How to Become a Financial Planner?

Are you thinking of becoming a Financial Planner or already started your career and planning the next step? Learn how to become a Financial Planner, what skills you need to succeed, how to advance your career and get promoted, and what levels of pay to expect at each step on your career path. Explore new Financial Planner job openings and options for career transitions into related roles.

Steps to Become a Financial Planner

If you're considering starting your Financial Planner career path, it's important to note the skills, qualifications, and time it takes to become a professional Financial Planner and how to advance your career path. Below are the steps generally required to begin and advance your Financial Planner career.
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1

Earn a Degree

To begin your Financial Planner career path, a Bachelor's Degree in Business or a related field is usually necessary in order to remain a competitive option for employers. Focus on industry-specific skill development during your education in order to be properly equipped when applying for entry-level positions and entering the job force. A Financial Planner internship may be required to earn your Bachelor's Degree and acquire necessary on-the-job skills before entering the workforce.
2

Choose a Specialty in Your Field

As an Financial Planner, you may be required to choose a specialty within your field. Determine which part of the Financial Planner field you feel strongest in, and continue taking active steps toward growing in your chosen Financial Planner specialty.
3

Get an Entry-Level Position as a Financial Planner

Once you've acquired a Bachelor's Degree in Business or a related field, you'll typically begin your career as an entry-level Financial Planner. In general, you can become a Financial Planner after completing your 4 year Bachelor's Degree in a related discipline. Depending on the type of Financial Planner role you’re pursuing, you may want to explore certification in certified financial planner.
4

Advance in Your Financial Planner Career

Following entry-level, there are several Financial Planner career path levels to advance into. It can take 2 years as an entry-level Financial Planner to progress to the next seniority level position. Each advanced Financial Planner position requires approximately 2 years of experience at each level to advance in your Financial Planner career path. It may be necessary to receive additional education, an advanced degree such as a Master's Degree in a related field, or special certifications in order to advance your Financial Planner career path.
5

Continued Education for Your Financial Planner Career Path

Not all industries and companies require continued education to advance your Financial Planner career path. However, earning this degree may help you advance to higher-earning positions more quickly. Earning a Graduate Degree in Business can take 4 years to complete. People that have earned their Graduate Degree typically make $111,499 compared to $42,122 for those without that type of degree.

We don't have enough career path data for Financial Planner jobs. Below are job titles that share similar skill sets.

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Financial Planner Career Path

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Related careers in the Finance & Accounting Industry

Interested in other Finance & Accounting careers? Below are occupations that have high affinity with Financial Planner skills. Discover some of the most common Financial Planner career transitions, along with skills overlap.

Financial Analyst
0% skills overlap
23% transitioned to Financial Analyst