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So you want to be a financial advisor? Your passion for finance and helping people has led you to consider becoming a financial advisor now you need to have the appropriate credentials to serve as one.

The Right Education

Typically, in order to become a financial advisor, you will need at the very least a bachelor’s degree. A degree in business, economics, or finance would be sufficient to have the right education to be a financial advisor. Having a bachelor’s degree is the bottom line to be qualified. Some financial advisors go on to further their education. Pursuing an MBA program is a viable option if you are very interested in learning more about financial planning.


If you do not have a bachelor’s degree in one of the relating fields of finance, another option is to receive a certification. A CFP or Certified Financial Planner is highly recommended for anyone interested in becoming a financial advisor. To receive this certification, you will need to pass an examination. There are plenty of schools that will help you prepare for this exam. Of course, a certification is not necessary for anyone to become a financial advisor but this will show your legitimacy to potential clients and employers.


Being a financial advisor requires you to be able to network, and network well. Starting as an advisor, you will not be handed clients to work with. You will need to run as if you are your own business. Advertise your new skills as a financial advisor to everyone especially around your local area. Utilize social platforms to get better outreach to your friends and family. Consider going out to business events and marketing yourself to people in need of services. Research getting business cards for yourself to efficiently distribute to potential customers. Although becoming an independent financial advisor is a viable option you can also consider being a financial advisor for an existing company.

Your Second Job

Some people who have become financial planners usually have had some other position where they dealt with finances. Career paths in banking or as a broker will set you up with the right skills to better prepare yourself for becoming a financial advisor. On top of the work experience and knowledge, you will gain from working in the financial sector, clients and employers alike will see that you are interested in pursuing a career in finance.