What is the best way to become a financial planner? What is the minium education required?
I'm interested in pursuing a career in this field and just finished four years in the military. I'm 23 and want to get my foot in the door and at least have an entry level job with a financial company and work my way up. Any advice?
Asked By: tyler1392 - 2/8/2008
Best Answer - Chosen by Asker
you'll likely want a college degree although it might not be strictly necessary... More
Answered By: Spock (rhp) - 2/8/2008
Additional Answers (4)
MBA in Finance.. you have to be able to tell the heavy hitters where you invest. IF you are not an investor yourself don't expect to be taken seriously.
Answered By: ready2go67 - 2/8/2008
You have to have a high school degree. Some college is good. You then have to pass the Series 7 and 66 tests. From there the College of Financial planning coordinates the CFP or AAMS designations.
Answered By: junglecat - 2/8/2008
Many are increasingly requiring college degree nowadays. You will want to check out the CFP. Series 7 and 66 will be needed but you will need to already be employed by a financial firm in order to get the sponsorship to take the exams... More
Answered By: Bennie - 2/10/2008
Well getting a degree in business finance would be a good start. Also working in a bank would also be a good entry level job. Eventually you will probably need to get a MBA in finance and/or your CFA (certified financial analyst) or CFP (certified financial professional)
Answered By: Jay - 2/10/2008
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