High School
Recommended high school classes include business, economics, computer science, English, speech, mathematics, statistics, accounting, history, social studies, and foreign language.
Postsecondary Education
A bachelor’s degree in finance, mathematics, accounting, economics, business, entrepreneurism, financial engineering, or quantitative finance is the minimum educational requirement to enter the field, but many firms require their vice presidents to have master’s degrees in business, finance, or related areas. Some vice presidents have law degrees.
Certification
The Investments & Wealth Institute offers offers a variety of certificate programs such as Private Wealth Essentials, Private Markets for Advisors, Global Financial Planning Essentials, Investment Management Essentials, and Applied Behavioral Finance. Visit https://investmentsandwealth.org/online-learning-financial-advisor-ce/certificate-programs for more information.
Other Education or Training
Many professional associations provide continuing education (CE) classes, workshops, webinars, and seminars to help members and non-members keep their skills up to date and qualify for certification and re-certification. For example, the American Bankers Association offers workshops, seminars, and webinars on accounting, compliance, cybersecurity, legal, and risk management issues. It also provides educational opportunities related to trust/wealth management. Past classes included Basic Administrative Duties of a Trustee, Introduction to Trust Products and Services, and Asset Allocation and Portfolio Management.
Other opportunities are provided by the Association of International Wealth Management, Investment Management Consultants Association, Association of International Certified Professional Accountants, Association for Financial Counseling and Planning Education, Association for Financial Professionals, Certified Financial Planner Board of Standards, CFA Institute, and the Institute for Private Investors.
Many wealth management firms provide ongoing training opportunities to help their employees keep their financial skills up to date and develop their soft skills.
- Accountants
- Arbitrators
- Auditors
- Automotive Dealership Owners
- Billing Clerks
- Bookkeeping and Accounting Clerks
- Budget Analysts
- Business Continuity Planners
- Business Development Managers and Directors
- Business Intelligence Analysts
- Business Managers
- Buyers
- Chief Customer Officers
- Chief Executive Officers
- Chief Financial Officers
- Chief Information Officers
- Chief Information Security Officers
- Chief Medical Officers
- Chief Restructuring Officers
- Chief Revenue Officers
- Chief Robotics Officer
- Chief Strategy Officers
- Chief Sustainability Officers
- Chief Trust Officers
- Client Services Managers
- Collection Workers
- Community Health Program Coordinators
- Compliance Managers
- Continuous Improvement Managers
- Contract Administrators
- Corporate Climate Strategists
- Corporate Community Relations Directors
- Corporate Lawyers
- Corporate Librarians
- Cost Estimators
- Cultural Advisers
- Customer Service Directors
- Customer Service Representatives
- Customs Brokers
- Data Entry Clerks
- Data Governance Managers
- Decision Scientists
- Digital Workplace Experience Engineers
- Directors of Corporate Sponsorship
- Directors of Security
- Document Management Specialists
- Economists
- Entrepreneurs
- Ethical Sourcing Officer
- Event Planners
- Executive Recruiters
- Fashion Models' Agents
- Financial Quantitative Analysts
- Forensic Accountants and Auditors
- Franchise Owners
- Go-to-Market Managers
- Health Care Managers
- Health Club Owners and Managers
- Health Data Analysts
- Human Resources Managers
- Information Technology Infrastructure Engineers
- Internet Consultants
- Internet Executives
- Internet Store Managers and Entrepreneurs
- Internet Transaction Specialists
- Labor Union Business Agents
- Legal Operations Specialists
- Localization Specialists
- Loss Prevention Managers
- Management Analysts and Consultants
- Music Agents and Scouts
- Music Venue Owners and Managers
- Office Administrators
- Payroll Directors
- Product Designers
- Professional Organizers
- Project Managers
- Proposal Managers
- Purchasing Agents
- Receptionists
- Regulatory Affairs Managers
- Regulatory Affairs Specialists
- Remote Work Coordinators
- Retail Business Owners
- Retail Managers
- Risk Managers
- Sales Managers
- Sales Representatives
- Secretaries
- Space Port Managers
- Space Tourism Managers
- Statisticians
- Stenographers
- Strategy Managers
- Tax Managers
- Temporary Workers
- Traffic Managers
- Typists and Word Processors
- Wealth Management Accountants
- Wealth Management Analysts
- Wealth Management Associates
- Wealth Management Compliance Professionals
- Wealth Management Investor Relations Specialists
- Wealth Management Lawyers
- Wealth Management Managing Directors
- Wealth Management Risk Managers
- Wind Energy Project Managers
- Workplace Diversity Experts
- Zoo and Aquarium Curators and Directors
