Personal financial advisors must have a bachelor's degree. Many also earn a master's degree in finance or business administration or get professional designations. Math, analytical and interpersonal skills are important.
A bachelor's or graduate degree is strongly preferred for personal financial advisors. Employers usually do not require a specific field of study for personal financial advisors, but a bachelor's degree in accounting, finance, economics, business, mathematics or law provides good preparation for the occupation. Courses in investments, taxes, estate planning and risk management are also helpful. Programs in financial planning are becoming more available in colleges and universities.