(Closed) Any bees in field of finance? Financial advisor/planner career advice.

posted 5 years ago in Career
Post # 3
3520 posts
Sugar bee
  • Wedding: March 2012

I did the finances (monthly P&Ls, AP, annual budgets) for a large department in a major DC hospital without any finance degrees at all–I was a Biology major.  I think it really depends on what you want to do after all of the education.  Some people are having a hard time finding work because they feel that advanced degrees equal dream job in your desired field and that’s not really the case.

I would suggest figuring out “what you want to be when you grow up” and researching the level of education and experience those people took to get there.  You might not need a masters at all if you work with a firm first.  To me, a financial planner with years of experience would be more attractive to me than someone really young who just had book learning and degrees.

Hope that helps!


Post # 4
2622 posts
Sugar bee
  • Wedding: November 1999

“Work with adults and assist them with financial decisions” Does this mean you want to be a financial planner? Or do you think that this is only what an MS in finance can get you.

Since you already have a Masters, it is possible for you to study to take the CFP (certified financial planner) exams. Its very hard, so you may need some elective finance courses and prep courses, but you probably dont need a whole degree if you apply yourself.

Being a CFP is hard work. You have to get and keep your own clients. Its not only financial advice, its also selling because you have to sell yourself whether you work for yourself or a company. You have to earn your own client list.




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