What education is needed to become a financial planner?

Anonymous

∙ 12y ago

Updated: 3/5/2023

The main thing about going into the career of financial planner is definitely receiving your bachelor's degree. It is the best way to contend with other financial planners. You can go for a certification to become a certified financial planner. I would recommend getting an internship or trying to go into a training program.

Loraine Quigley ∙

Lvl 10

∙ 2y ago

What else can I help you with?

What is the education needed to become a financial planner?

What is needed to obtain financial planner certification?

If one wanted to become a financial planner, one must obtain the proper certification needed. One would need to obtain the Certified Financial Planner (CFP) designation.

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