Home » Do I NEED a COLLEGE DEGREE to Be a Financial Advisor? financial consultant

Do I NEED a COLLEGE DEGREE to Be a Financial Advisor? financial consultant

by Langsongshipin123



Do you really need a college degree to be a financial advisor or financial planner? How do you become a financial advisor without a college degree? Let’s talk about the different options for the financial advisor career path.

0:00 Do You Need a College Degree to be a Financial Advisor?
0:59 The Traditional Route with Finance background
3:52 Some college or no college
5:45 Career Changer with no Finance background

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Do I NEED a COLLEGE DEGREE to Be a Financial Advisor?
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29 comments

Dominique Henderson 13/09/2021 - 11:53 PM

⚡️ Join my FREE community and jumpstart your career in financial services! https://www.jumpstartcoachinglab.com/

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Daryl Armstrong 13/09/2021 - 11:53 PM

Hello I just want give financial advice and stock portfolio reviews what license is needed

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Marty Epstein 13/09/2021 - 11:53 PM

Hi. I’ve been an actuary for 30 years and really burning out on this profession I’ve always had enjoyed helping people and I feel like I’ve got a lot of financial skills but I don’t have the CFP degree rather I’ve got a fellowship in the actuarial society and a masters in financial engineering. What should my next move be?

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Roger 13/09/2021 - 11:53 PM

I want to start advising and teaching people part time, and helping them set up investment accounts and plan for retirement as a private business. I consider myself relatively knowledgeable in the field. I’m very passionate about investing and retirement planning. Can I do this with the SIE, 7, and 65?

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Cody Jacobs 13/09/2021 - 11:53 PM

Very well!

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Nicole Blotnicki 13/09/2021 - 11:53 PM

Thank you very much! Your video was very encouraging especially since I have college experience but my college shut down so I kept to full time working. I am a career changer and starting over

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Jocelyn Figurel 13/09/2021 - 11:53 PM

Thank you so much, Dominique! I actually didn't think it was possible to break into finance without the degree. I'm a career changer (Bachelor's in English, working in Higher Education for the last 5 years). I really want to help people succeed with money and live more fulfilling lives, but going back to school and adding on more debt does not sound appealing at all. How would I go about finding volunteer opportunities within the finance industry? Is that something I can do with a full-time job? Thank you, again! <3

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Backwardsman95 13/09/2021 - 11:53 PM

Scenario 1 but I feel like I'm changing careers for some reason

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granger hipe 13/09/2021 - 11:53 PM

I'm an IT graduate, can I be a Financial Advisor?

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BJ Patton 13/09/2021 - 11:53 PM

Great vid. Thanks! Definitely scenario 3.

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Sidervib Gaming 13/09/2021 - 11:53 PM

As someone in the 3rd category, I find myself looking into many career changes. I appreciate your take on this. I do have some college, but it was a long time ago, and I already have a crushing amount of debt that I'm not eager to add to. Glad to see there are still some degree-less options out there. If you have any extra advice, I'd love to hear it!

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Erik Hampshire 13/09/2021 - 11:53 PM

Great vid👍 Thankyou

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Josee G. 13/09/2021 - 11:53 PM

So I just graduated college 2 years ago with a history degree for teaching. Due to the pandemic I tried selling life insurance but was more interested in overall finance such as advising, analyzing, or even trading. Would it be better to go back to school for something more related like finance or economics? Or try one of the last 2 scenarios in this video? I'm 25 btw. Sorry for the long question and comment.

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stecy pierre 13/09/2021 - 11:53 PM

Hey Im new to your channel. But I’m really interested but don’t know where to start. I’m 26 years old. Is it too late for me.

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Marco Garciapareja 13/09/2021 - 11:53 PM

I am a think number 3

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Marco Garciapareja 13/09/2021 - 11:53 PM

I am 40 years old and I’m thinking study financial advisor, it’s right decision? Or is a long career

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Zachary mccutcheon 13/09/2021 - 11:53 PM

hey man haven't even finished the video yet and love your energy man! keep doing you good vibes to you brother

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Khory Montes 13/09/2021 - 11:53 PM

2-3

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Diego Santos 13/09/2021 - 11:53 PM

Scenario 2 and excited!! Ur videos have really given me a lot of hope and excitement for this industry. I want to continue my major in Business Management and look for an internship or mentor position so i can finally get my feet wet. Very excited and thank you👌🏽

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Christiana Chambers 13/09/2021 - 11:53 PM

I am actually proud to say that I do not have a college degree! I started in school as a pre-med, biology major and was not passionate about it at all. At 21, I started working at a hotel when I was offered the sales manager position and then an Assistant GM. At 25, I took a job with Bank of America as a banker and worked my way up to Branch Manager. Finally at 30, I accepted a job with Edward Jones as a financial advisor. I personally feel like I got to this position based on my work ethic and business savvy and I wear that like a badge of honor! I may get one in the future but I don’t feel like its holding me back from anything I want to do.

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Erick Rodriguez 13/09/2021 - 11:53 PM

Thanks for you videos man, I found your channel when I started looking into being a financial advisor. You are guiding me through all of this and I cant express my gratitude enough.

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Caleb 13/09/2021 - 11:53 PM

I'm currently a 16 year old Junior in highschool and know for a fact this is my dream job. I'm planning on getting a 4 year degree, is there anything I can do now to help me down the line or jumpstart my career?
Much love,
Caleb

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Joshua Payne 13/09/2021 - 11:53 PM

Just started back in school about 3 years out from a finance degree. Is there anything else I can be doing to prepare myself for being an CFP?

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Jazmin Fay 13/09/2021 - 11:53 PM

1:02 Scenario #1- the traditional route w/finance background
3:54 Scenario #2- some college or no college
5:48 Scenario #3- career changers

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Jesse Lee 13/09/2021 - 11:53 PM

I have some college credits, from a couple of years ago but am far from graduating. Now i'm planning on finishing my degree but I have a family. Currently, I'm looking at licensing or certifications. Are there any that you'd suggest for me to look at?

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Mike Heard 13/09/2021 - 11:53 PM

This guy is amazing….Why aren't more people looking into him?

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Robert Burton 13/09/2021 - 11:53 PM

I appreciate you doing this video I asked you something like this weeks ago!!!!

Thanks for all the content!!!

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John Okeeffe 13/09/2021 - 11:53 PM

Very helpful video. I was going to community college years ago, then went into the Navy (I had a child to provide for). After college I got into an Ironworkers apprenticeship. The total pay package is $82 and hour. Hard on your body, but hard to walk away. In 2010 when was bad I got my Insurance agents license, but it seemed like a very dishonest was to make a living. I have been an independent investor for many years, and would like to take the series 65. I will be retiring in 5 years, and would like to be a financial advisor. Currently with co-workers, friends, and family I'm the go-to guy to ask about investing, or go over old Ironworkers retirement plans. Any tips at starting this at 50? I just found your channel and look forward to enjoying your videos.

I think my target would be going to the union halls of the trades in my area, and working with the apprentices that will have an annuity/pension, but don't know about personal savings. Is it possible for me to earn a living doing this? They could relate to me, and I can speak to them in langue they understand. The majority of guys in my line of work are party animals, former gang members, bikers, etc. and looking to these trades as a way out. They learn a good money making skill, but most don't know how to save properly for their kids college, or retirement. Any tips please!!!

Thank you.

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DAVID MIRANDAJR 13/09/2021 - 11:53 PM

Very helpful thank you 👍🏼💯 !

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