How to Become an Investment Consultant
Investment consultant roles typically require a Bachelor’s degree with coursework covering economics, accounting, or business administration. Roles with a title such as “investment consultant” typically require in-depth knowledge of investment theory and practice, financial markets, and the evolving demands of industry business models.
As a career path, consulting offers a multitude of opportunities for professionals at different points in their professional development. Some consultant roles require only a few years of relevant professional experience, but many positions require more extensive experience as well as specialized knowledge and skills.
Because financial planners are frequently considered investment consultants, they typically acquire additional certifications to be qualified to provide financial services and investment guidance to clients.
Investment Consultant Salary
How Can the CFA Program Help Me?
Because CFA charterholders have mastered a curriculum that provides comprehensive investment expertise, many employers list the CFA designation as a preferred credential for consultant roles. The CFA charter prepares professionals to adapt to the continually changing demands of the investment industry.