Financial consultants meet with clients to discuss a business plan, stock market investing options and budgeting options. People in this profession can work with companies, families, non-profit organizations and government departments. During an average day at work, a financial consultant may review the stock market, send emails to clients, and create financial spreadsheets using software programs and schedule meetings with business associates.
Skillset: Financial consultants usually have a strong background in accounting, banking and business planning. They are familiar with tax laws and have an in-depth awareness of economics and financial trends. They also are detail-oriented and have strong writing and math skills.
Education: Many financial consultants hold masters degrees in accounting, financial planning, commerce or business administration. Degrees in international business, commercial lending, or information management are desirable. Studying statistics and corporate investment are also good steps to take for anyone who is interested in pursuing a career in this profession.
Career Path: A foundation for a successful financial consulting career is based on a person’s knowledge of business and personal finances. Take courses in budgeting, money management, business planning and marketing. Financial internships and advanced math courses are recommended.
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