According to ACTEonline.org, most jobs in financial services call for postsecondary education, although a certificate or associate degree can help people gain entry-level jobs such as insurance sales agent. Individuals can pursue certain occupations by earning industry-recognized certifications such as the Certified Financial Planner™, Accredited Financial Counselor® or Certified Payroll Professional credential. These and other credentials verify technical, academic and employability skills to prepare financial records, value assets, audit businesses and organizations, help
people and businesses make financial decisions, and more.
Some occupations in financial services:
• financial advisors
• insurance underwriters
• real estate appraisers
• loan officers
• bank tellers
• accountants