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How many year of schooling do you need to be a financial adviser?

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Kenneth’s Answer

Hello, Ashton. I am tempted to say you need "a lifetime of learning" because the world of finance is constantly evolving. There are different types of advisers. Often, a degree, preferably for 4 or more years, and some securities or insurance licenses would get you started at an established firm. If you are really serious about advice as a career, you also want to earn at least one financial designation. A designation shows the world your commitment to the field and that you are held to a higher standard than someone just trying to sell a product.

The more you learn, the more valuable you are to your clients.

Good luck to you!
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Travis’s Answer

A 4 year degree is generally the starting point for becoming a financial advisor. This provides you with the broad knowledge that will help you as you gain a more intimate knowledge about portfolio management, asset allocation, financial planning and more. I would try and seek out an independent RIA firm for an internship or job post college and start to learn more about what goes into becoming a successful Financial Advisor. While you are doing that it gives you a great opportunity to pursue designations that will help you further your career.
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Rahul’s Answer

To become a financial adviser, one must obtain a bachelors degree at a minimum; which is post high school. This takes 4 years to complete. Majoring in finance, economics, accounting will help. Many people who choose to be a financial advisor, tend to get their MBA (Master of Business Administration) which can be done in as little as 18 months. Being able to build a life long network is important as part of being a financial adviser.
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Clay’s Answer

I agree with Casey. That said, a desire to help others vs yourself is the key to being a great adviser and also a Fiduciary to your clients. If you think about your clients satisfaction first, then the rest comes naturally.
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Casey’s Answer

At a minimum, financial advisors will hold an Associate’s degree. Most advisors will hold a Bachelor’s degree and many have Masters as well. Beyond education, many will choose to pursue professional designations.

Becoming a successful financial advisor requires your clients to trust you and view you as an authority on topics such as investments, trusts & estates, business management, retirement planning, statistical analysis, and a host of other topics. In order to build this trust having formal education on the topics is often required.
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