Explore jobs
Find specific jobs
Explore careers
Explore professions
Best companies
Explore companies
Investment representative education requirements
Updated January 8, 2025
4 min read
There are several educational requirements to become an investment representative. Investment representatives usually study business, finance, or economics. 78% of investment representatives hold a bachelor's degree, and 11% hold an master's degree. We analyzed 1,952 real investment representative resumes to see exactly what investment representative education sections show.
The most common colleges for investment representatives are the Florida State University and the Florida State University.
There are also many online investment representative courses to help get the education required to be an investment representative.
There are certain investment representative certifications that you should consider. These investment representative certifications include Certified Financial Planner (CFP) and Certified Professional, Life and Health Insurance Program (CPLHI).
What education do you need to become an investment representative?
What degree do you need to be an investment representative?
- Bachelor's, 78%
- Master's, 11%
- Associate, 8%
- Diploma, 1%
- Other Degrees, 2%
What should I major in to become an investment representative?
Most common colleges for investment representatives
| Investment representative common college | Percentages |
|---|---|
| Florida State University | 8.45% |
| University of Phoenix | 7.98% |
| Arizona State University | 6.10% |
| Ohio State University | 6.10% |
| University of North Texas | 5.63% |
Best majors for investment representatives
| Rank | Major | Percentages |
|---|---|---|
| 1 | Business | 33.7% |
| 2 | Finance | 19.8% |
| 3 | Economics | 6.8% |
| 4 | Marketing | 6.2% |
| 5 | Accounting | 5.9% |
Best colleges for investment representatives
The best colleges for investment representatives are Northwestern University, University of Pennsylvania, and Stanford University.
An investment representative with advanced education typically earns a higher salary and has access to better jobs. That's why Zippia looked into the best colleges for investment representatives. 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 investment representatives.
1. University of Pennsylvania
Philadelphia, PA • Private
In-state tuition
$55,584
Enrollment
10,764
2. Northwestern University
Evanston, IL • Private
In-state tuition
$54,568
Enrollment
8,451
3. University of Southern California
Los Angeles, CA • Private
In-state tuition
$56,225
Enrollment
19,548
4. SUNY at Binghamton
Vestal, NY • Private
In-state tuition
$9,808
Enrollment
13,990
5. Villanova University
Villanova, PA • Private
In-state tuition
$53,308
Enrollment
6,819
6. San Diego State University
San Diego, CA • Private
In-state tuition
$7,488
Enrollment
30,018
7. Bentley University
Waltham, MA • Private
In-state tuition
$49,880
Enrollment
4,177
8. Boston University
Boston, MA • Private
In-state tuition
$53,948
Enrollment
17,238
9. SUNY Stony Brook
Stony Brook, NY • Private
In-state tuition
$9,625
Enrollment
17,407
10. New York University
New York, NY • Private
In-state tuition
$51,828
Enrollment
26,339
20 best online courses for investment representatives
Advertising disclosure
1. Value Investing: The Complete Financial Statement Analysis
Value Investing Mastery - How to Perform Financial Statement Analysis & Financial Ratio Analysis to Find Great Stocks...
2. Investment Banking: The Complete Financial Ratio Analysis
Investment Banking For Investors & Financial Analysts - How to Perform Financial Statement Analysis & Company Valuation...
3. The Advanced Real Estate Financial Modeling Bootcamp
The Complete Guide To Advanced Real Estate Financial Modeling For Real Estate Investment Professionals...
4. How to Read Financial Statements: Build Financial Literacy.
Read financial statements and speak the language of business without the drudgery of a traditional accounting course...
5. Financial Statements: Balance Sheet, Income Stmt, Cash Flow
How To Quickly Read & Understand The Big 3 Financial Statements: Balance Sheet, Income Statement, Cash Flow Statement...
6. Financial Statement Analysis
Learn how to make understanding financial statements your superpower!...
7. The Complete Financial Analyst Training & Investing Course
Succeed as a Financial Analyst &Investor by Award Winning MBA Prof who worked @Goldman, in Hedge Funds & Venture Capital...
8. Accounting & Financial Statement Analysis: Complete Training
Accounting & Financial Ratio Analysis made easy. Learn important accounting skills that will get your foot in the door!...
9. Financial Accounting-Adjusting Entries & Financial Statement
Master Adjusting Entries & Financial Statements: A Comprehensive Guide for Accurate Accounting and Reporting...
10. The Real Estate Financial Modeling Bootcamp
The Complete A to Z Guide to Modeling Real Estate Transactions in Microsoft Excel For Smarter Real Estate Investing...
11. The Real Estate Financial Modeling Interview Exam Guide
How To Ace Your Real Estate Financial Modeling Interview Exam For Real Estate Investing Careers...
12. Comprehensive Guide to Financial Markets, Investing &Trading
A comprehensive (advanced) introduction to global financial markets, investing and trading in all financial assets...
13. Accounting basics, create financial statements easily
Discover, develop, practice your financial information and explore the world of accounting...
14. Financial Accounting-Depreciation Calculation & Fixed Assets
Optimizing Asset Management: Comprehensive Guide to Property, Plant, and Equipment Accounting...
