Financial Advisors and Math

Tortfeasor
Sat, 10 Jul 2010 19:00:43 +0000

It depends on the services you provide. Basic math and a little algebra to pass the test is about it. If you’re into research, portfolio management Your talking algebra and statistics. Trading and fund management you’re probably getting into calculus. You should really understand the products you sell and advise on so you should have some calculus in your background and some statistics. If you sell only mutual funds or annuities pre-packaged by another investment adviser you just need to know how to walk and chew gum.

How they use it is more complicated try: [Let me google that for you](http://lmgtfy.com/?q=finance+math)