Independent Financial Advisor Training

Written by marquis codjia
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Independent Financial Advisor Training
A financial adviser is also known as a wealth manager. (financial image by Patrizier-Design from

Independent financial advisers typically operate their own business, reviewing the current and past financial information of clients and providing short-term and long-term investment advice. Training sessions help independent financial advisers gain investment and tax-planning acumen.

Academic Requirements

A financial adviser usually has a four-year college degree in finance, accounting, business administration or fiscal studies, according to a 2010 U.S. Bureau of Labor Statistics (BLS) survey. Professionals advising high net-worth clients typically have a master's degree.

Training Focus

The BLS indicates that an independent financial adviser receives training through professional seminars and symposiums. During training, independent financial advisers learn how to analyse clients' financial statements, compare current operating data with past information, and recommend short-term and long-term investment options to customers, depending on customer profiles, economic indicators and financial market developments.


According to O*Net OnLine, participants in independent financial adviser training programs learn about tools and equipment such as notebook computers and personal digital organisers. Trainees also gain acumen with financial analysis software and customer relationship management software.

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