Contemplating Financial Advisor

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Feb 24, 2015 12:08 pm

Hi everyone, I just joined and have been doing research on becoming a financial advisor but cannot find straight answers to my questions. I figured I would ask professionals who have been through the process so I know if it is right for me and what I have to do. Right now I am a junior in college studying Mathematics and Adolescent Education. Being what education is right now, I am looking into just earning my Math degree and dropping the education. I have looked into financial planning because I have good problem solving skills, personal budgeting skills, and overall very good with numbers. What I am wondering is do you think it is plausible for a math major to become a financial planner and what classes I should take to help build my background knowledge for this field. I was thinking an introductory accounting course, intro to micro and macroeconomics, and then I have no idea what else. Also during my research I have been trying to find what tests or certifications help and if they are necessary for a beginner to take before trying to get a job. Thank you for any help.

Feb 24, 2015 4:52 pm

You need sales training. No one will care how smart you are if you can’t motivate them to follow your suggestions.

Good luck.