Gaara

That's my dream job but can't decide what to major in it. Unlike Financial Analysts which require an accounting or finance degree, financial advisers aren't required to major in a specific discipline. However, I'm wondering if it's realistic to break into the field/be successful with a major that's not business (finance, accounting, logistics, etc.) or economics?

Thanks in advance!

openingdoors

What are you talking about? Analysts don't have to have degrees in accounting or finance.

chocoholic

For people to even begin to trust you to make sound financial decisions with their money, you should have a finance/business background, plus become a CPA (certified financial planner) at some point, and be associated with a well-known group.

wutangfinancial

^you really shouldn't give advice unless you know what you're talking about. You were literally wrong about everything. First, you don't need any specific degree. Second, CPA is for accountants. Third, you just need to have sales/customer service experience.

In sum, you need a BA, and 3-5 years of experience in sales/customer service. Then you can get sponsored by a firm, and they will pay for you to take courses to become a Certified Financial Planner. It takes very little intelligence to be a CFP. You just need to defraud baby boomers out of their savings by cold calling.

chocoholic

No need to be rude.

I did mean CFP, but in my haste typed in CPA. I do know the difference. As you can see I typed certified financial planner in parenthesis.

Secondly, I did not actually say you needed a specific degree.

Great advice from you, btw, about defrauding. Did you say you get drunk everyday at school in another thread?

futurenyustudent

My mom worked customer service in private wealth management at Citibank. She said the clients were...um....not the most pleasant people to deal with.

Obviously, she doesn't work there anymore; she resigned.