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How many years does it take to become a financial consultant?

By Zippia Team - Jan. 22, 2022

It takes between five to seven years to become a financial consultant. The path to becoming a professional financial consultant can be straightforward, or it can include a series of twists, turns, and detours depending on education and past experience.

For some, it may take seven years or more to become a certified financial consultant, which includes the time spent earning a bachelor's degree and obtaining the necessary experience to meet the certification requirements.

Financial consultants who do not seek certification can start looking for work after obtaining their bachelor's degree. For "newly-minted" graduates, it may be difficult to land a financial consultant position with prior work experience in finance.

Factors that determine whether or not someone advances as a financial consultant are the size and loyalty of their customer base. Financial consultants are promoted in their industry in large part because of their customer base. Obtaining certification or a master's degree, for example, can help attract larger clients and allow one to advance to higher positions in the company.

How many years does it take to become a financial consultant?

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