How Do I Become an International Financial Advisor?

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  • Written By: Geri Terzo
  • Edited By: PJP Schroeder
  • Last Modified Date: 22 December 2019
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To become an international financial advisor, it might require different preparation than it would take to focus on domestic clients. A financial advisory firm may have an international training program, however, that is tailored to prepare you to become an international financial advisor. Of course, a formal education and any necessary certifications and licenses must be researched in the region in which you live to begin. The ability to develop and maintain relationships is always an asset in the financial services industry.

In order to become an international financial advisor, you may need to come in the door with bilingual skills or better. The office in which you are employed may be domestic, but no doubt, in an international role, there will be travel involved. You may focus on a particular region of the world, which should help you to focus on the language skills that need to be mastered.


Financial skills are vital to become an international financial advisor. You may focus on a number of different investment and advisory areas, such as preparing strategies for a client to leave a financial inheritance to future generations, a component of wealth management. To do this, you may need to earn a license to become a Certified Financial Planner (CFP). If the role includes performing brokerage activities on behalf of clients, such as buying and selling stocks, bonds, or mutual funds, you may need to obtain a financial license such as a Series Seven or Series 66 in the U.S.

The ability to understand global economies is also crucial in order to become an international financial advisor. Analyzing international economies as well as trends in inflation around the world will lead to better investment decisions, which will benefit clients. An understanding of foreign currency is also necessary as you will be conducting business overseas and may be making financial decisions based on the value of a currency in that region.

On-the-job training might be the best preparation in becoming an international financial advisor. Managers and colleagues who have experience can help to build the very same skills in a more junior professional and prepare that individual for the future in the process. In addition to relationship building, some of the skills employers look for are solid sales abilities and experience working with both individual and corporate clients. Choose an employer where there is a positive working environment and one in which successful international financial advisors are supportive and want to see you succeed as well.



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