Post job

Finance agent education requirements

Updated January 8, 2025
4 min read

There are several educational requirements to become a finance agent. Finance agents usually study business, finance, or accounting. 53% of finance agents hold a bachelor's degree, and 19% hold an associate degree. We analyzed 561 real finance agent resumes to see exactly what finance agent education sections show.

The most common colleges for finance agents are the University of Phoenix and the University of Phoenix.

There are also many online finance agent courses to help get the education required to be a finance agent.

What education do you need to become a finance agent?

What degree do you need to be a finance agent?

The most common degree for finance agents is bachelor's degree, with 53% of finance agents earning that degree. The second and third most common degree levels are associate degree degree at 19% and associate degree degree at 14%.
  • Bachelor's, 53%
  • Associate, 19%
  • High School Diploma, 14%
  • Master's, 8%
  • Other Degrees, 6%

What should I major in to become a finance agent?

You should major in business to become a finance agent. 32% of finance agents major in business. Other common majors for a finance agent include finance and accounting.

Most common colleges for finance agents

Finance agents often get their degrees at University of Phoenix, Alabama State University, and Utah Valley University. Here are the most common colleges for finance agents in the US based on their resumes.
Finance agent common collegePercentages
University of Phoenix12.96%
Alabama State University9.26%
Utah Valley University5.56%
Franklin University5.56%
University of North Texas5.56%

Best majors for finance agents

RankMajorPercentages
1Business32.2%
2Finance10.9%
3Accounting7.4%
4Criminal Justice4.8%
5Economics3.9%

Best colleges for finance agents

The best colleges for finance agents are Stanford University, Northwestern University, and University of Pennsylvania.

A finance agent with advanced education typically earns a higher salary and has access to better jobs. That's why Zippia looked into the best colleges for finance agents. We based this list on several metrics: admissions rate, retention rate, mean earnings of graduates, the ratio of working vs. non-working students ten years after admission, the average cost of attendance, and median debt for graduates who become finance agents.

1. Stanford University

Stanford, CA • Private

In-state tuition

$51,354

Enrollment

7,083

2. University of Pennsylvania

Philadelphia, PA • Private

In-state tuition

$55,584

Enrollment

10,764

3. Northwestern University

Evanston, IL • Private

In-state tuition

$54,568

Enrollment

8,451

4. Maine Maritime Academy

Castine, ME • Private

In-state tuition

$13,478

Enrollment

979

5. University of Southern California

Los Angeles, CA • Private

In-state tuition

$56,225

Enrollment

19,548

6. California State University - Bakersfield

Bakersfield, CA • Private

In-state tuition

$7,309

Enrollment

9,142

7. SUNY at Binghamton

Vestal, NY • Private

In-state tuition

$9,808

Enrollment

13,990

8. Villanova University

Villanova, PA • Private

In-state tuition

$53,308

Enrollment

6,819

9. San Diego State University

San Diego, CA • Private

In-state tuition

$7,488

Enrollment

30,018

10. Bentley University

Waltham, MA • Private

In-state tuition

$49,880

Enrollment

4,177

20 best online courses for finance agents

Advertising disclosure

1. Financial Accounting-Adjusting Entries & Financial Statement

udemy
4.6
(930)

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

2. Financial Statement Analysis

udemy
4.7
(255)

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

3. Accounting & Financial Statement Analysis: Complete Training

udemy
4.6
(16,804)

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

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

udemy
4.5
(811)

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

5. Complete Financial Modeling for Project Finance in Excel

udemy
4.6
(589)

Learn Financial Modeling for Project Finance and Infrastructure Valuation ( DCF and IRR )...

6. Financial Modelling, Financial Planning and DCF Valuation

udemy
4.4
(542)

How to create a startup or existing company financial model from scratch and carry out the DCF Valuation...

7. Financial Statement Analysis - Master the Financial Stmts!

udemy
4.6
(330)

Gain a comprehensive knowledge of the 3 financial statements and how to make them tell you a story...

8. Financial Planning Coaching Certification Holistic Coaching

udemy
4.4
(1,262)

Financial Planning Coaching Practitioner Course Graduates Prepared Professionals in Holistic Financial Planning Coaching...

9. Financial Statement Analysis - Ratio Analysis

udemy
4.3
(1,189)

Master the Art of Financial Statement Analysis: Unlocking Insights through Vertical, Horizontal, and Ratio Analysis...

10. Financial Analysis and Financial Modeling using MS Excel

udemy
4.3
(3,724)

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

11. Financial Statements Analysis for absolute beginners

udemy
4.3
(314)

Understand Financial Statements and Analyze Financial Statements for Business and Financial Analysis...

12. Financial Planning & Analysis: Building a Company's Budget

udemy
4.6
(8,605)

Learn the Fundamentals of Financial Planning and Position Your Career for Success!...

13. Financial Modeling in Excel: Masterclass w/ Financial basics

udemy
4.2
(798)

Financial Modeling in Excel - Master the art, covering all the Financial and Accounting basics for Financial Modeling...

14. Audit - Financial Statement

udemy
4.4
(2,545)

Master the Art of Auditing Financial Statements: In-Depth Analysis, Techniques, and Real-World Case Studies...

15. Financial Statement Auditing Cycles

udemy
4.3
(251)

In this course, we learn how public accountants plan and execute an audit...

