, January 6, 2025
Sun, January 5, 2025
Sat, January 4, 2025
Fri, January 3, 2025
Thu, January 2, 2025
Wed, January 1, 2025
Tue, December 31, 2024
[ Tue, Dec 31st 2024 ] - Salon
5 thought-provoking books of 2024
Mon, December 30, 2024
Sun, December 29, 2024
Sat, December 28, 2024
Fri, December 27, 2024
[ Fri, Dec 27th 2024 ] - AOL
Working for Sean Combs
Thu, December 26, 2024

How to become a financial advisor: 4 steps to a life-long career


//business-finance.news-articles.net/content/202 .. ncial-advisor-4-steps-to-a-life-long-career.html
Published in Business and Finance on Thursday, January 2nd 2025 at 11:20 GMT by Fortune   Print publication without navigation

  • AI fears are not impacting the need for financial advisors, a career that can easily earn over $100k.

The article from Fortune outlines the steps and considerations for becoming a financial advisor. It emphasizes the importance of understanding the role, which involves helping clients manage their finances, investments, and planning for future financial goals. Key steps include obtaining relevant education, typically a bachelor's degree in finance, economics, or a related field, though not always mandatory. Certification or licensing is crucial, with options like the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designations being highly regarded. The article also discusses the necessity of gaining practical experience, often through internships or entry-level positions in financial services. Networking is highlighted as essential for building a client base. Additionally, the piece covers the ongoing need for continuing education to stay updated with financial regulations and products. Finally, it touches on the personal attributes beneficial for success in this field, such as strong interpersonal skills, integrity, and a passion for finance.

Read the Full Fortune Article at:
[ https://fortune.com/education/careers/how-to-become-a-financial-advisor/ ]

Publication Contributing Sources