What Degree Do You Need To Be a Professional Investor?

Find out what kind of training can prepare you for a professional investing career. Get details about program levels, course topics, online learning opportunities and investor licensing requirements. Schools offering Finance Investments & Securities degrees can also be found in these popular choices.

Essential Information

To become a professional investment planner, investment banker, floor broker, or sales agent, you'll likely need at least a bachelor's degree in finance, economics, or a related field. However, it might be even more beneficial to complete a Master of Business Administration (MBA) program.

Important Facts about Programs for Aspiring Investors

Degree/Certificate LevelsUndergraduate, graduate
ConcentrationsIn an MBA program, students can specialize in accounting, entrepreneurship, finance, human resources, leadership, marketing, operations, real estate, consulting and more
Online Availability Some programs are offered fully or partially online
Alternate CareersAdditional careers that require investment skills include those of financial advisors and investment bankers, among others

Source: U.S. Bureau of Labor Statistics

Finance or Economics Degrees

If you desire a career as a professional investor, you might choose to pursue an undergraduate degree in finance or economics. The courses in these majors can be quite similar. If you major in finance, you'll complete classes in accounting, managerial finance, marketing, business ethics, banking, and corporate finance. Economics classes include microeconomics and macroeconomics, marketing, business ethics, accounting, and organizational management. Both majors require that you take math courses that relate specifically to business.

Business Administration (BBA) Degree

If you choose to enroll in a Bachelor of Business Administration (BBA) program instead of a bachelor's program in economics or finance, you'll learn the basics of running a business. You'll take classes in accounting, marketing management, legal issues in business, information technology, and corporate strategies. Depending on your program, you might have the option of focusing on financial and investment aspects of business.

MBA Program

The U.S. Bureau of Labor Statistics (BLS, www.bls.gov) reports that many professional financial planners eventually earn an MBA. If you choose to enroll in an MBA program, you'll take courses in general management as well as courses designed to help you specialize in one particular area of business. Your classes might include the following:

  • Investment management
  • International trade
  • Political economics
  • Globalization and emerging markets
  • Venture capitalism

Registration and Licensing

To work as a broker or investment adviser, you must register with the Financial Industry Regulatory Authority (FINRA) as a representative of your employer, according to the BLS. This process includes passage of the Series 7 Exam. Your state also might require that you pass the Uniform Securities Agents State Law Examination. Additional licensure might be required based on the type of products and/or services that you offer investors.

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:

  • 1. Degree Options:
The schools in the listing below are not free and may include sponsored content but are popular choices among our users. Tuition and costs will vary across programs and locations. Be sure to always request tuition information before starting a program.

Popular Schools

  • Purdue University Global

    Purdue University Global responds quickly to information requests through this website.

    Popular programs at Purdue University Global:

    • Master
    • Bachelor Degrees
      • Bachelor of Science in Accounting

    Online Programs Available

  • Southern New Hampshire University

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    Popular programs at Southern New Hampshire University:

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  • Ashford University

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  • Capella University

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    Popular programs at Capella University:

    • Doctoral
    • Master
    • Bachelor Degrees

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  • Seton Hall University

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    Popular programs at Seton Hall University:

    • Master

    Online Programs Available

  • Regent University

    Regent University responds quickly to information requests through this website.

    Popular programs at Regent University:

    • Master
    • Bachelor Degrees

    Online Programs Available

  • Grand Canyon University

    Grand Canyon University responds quickly to information requests through this website.

    Popular programs at Grand Canyon University:

    • Doctoral
    • Master
    • Bachelor Degrees

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  • Keiser University

    Keiser University responds quickly to information requests through this website.

    Popular programs at Keiser University:

    • Master
    • Bachelor Degrees
    • Associate Programs

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  • Independence University

    Independence University responds quickly to information requests through this website.

    Popular programs at Independence University:

    • Bachelor Degrees
    • Associate Programs

    Online Programs Available

  • Maryville University

    Maryville University responds quickly to information requests through this website.

    Popular programs at Maryville University:

    • Bachelor Degrees

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