How to become an entry level financial planner?

To become an entry-level financial planner, you need to have several qualifications, including a bachelor’s degree and certification or licensure, which is sometimes mandatory. As an undergraduate, economics, math, accounting, and finance are all good courses to study. As an entry-level financial planner, you may not need to have certification or licensure to begin working with clients, but many companies expect you to pursue things like a CFP designation. If your job requires you to sell securities, you need to have a Series 7 license. Other skills you need include analytical thinking and interpersonal communication skills.