16. ACCA: FA (F3) Financial Accounting

udemy
4.5
(1,302)

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

17. Financial Modeling Bootcamp: Model all 3 Financial Stmts

udemy
4.7
(310)

Learn to build and forecast all 3 financial statements from scratch. Become a financial modeling rockstar!...

18. Finance Training for Financial Analysts

udemy
4.3
(1,149)

The comprehensive course in Excel, Accounting, Financial Analysis, Forecasting, Business Valuation and Power Point...

19. Company Valuation & Financial Modeling

udemy
4.6
(3,485)

Learn comprehensive financial modeling, forecasting and business valuation techniques for Finance professionals...

20. Principles of Financial Accounting

udemy
4.5
(875)

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

Top 10 most affordable universities for finance agents

The most affordable schools for finance agents are SUNY Farmingdale, california state university - bakersfield, and baruch college of the city university of new york.

If the best universities for finance agents are out of your price range, check out these affordable schools. After factoring in in-state tuition and fees, the average cost of attendance, admissions rate, average net price, and mean earnings after six years, we found that these are the most affordable schools for finance agents.

1. SUNY Farmingdale

Farmingdale, NY • Private

In-state tuition

$8,306

Cost of attendance

16,091

2. California State University - Bakersfield

Bakersfield, CA • Private

In-state tuition

$7,309

Cost of attendance

16,714

3. Baruch College of the City University of New York

New York, NY • Private

In-state tuition

$7,262

Cost of attendance

14,046

4. California State University - Dominguez Hills

Carson, CA • Private

In-state tuition

$6,942

Cost of attendance

14,469

5. Brooklyn College of the City University of New York

Brooklyn, NY • Private

In-state tuition

$7,240

Cost of attendance

13,991

6. Brigham Young University

Provo, UT • Private

In-state tuition

$5,620

Cost of attendance

18,136

7. SUNY Polytechnic Institute

Utica, NY • Private

In-state tuition

$8,238

Cost of attendance

21,567

8. USF Sarasota-Manatee

Sarasota, FL • Private

In-state tuition

$5,587

Cost of attendance

13,043

9. San Diego State University

San Diego, CA • Private

In-state tuition

$7,488

Cost of attendance

22,990

10. Clayton State University

Morrow, GA • Private

In-state tuition

$5,419

Cost of attendance

17,697

Top 10 hardest universities to get into for finance agents

The hardest universities for finance agents to get into are Stanford University, Northwestern University, and University of Pennsylvania.

Some great schools for finance agents are hard to get into, but they also set your career up for greater success. The list below shows the most challenging universities to get into for finance agents based on an institution's admissions rates, average SAT scores accepted, median ACT scores accepted, and mean earnings of students six years after admission.

1. Stanford University

Stanford, CA • Private

Admissions rate

4%

SAT average

1,497

2. Northwestern University

Evanston, IL • Private

Admissions rate

8%

SAT average

1,508

3. University of Pennsylvania

Philadelphia, PA • Private

Admissions rate

8%

SAT average

1,492

4. Boston University

Boston, MA • Private

Admissions rate

22%

SAT average

1,420

5. New York University

New York, NY • Private

Admissions rate

20%

SAT average

1,419

6. University of Southern California

Los Angeles, CA • Private

Admissions rate

13%

SAT average

1,445

7. Villanova University

Villanova, PA • Private

Admissions rate

29%

SAT average

1,407

8. Bentley University

Waltham, MA • Private

Admissions rate

43%

SAT average

1,338

9. SUNY at Binghamton

Vestal, NY • Private

Admissions rate

40%

SAT average

1,376

10. Brandeis University

Waltham, MA • Private

Admissions rate

31%

SAT average

1,398

Top 10 easy-to-apply-to universities for finance agents

The easiest schools for finance agents to get into are Oklahoma Wesleyan University, notre dame de namur university, and holy names university.

Some schools are much easier to get into. If you want to start your career as a finance agent without much hassle, check out the list of schools where you will be accepted in no time. We compiled admissions rates, average SAT scores, average ACT scores, and average salary of students six years after graduation to uncover which were the easiest schools to get into for finance agents.

1. Oklahoma Wesleyan University

Bartlesville, OK • Private

Admissions rate

68%

SAT average

964

2. Notre Dame de Namur University

Belmont, CA • Private

Admissions rate

82%

SAT average

983

3. Holy Names University

Oakland, CA • Private

Admissions rate

70%

SAT average

849

4. Notre Dame College

Cleveland, OH • Private

Admissions rate

90%

SAT average

994

5. LIM College

New York, NY • Private

Admissions rate

83%

SAT average

1,061

6. Nyack College

New York, NY • Private

Admissions rate

98%

SAT average

999

7. Life University

Marietta, GA • Private

Admissions rate

94%

SAT average

979

8. D'Youville College

Buffalo, NY • Private

Admissions rate

100%

SAT average

1,072

9. Presentation College

Aberdeen, SD • Private

Admissions rate

97%

SAT average

1,050

10. Oregon Institute of Technology

Klamath Falls, OR • Private

Admissions rate

96%

SAT average

1,139

Average finance agent salary by education level

According to our data, finance agents with a Master's degree earn the highest average salary, at $72,538 annually. Finance agents with a Doctorate degree earn an average annual salary of $63,716.
Finance agent education levelFinance agent salary
Master's Degree$72,538
Bachelor's Degree$54,435
Doctorate Degree$63,716

Finance agent education FAQs

Search for finance agent jobs

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.