15. Financial Planning Coaching Certification Holistic Coaching
Financial Planning Coaching Practitioner Course Graduates Prepared Professionals in Holistic Financial Planning Coaching...
16. Audit - Financial Statement
Master the Art of Auditing Financial Statements: In-Depth Analysis, Techniques, and Real-World Case Studies...
17. Investment Analysis & Portfolio Management with Python
Financial Analysis Done Right - Rigorously Analyse Investments & Manage Portfolios using Python for Finance / Investing...
18. Investment Analysis & Portfolio Management - Core Finance
Financial Analysis Done Right - Rigorously Analyse Investments & Manage Portfolios using Excel® & Google Sheets...
19. Financial Modelling, Financial Planning and DCF Valuation
How to create a startup or existing company financial model from scratch and carry out the DCF Valuation...
20. Financial Statement Analysis - Master the Financial Stmts!
Gain a comprehensive knowledge of the 3 financial statements and how to make them tell you a story...
Top 10 most affordable universities for investment representatives
The most affordable schools for investment representatives are Baruch College of the City University of New York, suny farmingdale, and usf sarasota-manatee.
If the best universities for investment representatives 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 investment representatives.
1. Baruch College of the City University of New York
New York, NY • Private
In-state tuition
$7,262
Cost of attendance
14,046
2. SUNY Farmingdale
Farmingdale, NY • Private
In-state tuition
$8,306
Cost of attendance
16,091
3. USF Sarasota-Manatee
Sarasota, FL • Private
In-state tuition
$5,587
Cost of attendance
13,043
4. Brooklyn College of the City University of New York
Brooklyn, NY • Private
In-state tuition
$7,240
Cost of attendance
13,991
5. California State University - Dominguez Hills
Carson, CA • Private
In-state tuition
$6,942
Cost of attendance
14,469
6. Brigham Young University
Provo, UT • Private
In-state tuition
$5,620
Cost of attendance
18,136
7. California State University - Bakersfield
Bakersfield, CA • Private
In-state tuition
$7,309
Cost of attendance
16,714
8. University of Florida
Gainesville, FL • Private
In-state tuition
$6,381
Cost of attendance
21,034
9. Florida International University
Miami, FL • Private
In-state tuition
$6,556
Cost of attendance
19,434
10. University of Puerto Rico - Mayaguez
Mayaguez, PR • Private
In-state tuition
$4,094
Cost of attendance
14,302
Top 10 hardest universities to get into for investment representatives
The hardest universities for investment representatives to get into are Northwestern University, University of Pennsylvania, and Stanford University.
Some great schools for investment representatives 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 investment representatives 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. Northwestern University
Evanston, IL • Private
Admissions rate
8%
SAT average
1,508
2. University of Pennsylvania
Philadelphia, PA • Private
Admissions rate
8%
SAT average
1,492
3. Stanford University
Stanford, CA • Private
Admissions rate
4%
SAT average
1,497
4. University of Southern California
Los Angeles, CA • Private
Admissions rate
13%
SAT average
1,445
5. Boston University
Boston, MA • Private
Admissions rate
22%
SAT average
1,420
6. New York University
New York, NY • Private
Admissions rate
20%
SAT average
1,419
7. Villanova University
Villanova, PA • Private
Admissions rate
29%
SAT average
1,407
8. Vanderbilt University
Nashville, TN • Private
Admissions rate
10%
SAT average
1,514
9. Bentley University
Waltham, MA • Private
Admissions rate
43%
SAT average
1,338
10. George Washington University, The
Washington, DC • Private
Admissions rate
42%
SAT average
1,380
Top 10 easy-to-apply-to universities for investment representatives
The easiest schools for investment representatives to get into are Oklahoma Wesleyan University, holy names university, and barry university.
Some schools are much easier to get into. If you want to start your career as an investment representative 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 investment representatives.
1. Oklahoma Wesleyan University
Bartlesville, OK • Private
Admissions rate
68%
SAT average
964
2. Holy Names University
Oakland, CA • Private
Admissions rate
70%
SAT average
849
3. Barry University
Miami, FL • Private
Admissions rate
91%
SAT average
1,006
4. Notre Dame College
Cleveland, OH • Private
Admissions rate
90%
SAT average
994
5. University of North Texas at Dallas
Dallas, TX • Private
Admissions rate
83%
SAT average
992
6. La Roche College
Pittsburgh, PA • Private
Admissions rate
99%
SAT average
1,008
7. Holy Family University
Philadelphia, PA • Private
Admissions rate
72%
SAT average
1,017
8. Saint Joseph's College of Maine
Standish, ME • Private
Admissions rate
84%
SAT average
1,069
9. Ottawa University
Ottawa, KS • Private
Admissions rate
78%
SAT average
1,024
10. LIM College
New York, NY • Private
Admissions rate
83%
SAT average
1,061
Average investment representative salary by education level
| Investment representative education level | Investment representative salary |
|---|---|
| Master's Degree | $82,632 |
| Bachelor's Degree | $65,275 |
| Doctorate Degree | $74,284 |
Investment representative education FAQs
Have more questions? See all answers to common sales questions.
Search for investment representative jobs
Updated January 8, 2025
Updated January 8, 2025