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best route to become financial advisor?
want to do financial planning in addition to taxes to help people in these uncertain times. want to advise, not sell. please recommend tests i need to take and firms to join.
i have 4 yr business degree, am a CPA with over 25 yrs experience. no more 20 hr tests or masters programs. no high cost.
1 Answer
- TKLv 41 decade agoFavorite Answer
the final degee in finance is CFA. to take the cfa exam you should have a background of finance and that can be achieved through following possible degrees:
MS finance
MS mathematical finance (more advance)
MS financial derivatives (most advance)
MS financial economics
MBA finance
also if you can do few courses like trade, security, planning, financial derivates etc.
best of luck
