Financial Advisor Degree

Do you need a degree to be a financial advisor?

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Perhaps you have heard of a personal financial advisor degree, but you don’t know what it is? Or, maybe you are wondering what you would do as a personal financial advisor? Well, if you choose this career path, then you would work with clients to help them manage their money. Also, you would help them with their assets. You would work face to face with individuals. And, you would help them do their taxes. You would also help them analyze potential risks in their investments. Plus, you would do research. This is so you can discuss investment opportunities with your clients. You would talk to them about stocks and bonds. And, ultimately, you would help put people on a track toward a comfortable retirement. Or, you could help them to facilitate a higher standard of living.

Are you interested in earning your online personal financial advisor degree? Well, if you are, know you have choices. For example, you can set a flexible schedule for  yourself. You can arrange your periods of study and classwork around your current responsibilities. In fact, if you take courses online, it may give you the chance to pursue your new career more easily. This is because you can take your courses without the time consuming commute. This will allow you to work at your own pace. Whatever program you choose, you can be sure your courses will teach you the basic techniques employed by financial advisors. You will be confident you have learned the most necessary skills your employers may require.


Here are some things you should consider when you are choosing an online personal financial advisor program:

  • As a personal financial advisor, you are primarily employed by financial and insurance companies. You may also travel and teach conferences to attract clients. However, you will generally work in offices.
  • The professional experience you need will depend on your specific responsibilities. As a personal financial advisor, you will typically need a license. You could also need certifications to practice. You can find this information according to the U.S. Bureau of Labor Statistics.
  • As a personal financial advisor, you will typically need a B.S. degree in order to be hired. However, you should know that your employers do not always require a specific field of study. If you take courses in economics and accounting, it could help you, though. Also, taking courses in business, mathematics or law may help you, too.
  • Why should you get your degree? Well, getting an education may be the key to you enhancing your career. Did you  know that employers typically recognize you more if you have certifications? You could pursue a Certified Financial Planner (CFP) certification, for example. You can research the personal financial advisor degree offered by your prospective online school. Then, you can see if the coursework may prepare you for your certification exams.


Some common courses include:

Personal Finance Gain insights into how to plan a budget, manage money, and more. Topics covered could include taxes, credit, and making major purchases, like a house.

Money and Banking This course takes a journey through the complex world of banking. You could learn all about money, credit, treasuries, and more.

Investments In this course, you could learn how the stock market works – its risks and possible rewards. Study the role of the broker, types of investments, and how to manage a portfolio.

Finance Regulations and Ethics Learn the rules that govern choices about money. This course could explore how to reach goals while doing what's right.


So, do you think you are interested in a potential personal financial advisor career? Well, if you are, then there are many career paths you can choose from. The important step for you, though, first, is to pursue your online courses. That way you can get an overview of the field. So, do you need help choosing a personal financial advisor online program?  Well before you choose, and before you sign up for courses, you should study which routes you may be interested in.

You can start by asking yourself some questions. Do you want to manage large sums of money as a private banker? Do you want to manage funds as a wealth manager? Or, you can choose to work with a broader range of clients. So, you could opt to work with medium income clients, for example. Whichever direction you go into, you should know there are many options you can choose from.


As a personal financial advisor, you would work with various clients. You would help them to manage their money. You would also work with their assets. And, you could handle their taxes. Or, you could handle their investments, and more. You would work directly with clients in this role. So, you could work for big firms. Or, you could work with smaller institutions. You would wear many hats. In some cases, you could create specific plans for educational expenses. Or you could sell insurance.

Median Salary: You can see the BLS for median annual salary information

Job Growth Through 2028: 27% (Much faster than avg.)

Typical Entry Level Education: B.S. or B.A. degree


Do you like numbers? Well, as a budget analyst, you would work with them a lot. But, instead of working with specific people, as a budget analyst, you would work with specific businesses. You could also work with institutions. You would be asked to analyze their spending habits. Then, you would identify how a business uses its assets. You could work with the public. And, you could work with private institutions. You would draft budget reports for these companies. And, you would study the spending habits of the organization. Your goal is to help them spend wisely. And, you would help them plan for their future.

Median Salary: You can see the BLS for median annual salary information

Job Growth Through 2028: 6% (Slower than avg.)

Typical Entry Level Education: B.A. or B.S. degree


As a financial analyst, you could also work with public businesses. Or, you could work with private institutions. In addition, you could work with individuals. However, you would not be drafting budget reports. You would not be researching institutional spending, either. So, what would you do? Well, you would study. And you would analyze and report. You will study and recommend strategies for organizations. So, you would look at ways in which you can advise an organization to make smart investment decisions. This is so you can help them to plan for their future. You would also research how well stocks and bonds perform for the company. You would look at their other investments, too. Your role would be to analyze the ways you can increase a company’s earnings.

Median Salary: You can see the BLS for median annual salary information

Job Growth Through 2028: 16% (Faster than avg.)

Typical Entry Level Education: B.A. or B.S. degree

© Education Connection 2019. All Rights Reserved.

EducationDynamics maintains business relationships with the schools it features.

Sources for school statistics is the U.S. Department of Education’s National Center for Education Statistics.

This is an offer for educational opportunities that may lead to employment and not an offer for nor a guarantee of employment. Students should consult with a representative from the school they select to learn more about career opportunities in that field. Program outcomes vary according to each institution’s specific program curriculum.