How to Take Classes Online to Become a Financial Advisor

Financial advisers know how to best make financial tools for savings and investment work for their clients no matter the economic situation or forecast. They understand financial principles and use them to recommend the best actions for maximizing a client's income.

A career as a financial adviser is easily obtained online after learning some basic skills that are crucial to working in the world of finance. First, one must possess a strong interest in finance and money, and a desire to learn the inner workings of the financial market so that as a financial adviser you can thoroughly assess risks versus rewards when it comes to an investment.

Things You'll Need

  • Computer Internet access Interest in math, money and finance Customer service skills
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Instructions

  1. Become a financial advisor online

    • 1

      Obtain a college degree or certificate in accounting, finance, business or any program that incorporates all three core subject areas. Financial advisers, especially those who go into business for themselves, are expected to have a solid education to back up the expertise and advice they give to clients. You can obtain a degree online, or parlay an already existing college education by applying skills learned in communication, customer service or analysis to a financial adviser training program.

    • 2

      Search for financial adviser training programs that can be completed online. You can search for programs through Google or search distance learning CFP (certified financial planner) programs through a reputable college search website such as Petersons.com or Gradschools.com.

    • 3

      Inquire at your college's career development center for online financial adviser program resources. Your college career office can help you find an online financial adviser program that best fits your schedule, comes with the proper accreditation and helps you use skills already acquired from your degree and/or previous work experience. Compare your online findings with your career office's suggestions.

    • 4

      Enroll in an online financial adviser program that best fits your needs. Access the courses via the Internet by following the directions set forth by the program. Absorb and practice the skills taught in the program: tax preparation, sales techniques, risk management and financial analysis. When you have finished the program, obtain a certificate or some other documentation proving your completion of the program.

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