How to become a financial planning analyst?

Career: Financial Planning Analyst

The qualifications you need to begin your career as a financial planning analyst include a bachelor’s degree in a financial field, such as finance or accounting. You also need at least two or three years of job experience in a business accounting role. Experience working with various types of investments can set your resumé apart. Many of these positions require at least some travel to meet with clients, so reliable transportation, a valid driver’s license, and a clean driving record are a must. Computer proficiency is also a requirement. You need skills with spreadsheets, word processing software, and sophisticated financial analysis software.