High School
Recommended high school classes include economics, business, statistics, marketing, English, speech, foreign language, psychology, sociology, computer science, mathematics, science, and social studies.
Postsecondary Education
Mutual fund wholesalers need a minimum of a bachelor’s degree in finance, economics, marketing, advertising, or business administration. Students typically complete an internship, co-operative education opportunity, or fellowship during their studies.
Certification
Undergraduate and graduate-level marketing, advertising, and sales certificates are offered by colleges and universities. Contact schools in your area to learn what types of programs are available.
Other Education or Training
Continuing education classes, webinars, seminars, and workshops are provided by professional associations such as the American Marketing Association, Internet Marketing Association, Investment Company Institute, Insights Association, and Sales Management Association. Contact these organizations for more information.
- Accountants
- Antiques and Art Dealers
- Auctioneers
- Auditors
- Automobile Sales Workers
- Automotive Dealership Sales Managers
- Brand Ambassadors
- Client Services Managers
- Commodities Brokers
- Cosmetics Sales Representatives
- Customer Success Managers
- Energy Brokers
- Export-Import Specialists
- Financial Consultants
- Financial Institution Officers and Managers
- Financial Quantitative Analysts
- Financial Services Brokers
- Franchise Owners
- Gallery Owners and Directors
- Growth Hackers
- Hedge Fund Investor Relations Specialists
- Hedge Fund Relationship Managers
- Internet Marketing and Advertising Consultants
- Internet Store Managers and Entrepreneurs
- Investment Bankers
- Investment Banking Analysts
- Investment Banking Associates
- Investment Banking Sales Brokers
- Investment Banking Traders
- Investment Fund Managers
- Investment Professionals
- Market Research Analysts
- Mutual Fund Accountants and Auditors
- Mutual Fund Analysts
- Mutual Fund Compliance Professionals
- Mutual Fund Financial Managers
- Mutual Fund Lawyers
- Mutual Fund Marketing Specialists
- Mutual Fund Portfolio Managers
- Mutual Fund Risk Managers
- Real Estate Agents and Brokers
- Renewable Energy Site Assessors
- Reservation and Ticket Agents
- Retail Sales Workers
- Sales Development Representatives
- Sales Engineers
- Sales Managers
- Sales Representatives
- Salesforce Developers
- Travel Agents
- Wealth Management Associates
- Wealth Management Investor Relations Specialists
