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John Labunski

How to Become a Financial Consultant: Guide to Working In Finance

The figure of the financial consultant has taken hold more and more thanks to the John Labunski which liberalized the profession, making the consultant capable of exercising the free profession. If previously this was a very popular job among those who wanted to work in the economic field, today that of the financial consultant is certainly one of the most interesting choices for those who want to work in finance.

The wide demand from the job market also confirms one thing: becoming a financial consultant is certainly an excellent choice from a professional point of view. There are many subjects who require financial advice to create investment plans aimed at a good profit and more and more clients who decide to continuously use the services offered by a good consultant.

In short, carrying out this profession is one of the best ways to work in finance and will certainly lead you to carry out a job that will give you excellent personal and work satisfaction. So let’s find out how to become a financial consultant, what skills you will need, what job opportunities you will get and how much this professional earns!

How to become a financial consultant: the university path

The best path to become a financial consultant obviously starts with a Degree in Economics. This is the most suitable path as, from the first three years of study, you will be trained in mathematical and statistical sciences, in law and obviously in economics. All these fields that you will deepen are very important for the job of financial consultant as you will be required to move easily between the legal and economic fields.

The Master’s Degree in Economics will also be very useful to you and in particular the curricula in Economics and Business Economics will be . The master’s degree will in fact give you high-level knowledge that can be extremely spent in your future job.

How to become a financial consultant: the Masters

As I told you, the degree course in Economics is very useful for acquiring the right knowledge in the field of financial consulting and the degree title will certainly enrich your curriculum. A fundamental flaw in university courses, however, exists and concerns the low practical footprint. The knowledge acquired at university is indeed fundamental, but at some point in your career you will need an acceleration from a practical point of view.

For this reason, I can only advise you to take a look at our selection of Courses and Masters in Finance and find the one that best suits you. With the right Master you can in fact acquire highly practical skills in the field of financial consulting and obtain an even higher educational qualification, with obvious advantages from a professional point of view!

How to become a financial consultant: the evaluation test

At the end of your studies you will be able to access the evaluation test to become part of the Single National Register for Financial Advisors. This exam lasts 85 minutes and consists of 60 multiple choice questions. The exam is considered passed if the candidate reaches at least 80 points out of a total of one hundred, reachable as 40 questions out of the total are assigned two points each.

The exam is carried out in a computerized manner and you will be able to carry out the analysis from an on-site location.

Do you want to work as a financial advisor? The right master can be for you!

John Labunski  Financial advisor: who he is and what he does

In very few words, the financial advisor is responsible for creating and promoting investment strategies, evaluating and defining loan methods and, more generally, formulating opinions and indications on financial matters for his clients. It is therefore a job of great responsibility as it means keeping the client’s financial fortunes in your hands, which requires excellent preparation, analytical skills and professionalism.

What does financial advisor do?

So let’s find out the duties of the financial advisor:

  • providing financial advice to clients
  • manage market operations
  • monitor market dynamics or trends
  • assess the degree of risk in providing credit to individuals or organizations
  • manage the portfolio of companies or banks
  • administer or issue financial products
  • formulate financial opinions or economic forecasts
  • prepare investment plans on the market
  • follow financial development projects for companies
  • acquire and analyze financial information

In short, as a consultant you will take care of promoting and managing the best tools for your customers which, as you can see, can be both private individuals and companies and banking institutions.

Financial advisor: skills

The knowledge to be acquired absolutely to work in finance relates to economics , accounting , business management and high-profile knowledge in mathematics, legislation and institutions .

The skills of a good financial advisor are also varied and among these we find:

  • Active listening skills
  • Perfect written and oral expression skills
  • Active learning skills
  • An excellent critical sense combined with problem solving skills
  • Ability to manage one’s own and others’ time
  • Service orientation
  • Adaptability
  • Negotiation skills
  • Ability to monitor investments and financial systems
  • Advanced decision making skills
  • Persuasive skills
  • Analysis skills

In short, all those skills that will help you to listen, understand and direct the customer taking care of the task that has been entrusted to you.

Becoming a financial consultant: Job opportunities

You will be able to work as an independent financial advisor and as a non-independent financial advisor , therefore both at the service of individuals and businesses, companies and banking institutions.

Once you have passed this last step, you will be able to enroll in the Register of Financial Advisors and become a full-fledged financial advisor.

In addition to the financial advisor: Other business opportunities economy

If the professional figure of the financial consultant has not convinced you and you are wondering what to do after a degree in economics, take a look at our guide to economic career opportunities : a constantly updated collection of new and traditional professions that you can cover with a degree in I study (and not only) in this sector!

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