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How long does it take to become a financial advisor?

By Zippia Team - Oct. 27, 2021

It takes between five and seven years to become a financial advisor. This role requires a bachelor's degree in finance or economics and all the necessary industry licenses and certifications.

Where you work and the level of services you provide clients will determine which licenses and certifications you need to become a financial advisor.

Some common required certifications and licenses include the following:

  • Securities Industry Essentials exam

  • Series 6: Investment Company and Variable Contracts Products Representative Qualification Examination (IR)

  • Series 7: General Securities Representative Qualification Examination (GS)

  • Series 63: Uniform Securities State Law Examination

  • Series 65: Uniform Investment Adviser Law Examination

  • Series 66: Uniform Combined State Law Examination

Often, a person's first job will be a junior position, even with these needed qualifications. The employer you start with should provide in-depth, on-the-job training, often under a senior employee, to help the new financial advisor understand the various nuances of the role that can only be learned by doing the job.

How long does it take to become a financial advisor?

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