Check out the financial planning information available on the Internet to familiarize yourself with the industry. Visit Web sites such as the balance: Retirement Planning (https://www.thebalance.com/retirement-planning-4073976). The Internal Revenue Service also offers information regarding different types of retirement plans, which can be found at https://www.irs.gov/retirement-plans/plan-sponsor/types-of-retirement-plans. Another way to explore the field is through part-time work or an internship with a financial planner or brokerage house. This will allow you to get work experience, and provide an insider's peek at the industry.
Conduct information interviews with financial planners and ask them for advice on preparing for and entering the field. The Financial Planning Association (https://www.plannersearch.org) and the National Association of Personal Financial Advisors (https://www.napfa.org/find-an-advisor#) offer member lists at their Web sites.
- Accountants
- Assessors and Appraisers
- Auditors
- Chief Information Officers
- Commodities Brokers
- Compliance Managers
- Economists
- Financial Analysts
- Financial Consultants
- Financial Institution Officers and Managers
- Financial Institution Tellers, Clerks, and Related Workers
- Financial Planners
- Financial Quantitative Analysts
- Financial Services Brokers
- Investment Fund Managers
- Investment Professionals
- Investment Underwriters
- Mutual Fund Portfolio Managers
- Regulatory Affairs Managers
- Regulatory Affairs Specialists
- Statisticians
