Are you interested in a career in finance? Maybe you’re already working in a financial career but would just like to supplement your current skill set with some additional training in your field or move onto a different career path in finance. We will touch on some of the most popular choices for careers in finance and some of the training required for some of the financial fields being discussed.

Certified Financial Planner (CFP)

A certified financial planner (CFP) is qualified to assist a client in all areas of financial planning. Prior to working in this field, a CFP must meet rigorous educational requirements set by the Certified Financial Planner Board of Standards. Generally, the shortest time in which a working professional can complete the necessary training to become a certified financial planner is around two years. Prior to this training, the person must have first earned a bachelor’s degree from an accredited institution.


An advisor differs from a broker in that he or she is licensed by the Securities and Exchange Commission (SEC) to give investment advice on when and how to invest in securities. An advisor is not necessarily involved in the process of buying and selling securities, as are brokers. Successful financial advisors gain and maintain the trust of their clients, put the needs of the clients first, and develop strategies with the clients’ best interests in mind. Good advisors are also quick to remember that if a client is happy, everyone is happy.

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A broker is someone who is licensed to sell securities, including stocks, bonds, and mutual funds. If you think you might be interested in becoming a broker, it’s important to learn how to walk and talk like a knowledgeable professional. Brokers need to foster strong relationships with their clientele while constantly learning and growing in an ever-changing financial environment. As some companies grow to become large corporations, other companies go out of business. Brokers need to stay abreast of market trends to ensure they are in the position to provide the best service possible for their clients.

Tax Attorney

Tax attorneys provide a wide array of services for a diverse client base. Generally, people employ the services of a tax attorney if they are interested in sophisticated areas of tax law that require complicated advice. A tax attorney undergoes rigorous educational requirements to meet the demands of the profession, including earning a bachelor’s degree, graduating from law school, passing the bar exam, and possibly getting more advanced degrees before beginning a professional career.

There are many types of financial professionals in the marketplace. While a career in this field offers promising rewards, you’ll need to work hard and train rigorously in order to be successful in your chosen field. Don’t let the initial shock of the workload intimidate you. If you’re interested in pursuing a career in finance, do some additional research to narrow the path you would like to take. Then go for it!

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