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How Do You Become An Investment Consultant?

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How Do You Become An Investment Consultant?

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While it is common for an investment consultant to be thought of as someone who plans personal finance strategies or serves as a money manager, it is actually a position with a more supervisory role. You can become an investment consultant through college training, professional accreditation and acquisition of practical experience. Get the Education Step 1 Earn your bachelor’s degree, preferably in finance, business or economics. Learn as much as you can about personal and corporate investing, and supplement your education by following the investment markets in your spare time. Pay particular attention to mutual funds and personal investing. Step 2 Choose a specific professional investment field that you want to practice at the entry level. To become an investment consultant, you’ll have to work your way up. Since the position entails selecting and supervising both money managers and financial planners, it’s best to gain experience working as one or the other. Step 3 Find a professiona

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