what are the requirements to be a financial advisor?
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['customer service skills for finding out customer needs.', 'knowledge of economics and accounting for understanding financial markets and products.', 'maths knowledge for creating financial plans.', 'the ability to sell products and services.', 'excellent verbal communication skills.', 'active listening skills.']
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The minimum education requirement for financial managers is a bachelor's degree in finance, business administration or accounting. Other educational majors may be acceptable if they involve finance, business or management.
238543
["Complete a higher school certificate or equivalent or gain 2 or more years' experience in a customer service environment (cash handling and working with computers are key skills you'll need experience with).", 'Optionally, obtain a Certificate IV in Financial Services (FNS41815).']
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What qualifications are most useful for financial advisers? The Level 4 Diploma of Financial Planning remains the benchmark qualification for the industry, but there are a number of other standards that advisers can take.
1287264
The minimum educational requirement for financial advisors—also known as financial consultants or counselors—is a bachelor's degree, typically in finance, accounting, business, economics, statistics or a similar field.
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To do this, you'll need to study for a level 4 qualification in financial advice recognised by the Financial Conduct Authority. These include: Chartered Insurance Institute Diploma in Regulated Financial Planning.
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["A bachelor's or master's degree in accounting, finance, business, economics, statistics or a related field is expected.", 'Three or fewer years of relevant experience is typical of accountants entering a financial accounting position.']
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A financial advisor is a professional that provides expertise for clients' decisions around money matters, personal finances, and investments. Financial advisors may work as an independent agent, or may be employed by a larger financial firm. Advisors must be licensed to carry out business with clients.
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['Bachelor of Commerce (B.Com)', 'Bachelor of Laws (LLB)', 'Cost and Management Accountant (CMA)', 'Chartered Accountancy (CA)', 'Bachelor of Business Administration (BBA)', 'Company Secretary (CS)', 'Certified Financial Planner (CFP)', 'Bachelor of Economics.']
488640
['CFA (Chartered Financial Analyst)', 'CA (Chartered Accountants)', 'CS (Company Secretary)', 'CMA (Cost & Management Accountant)', 'MBA.', 'LLB (3 years)', 'MA (any special subject like Economics etc)', 'Diploma in Taxation Laws (DTL)']
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["A bachelor's degree in accounting, finance, or economics.", 'An MBA (in finance or accounting preferred)', 'A minimum of seven years of combined accounting and finance experience, with at least two years as team manager or assistant controller.']
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['Knowledge of accounting and banking practices and techniques.', 'Analytical skills.', 'Interpersonal skills and client-focused mentality.', 'Able to work with minimal or no supervision.', 'Accuracy and discretion.', 'Ability to work as part of a team.']
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['Graduate Trainee Mortgage and Financial Advisor. ... ', 'Trainee Financial Planner. ... ', 'Customer Services Advisor. ... ', 'Financial Advisor. ... ', 'Financial Advisor. ... ', 'Financial Advisor (Agriculture) ... ', 'Financial Consultant. ... ', 'New Business Team Leader (Operation Function)']
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An investment advisor should not be confused with a financial advisor, a generic title that typically refers to stockbrokers or registered representatives. Investment advisors must be registered with the SEC or a state securities regulator, depending on the value of client assets under management.
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Requirements. To attain Chartered Financial Planner status as an individual, one must study for and pass approximately 14 exams in various aspects of financial services and related subjects. Each exam offered by the Chartered Insurance Institute carries a certain number of "credits" in their qualification scheme.
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The Professional Diploma in Financial Advice is a six module level 7 qualification and is a must for all those pursuing a career in retail and business banking. It is the industry recognised, premier designation qualification, for financial advisers in retail financial services in the Republic of Ireland.
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['Approachability, and excellent interpersonal skills.', 'Superior financial acumen.', 'Honesty, reliability and trustworthiness.', 'Being able to listen to clients needs.', 'The ability to maintain objectivity at all times.']