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Becoming a Financial Advisor after MBA in 2024
Businesses and individuals who need financial planning and active participation in financial
markets often take the aid of Financial Advisors who can tailor guidance based on unique needs
and objectives. Financial advisors play a crucial role in stimulating economic expansion by
directing proper investment choices. Financial advisors help their clients make prudent financial
decisions and allocate their capital strategically for better returns.
If you are a B.A., B.Com, or BBA student looking to make a career as a financial advisor then you
should consider enrolling in the MBA in Finance program. Credentialed financial advisors are
highly sought-after by organisations that sell financial products or provide financial consultancies.
The financial advisor is one job with unlimited earning potential for professionals with the right
skills and expertise.
MBA in Finance: Unlocking Your Career in the Financial Advisory
Field
To enhance your financial field capabilities, pursuing a master's degree is recommended.
Programs like an MBA in Finance or PGDM with a Finance specialization are recommended
programs for getting into roles for financial advisors. An MBA in finance offers a complete
understanding of the financial concepts, investment strategies, portfolio management, risk
management, etc. that are critical for becoming a proficient financial advisor.
You can also become an independent financial advisor by registering yourself with regulatory
bodies and obtaining the necessary licenses.
When you are pursuing PGDM finance from the best MBA colleges in Ahmedabad such as SKIPS,
you get a chance to acquire relevant industry certifications like NISM certifications that are critical
for financial advisory roles.
The key responsibilities of a financial advisor are:
● Creating Personalized financial roadmaps for clients
● Ensuring more savings and returns for clients
● Wealth management and risk management guidance to clients
● Tax saving advice
● Insurance plan suggestions
● Overseeing investments and portfolio management
Skills you will develop during MBA in Finance:
1. Financial acumen
2. Financial risk management skills
3. Financial tools
4. Analytical skills
5. Communication skills
6. Presentation skills
7. Strategic planning
8. Decision-making skills
9. Compliance and regulatory knowledge
10. Financial ethics
Job opportunities for Financial Advisory roles with an MBA Finance degree
● Wealth Management Firms
● Investment Banks
● Private Equity Firms
● Hedge Funds
● Institutional Investor Offices
● Financial Planning Agencies
● Finance consulting firms
● Venture capital firms
● Asset Management Companies
● Insurance Providers
A Financial Advisor's compensation depends on academic qualifications, occupational history,
financial skills, experience, expertise, and geographical area. Nonetheless, the job projection for
personal Financial Advisors appears optimistic, with average salaries of INR 4.7 lacs per annum.
Wrapping Up
An MBA in Finance imparts a holistic and comprehensive knowledge of financial principles,
concepts, and areas like portfolio management, financial structuring, and risk evaluation. Such
specialized training and practical knowledge prepare students to deal with intricate financial
situations and make judicious choices. MBA curriculums designed by the best MBA colleges
nurture financial understanding in students.
Register for the SKIPS Business School
MBA Finance Program
If you aspire to become a Financial Advisor or Consultant and are considering pursuing an MBA
in Finance, SKIPS Business School offers a comprehensive program tailored to equip you with
the skills needed for success in the dynamic field of finance.

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Becoming a Financial Advisor after MBA in 2024.pdf

  • 1. Becoming a Financial Advisor after MBA in 2024 Businesses and individuals who need financial planning and active participation in financial markets often take the aid of Financial Advisors who can tailor guidance based on unique needs and objectives. Financial advisors play a crucial role in stimulating economic expansion by directing proper investment choices. Financial advisors help their clients make prudent financial decisions and allocate their capital strategically for better returns. If you are a B.A., B.Com, or BBA student looking to make a career as a financial advisor then you should consider enrolling in the MBA in Finance program. Credentialed financial advisors are highly sought-after by organisations that sell financial products or provide financial consultancies. The financial advisor is one job with unlimited earning potential for professionals with the right skills and expertise. MBA in Finance: Unlocking Your Career in the Financial Advisory Field To enhance your financial field capabilities, pursuing a master's degree is recommended. Programs like an MBA in Finance or PGDM with a Finance specialization are recommended programs for getting into roles for financial advisors. An MBA in finance offers a complete understanding of the financial concepts, investment strategies, portfolio management, risk management, etc. that are critical for becoming a proficient financial advisor.
  • 2. You can also become an independent financial advisor by registering yourself with regulatory bodies and obtaining the necessary licenses. When you are pursuing PGDM finance from the best MBA colleges in Ahmedabad such as SKIPS, you get a chance to acquire relevant industry certifications like NISM certifications that are critical for financial advisory roles. The key responsibilities of a financial advisor are: ● Creating Personalized financial roadmaps for clients ● Ensuring more savings and returns for clients ● Wealth management and risk management guidance to clients ● Tax saving advice ● Insurance plan suggestions ● Overseeing investments and portfolio management Skills you will develop during MBA in Finance: 1. Financial acumen 2. Financial risk management skills 3. Financial tools 4. Analytical skills 5. Communication skills 6. Presentation skills 7. Strategic planning 8. Decision-making skills 9. Compliance and regulatory knowledge 10. Financial ethics Job opportunities for Financial Advisory roles with an MBA Finance degree ● Wealth Management Firms ● Investment Banks ● Private Equity Firms ● Hedge Funds ● Institutional Investor Offices ● Financial Planning Agencies ● Finance consulting firms ● Venture capital firms ● Asset Management Companies ● Insurance Providers
  • 3. A Financial Advisor's compensation depends on academic qualifications, occupational history, financial skills, experience, expertise, and geographical area. Nonetheless, the job projection for personal Financial Advisors appears optimistic, with average salaries of INR 4.7 lacs per annum. Wrapping Up An MBA in Finance imparts a holistic and comprehensive knowledge of financial principles, concepts, and areas like portfolio management, financial structuring, and risk evaluation. Such specialized training and practical knowledge prepare students to deal with intricate financial situations and make judicious choices. MBA curriculums designed by the best MBA colleges nurture financial understanding in students. Register for the SKIPS Business School MBA Finance Program If you aspire to become a Financial Advisor or Consultant and are considering pursuing an MBA in Finance, SKIPS Business School offers a comprehensive program tailored to equip you with the skills needed for success in the dynamic field of finance.