How to become a financial planning assistant?

The minimum qualifications you need to become a financial planning assistant include work experience in a job with similar duties and responsibilities. You also need an associate degree in a relevant field, such as accounting or finance. Some positions prefer candidates with a bachelor’s degree in a financial area of study and Certified Financial Planner (CFP) credentials. However, some employers will let you earn this certification after they hire you. Financial planning assistants need communication, organization, problem-solving, and administrative skills. Computer skills are also a must, especially the ability to use complicated spreadsheets, tax software, and word processing programs.