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.

How do I become a financial adviser?

To work as a financial adviser, you need at least a bachelor's degree. Although employers don't always require a specific degree, they usually prefer candidates with one of the following majors:

How do I choose a college major for a financial advisor?

When deciding on a college major, the advisor's intended area of expertise—stocks, retirement, education, taxes, insurance, real estate, or financial planning—may be relevant. For a student that is entering college with the goal of becoming a financial advisor, a strong prospect is to pursue a business degree with a concentration in finance.