Online Financial Advisor Training Programs

An online bachelor's degree program in business or finance can provide you with the training needed to become a financial advisor. Learn more about what is required to become a financial advisor and distance education programs in this field. Explore the course topics you'd study as a student. Read about job options for financial advisors, as well as the outlook for the career. Schools offering Chartered Financial Analyst (CFA) degrees can also be found in these popular choices.

What Are the Qualifications to Become a Financial Advisor?

According to the U.S. Bureau of Labor Statistics (BLS), a minimum of a bachelor's degree is required to work as a financial advisor (www.bls.gov). Degree programs in finance, accounting or business management can prepare you for work in this field. Although not a requirement for becoming a financial advisor, you can earn certification as a financial planner, which might improve your chances of employment. Prerequisites for taking the Certified Financial Planner exam are three years of work experience and a bachelor's degree.

Optional CertificationA bachelor's degree and 3 years of work experience allow you to sit for Certified Financial Planner exam
Online AvailabilityBusiness degree programs are available online and in hybrid format
Topics CoveredPersonal finance, financial strategy, investment management, business analysis, economics
Job Outlook (2014-2024)30% growth in employment for personal financial advisors*

Source: *U.S. Bureau of Labor Statistics

What Online Training is Available?

Business degree programs are available in online and hybrid formats, which means some of the courses take place on campus. You can choose to major in finance, accounting or business management to gain foundational skills for becoming a financial advisor. Some online programs are only two years in length and require you to transfer in your general education requirements.

Distance education programs allow you to access an online learning system for assignments and lectures. Group projects and online discussions are common, and exams generally can be taken online.

What Types of Classes Will I Take?

Finance courses are varied and provide education in both corporate and personal finance. Generally, your personal finance classes will provide training in investment management, securities markets and market computations. You'll also take financial strategy courses, which emphasize financial decisions and policies, and investment management courses, which focus on stock prices, portfolio analysis and dividends. You also might study business analysis, economics and business ethics.

What Can I Do With This Training?

Financial advisors help clients with retirement funds, investments and taxes. You can work for a firm or operate your own financial advisor business. According to the BLS, many personal financial advisors are licensed to buy and sell stocks, insurance policies and bonds. Based on BLS figures, personal financial advisors should see a 30% growth in employment between 2014 and 2024, which is much faster than average.

To continue researching, browse degree options below for course curriculum, prerequisites and financial aid information. Or, learn more about the subject by reading the related articles below:

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