How to Become a Financial Advisor Without a Degree
If you are looking to make a career in the financial industry, there are several ways you can get started. You can start by getting your financial advisor license, acquiring a certification like the Certified Investment Management Analyst (CIPM) certification, or obtaining tax optimization and tax preparation services. There are also options to help you develop and build a portfolio of investment ideas for yourself and your clients.
CIPM certification
One of the more sought-after certifications in the finance industry is the Certificate in Investment Performance Measurement (CIPM). The CIPM certificate is awarded by the CFA Institute, an organization that sets standards for the investment industry.
CIPM certification holders have proven expertise in the field of investing. They are able to offer advice on investment opportunities and risk analysis. Typically, CIPM advisors work at wealth management firms.
As a financial advisor, you will be in charge of developing a portfolio for your clients. You will be analyzing their credit history, savings, and investments. This will allow you to determine the best possible investment options for them.
A CIPM certification demonstrates your commitment to continuing education and investment performance. The certification is designed to help you measure current performance, select fund managers, communicate investments, and evaluate managers. It is recognized worldwide.
To become a CIPM, you will need to take the CIPM exam. This is a 3-hour exam with 100 multiple choice questions. You’ll need a score of 300 out of 500 points to pass. Afterwards, you’ll be able to see …
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