How Do I Become a Financial Specialist?

In order to become a financial specialist you will need an enhanced knowledge of mathematics and finance, a college degree, training, and in most locations, a license. Research local requirements and programs before you make a final decision to enter this profession because the basic requirements involve an extreme efficiency in advanced mathematics. Many students begin working on their skills as early as high school and participate in as many math based activities as possible. Degrees in finance are offered by most schools that have a well-developed business department, and you should search for an accredited program with coursework that will help you become a financial specialist.

A bachelor's of science (B.S.) degree in business, finance, accounting, or other related fields is generally required and usually takes four years. Aside from general coursework, you will typically spend the majority of your college career in advanced specialty courses needed to become a financial specialist. Some of these courses may include corporate finance, investment management, business economics, financial derivatives, and corporate valuation. Courses may vary depending on the school and the particular type of financial specialist that you have chosen as your profession. There are a number of positions offered in this field, and most coursework will help you determine the profession that best suits your interests.

Most colleges may have experience opportunities available, and students should search for internships with financial firms. These opportunities usually offer a chance to observe senior specialists and learn additional skills required to become a financial specialist. Technical writing and analysis can benefit greatly from hands-on experience, and most employers prefer candidates to have some work experience. After receiving a bachelor's degree and gaining experience, the next step is to research local guidelines on the licensing procedures needed to become a financial specialist.

The licensing process may differ, and some countries may require an applicant to have at least two years of experience and a degree. This is another benefit of internships because many locations will count this as the necessary experience for licensing. Most processes include a test or a series of tests, and students must achieve the minimal score set by a local government organization. After successfully completing all necessary steps, you should begin to search on the Internet and in local newspapers for employment.

Many companies list requirements, salary, and job descriptions. In addition to the general qualifications, candidates should have problem solving skills, communication skills, an enhanced knowledge of current financial events, and technical writing abilities. This profession is based on customer service and will require communicating with clients.