Client Associate Education Requirements And Courses

Client associate education requirements

Updated January 8, 2025

2 min read

Usually, client associates don't need a college education. The most common degree for client associates is bachelor's degree with 74% graduates, with only 11% client associate graduates earning associate degree. Client associates who decided to graduate from college often finish University of Phoenix or Arizona State University. Some good skills to have in this position include client service, wealth management and sales support.

Popular client associate certifications include Professional Certified Marketer (PCM), Certified Sales Professional (CSP), or Certified Financial Planner (CFP). To improve client associate qualification and skills, we prepared some online courses to help in client associate education paths.

What education do you need to become a client associate?

What degree do you need to be a client associate?

The most common degree for client associates is bachelor's degree, with 74% of client associates earning that degree. The second and third most common degree levels are associate degree degree at 11% and associate degree degree at 7%.

Bachelor's, 74%

Associate, 11%

Master's, 7%

High School Diploma, 5%

Other Degrees, 3%

What should I major in to become a client associate?

You should major in business to become a client associate. 32% of client associates major in business. Other common majors for a client associate include finance and economics.

Business, 32%

Finance, 16%

Economics, 6%

Accounting, 6%

Other Majors, 40%

Best majors for client associates

Rank	Major	Percentages
1	Business	31.6%
2	Finance	16.0%
3	Economics	6.3%
4	Accounting	5.8%
5	Communication	5.6%

Show more common client associate majors

20 best online courses for client associates

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1. Financial Accounting-Adjusting Entries & Financial Statement

4.6

(930)

Master Adjusting Entries & Financial Statements: A Comprehensive Guide for Accurate Accounting and Reporting...

2. Financial Accounting-Debits & Credits-Accounting Transaction

4.5

(781)

Masterclass: Learn Accounting Principles, Financial Statements, Transactions & More in this Comprehensive Course...

3. Financial Accounting-Depreciation Calculation & Fixed Assets

4.5

(341)

Optimizing Asset Management: Comprehensive Guide to Property, Plant, and Equipment Accounting...

4. Accounting & Financial Statement Analysis: Complete Training

4.6

(16,804)

Accounting & Financial Ratio Analysis made easy. Learn important accounting skills that will get your foot in the door!...

5. Accounting basics, create financial statements easily

4.5

(280)

Discover, develop, practice your financial information and explore the world of accounting...

6. Financial Accounting: The Complete Introductory Crash Course

4.5

(1,604)

Learn the Basics of Financial Accounting: Financial Statements, Debits and Credits, The Accounting Cycle and More!...

7. Principles of Financial Accounting

4.5

(875)

Learn the complete accounting cycle -recording business transactions to presenting the Balance Sheet & Income Statement...

8. Financial Accounting & Excel-Comprehensive Accounting Course

4.3

(736)

Comprehensive accounting course to learn the accounting cycle in a practical way and pick up critical Excel fundamentals...

9. Accounting for Corporations - Financial Accounting

4.8

(281)

Demystifying Corporate Accounting: An In-depth Exploration of Financial Transactions in Corporations...

10. Financial Statement Analysis

4.7

(255)

Learn how to make understanding financial statements your superpower!...

11. How to Read Financial Statements: Build Financial Literacy.

4.5

(811)

Read financial statements and speak the language of business without the drudgery of a traditional accounting course...

12. Value Investing: The Complete Financial Statement Analysis

4.3

(988)

Value Investing Mastery - How to Perform Financial Statement Analysis & Financial Ratio Analysis to Find Great Stocks...

13. Advanced Financial Accounting: Acquisitions & Consolidations

4.1

(703)

Acquisitions, Consolidations, and Reporting. Master complex concepts and applications...

14. Introductory Financial Accounting

4.7

(666)

Learn the basics of Accounting including: the accounting cycle, inventory, depreciation, receivables, and more!...

15. Financial Accounting-Inventory & Merchandising Transactions

4.8

(267)

Mastering Inventory Accounting: From Merchandising Transactions to Cost Flow Assumptions...

16. Partnership Accounting - Financial Accounting

4.7

(272)

Unlocking the Power of Partnership Accounting: Strategies for Effective Management and Financial Decision Making...

17. Excel Financial Modeling and Business Analysis Masterclass

4.6

(313)

Excel Financial Modelling from scratch: Financial Statements, Project Costing, Discounted Cash Flow (DCF), Accounting...

18. Financial Analysis and Financial Modeling using MS Excel

4.3

(3,724)

Perform financial analysis & financial modeling using Microsoft excel. For people who want to become a Financial Analyst...

19. ACCA: FA (F3) Financial Accounting

4.5

(1,302)

Let's get to grasps of how to perform the basics of financial accounting...

20. Financial Accounting - Closing Process

4.3

(964)

Conquering the Closing Process: A Thorough Exploration of the Final Step in Accounting...

Average client associate salary by education level

According to our data, client associates with a Master's degree earn the highest average salary, at $61,398 annually. Client associates with a Bachelor's degree earn an average annual salary of $57,057.

Client associate education level	Client associate salary
Master's Degree	$61,398
High School Diploma or Less	$45,186
Bachelor's Degree	$57,057
Some College/ Associate Degree	$48,129