How Do I Get Started As A Financial Advisor?

Becoming a Certified Financial Planner requires at least a bachelor’s degree from an accredited university, as well as college coursework from a program that is registered with the CFP Board.

You’ll also need at least 6,000 hours of professional financial planning experience (or 4,000 hours as an Apprentice).

How long does it take to become a financial advisor?

To become a Certified Financial Planner, one must hold a bachelor’s degree, complete a CFB Board-registered course of study, gain three years of experience as a financial advisor, and pass a certification exam. How long does it take to become a financial advisor?

What does it take to be a financial advisor?

A bachelor’s degree is required for a career as a financial advisor. Majors in finance, economics, business, statistics or similar fields are acceptable. Financial advisors can be generalists, or they may specialize in one of several areas, including retirement, taxes, estate planning, or insurance and risk management.

Is financial advisor a good career?

Taking on the role of a financial advisor provides a range of opportunities not widely available in many career fields. In addition to offering valuable advice to clients, successful financial advisors have virtually unlimited earning potential, flexibility in work schedule, and control over their practice.

Do you need a license to be a financial advisor?

While financial advisors do not have to be licensed to provide advice, they are generally required to have various securities licenses to sell investment products.