What Degrees are Required to become a Financial Advisor?

While a degree in finance or economics provides the foundational alphabet, the most important credential is a commitment to being a student of the industry, specifically through the CFP marks. Technical knowledge makes you a credible educator. But no degree can replace the Advisor Intelligence gained from years of listening to people's stories and drawing their financial picture on the back of a napkin. The best preparation is a combination of rigorous study and genuine curiosity about people.

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