What education do financial advisors need?

Financial advisors often hold degrees in finance, accounting or another business specialization. Financial advisors who don’t have bachelor’s degrees in business-related fields may need to pursue a master’s degree or an MBA to get the education they need. Some certifications may also provide the necessary education.

Is a financial advisor a good career?

A financial advising business is more profitable the more assets you have, so attracting new clients is key for the firm’s success. Becoming a financial advisor will require formal education and training, but it can lead to a very rewarding career.

How do I become a CFP® Certified Financial Advisor?

To diversify the financial planning workforce, the CFP Board Center for Financial Planning offers scholarships for coursework and for the CFP® exam. The CFP® certification process is known as the 4E's: Education, Exam, Experience & Ethics. Together, they prepare you to become a competent, ethical financial advisor.