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Bachelor's Program in Finance Westport CT

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Fairfield University
(203) 254-4000
1073 North Benson Road
Fairfield, CT
Tuition
Tuition Costs : $35510
School Information
Type of Institution : Comprehensive higher education system
Institutional Designation : Private—Religious

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Manhattanville College
(914) 694-2200
2900 Purchase Street
Purchase, NY
Tuition
Tuition Costs : $30400
School Information
Type of Institution : Comprehensive higher education system
Institutional Designation : Private—Nonprofit

Data Provided By:
University of New Haven
(203) 932-7088
300 Boston Post Road
West Haven, CT
Tuition
Tuition Costs : $27000
School Information
Type of Institution : Comprehensive higher education system
Institutional Designation : Private—Nonprofit

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University of Bridgeport
(203) 576-4291
126 Park Avenue
Bridgeport, CT
Tuition
Tuition Costs : $22500
School Information
Type of Institution : Comprehensive higher education system
Institutional Designation : Private—Nonprofit

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Naugatuck Valley Community College
(203) 575-8040
Naugatuck Valley Community College
Waterbury, CT

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University of Bridgeport
(203) 576-4291
126 Park Avenue
Bridgeport, CT
Tuition
Tuition Costs : $22500
School Information
Type of Institution : Comprehensive higher education system
Institutional Designation : Private—Nonprofit

Data Provided By:
Norwalk Community College
(203) 857-7060
188 Richards Avenue
Norwalk, CT
Tuition
Full-Time In-State Tuition Costs : $2640
Full-Time Non-Resident Tuition Costs : $7920
School Information
Type of Institution : Two-Year college
Institutional Designation : Public—State

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Albertus Magnus College
(203) 773-8550
700 Prospect Street
New Haven, CT
Tuition
Tuition Costs : $21780
School Information
Type of Institution : Comprehensive higher education system
Institutional Designation : Private—Religious

Data Provided By:
Fairfield University
(203) 254-4000
1073 North Benson Road
Fairfield, CT
Tuition
Tuition Costs : $35510
School Information
Type of Institution : Comprehensive higher education system
Institutional Designation : Private—Religious

Data Provided By:
Asnuntuck Community College
(860) 253-3000
170 Elm Street
Enfield, CT

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Financial Planner

How to become a Financial Planner

There are many different roads to becoming a personal financial advisor or a financial analyst. There are no specific education requirements for many financial planner positions. Technically, it is possible to become a financial planner without a college degree. However, as the competition for jobs and clients can be great, a strong educational background is often quite beneficial.

Financial analyst may require a specific degree to be hired by a company. Many financial analysts and personal financial planners have bachelor's degrees in finance, business administration, accounting, statistics, or economics. Personal financial advisors typically have fewer educational boundaries than analysts and may pursue mathematics, law, political science, or other degrees as a foundation. A master's degree in business administration is acquired by many financial planners as well.

Financial analysts are often licensed by the Financial Industry Regulatory Authority (FINRA). Depending on the area of specialty, different licenses may be required. Personal financial advisors almost inevitably will need the Series 7 and Series 63 or 66 licenses, and additional licenses are required to sell insurance.

Most licenses are acquired after being hired by a firm or company. Independent personal financial advisors often have some relationship with a company before becoming licensed as well. Personal financial planners may undergo on the job training as new hires at a financial company.

Certifications may be obtained at some point in ones career to advance in the industry.

The Chartered Financial Analyst (CFA) designation, sponsored by the CFA Institute may be awarded after four years of work experience in a related field and a passing score on three examinations. A bachelor's degree is also required to become certified.

CFP certification, issued by the Certified Financial Planner Board of Standards, requires a bachelor's degree and specific educational credits. Certified Financial Planners are expected to have an extensive working knowledge of the field, adhere to a code of ethics, and pass a comprehensive examination.

What does a Financial Planner do?

Financial planners specialize in analyzing financial information and advising clients on how to invest and allocate their money. Financial planners work for a wide variety of clients and may handle small personal finances or multi-million dollar accounts.

Financial analysts work for businesses and companies while personal financial advisors have individuals for clients. In order to make successful investment advice, analysts examine the expenses, earnings, and other financial factors of the institution. Then, using an expertise on the business and the market as well as and statistical software packages, the analyst guides the financial decision of their client. Financial analysts may write reports or make presentations to make their recommend...

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