To work as a financial advisor, you typically need to:

• have a high school diploma or equivalent;
• have a bachelor's degree; and
• complete long-term, on-the-job training.

Education after high school

Most financial advisors have at least a bachelor's degree. Common areas of study are business, social science, or mathematics. Courses in investments, taxes, estate planning, and risk management may be helpful.

On-the-job training

Once on the job, financial advisors receive on-the-job training. During this time, you work under the supervision of a senior advisor and learn how to build a client network and develop investment portfolios. This training usually lasts for more than a year.

Financial advisors also take continuing education classes. Many groups offer workshops to keep you up to date on changes in this field. Those that work for specific financial companies may train for several months up to a year.