Financial Careers Articles

  1. CFP, CLU Or ChFC - Which Is Best?

    The designation you choose will depend on which areas of financial planning you want as your focus.
  2. Be A Financial Planner From Home

    Now may be a good time to explore the possibility of working as a finanical planner from your home.
  3. Certifications For Estate Planning

    These certifications can lead to a promising career, but is estate planning for you?
  4. Inside The e-PRO® Real Estate Certification

    The e-PRO® curriculum focuses on the most recent developments in real estate technology. Here's everything you need to know about it.
  5. Top 10 Cities For A Career In Finance

    Moving to one of these financial hot-spot destinations could set your career in motion.
  6. How To Get A Job At The SEC

    Want to make a good living taking on those renegade trading rascals on Wall Street? Here are some tips to help you get in the door at the SEC.
  7. Get A Bank Job In 50 Days

    Banking professionals have only about seven weeks to find a new post in the financial services industry after leaving an old one. Here are some tips to help you.
  8. Is The CMA Designation Worth It?

    Get an inside look at what it takes to earn your CMA and what four satisfied CMA holders say about the designation's benefits.
  9. A Day In The Life Of A Public Accountant

    Here's an inside look at the workdays of two experienced CPAs, to give you an idea of what it might be like to pursue a career as a public accountant.
  10. Real Estate Careers And Their Designations

    The real estate industry offers a wide variety of career opportunities and dozens of designations to increase your skills.
  11. Study Does Not End After The CFA

    Getting your CFA is an admirable achievement, but it doesn't end there. Find out what is expected of CFAs after they become charterholders.
  12. 4 Traits Banks Look For In New Staff

    Trust is the number one trait that banks are looking for in new hires, but there are other abilities that are equally desired.
  13. Broker Commissions Are Here To Stay

    With two developed nations adopting a firm anti-commission stance, questions have arisen over whether or not the United States should follow suit. Find out why such a development is unlikely.
  14. A Day In The Life Of A Day Trader

    Day trading has many advantages and, while we often hear about these perks, it's important to realize that day trading is hard work.
  15. Financial Designations That Employers Require

    We break down the designations that are important to have if you want to work in the financial sector.
  16. A Day In The Life Of A CFO

    What would your life look like if you were CFO? We’ve interviewed three chief financial officers to find out.
  17. Popular Technology For RIAs

    Registered Investment Advisors can reap benefits from a gamut of technological products available on the market today.
  18. Designations For The Buy Side

    For those interested in picking securities and financial planning, these certifications could be just what your buy-side financial career needs.
  19. Making It Big On Wall Street

    Read about some of the most glamorous Wall Street jobs and what it takes to land one.
  20. Quants: The Rocket Scientists Of Wall Street

    Blend math, finance and computer skills to command a high - and well deserved - salary.
  21. Financial Career Options For Professionals

    Find out if spreading your wings to try a new career will make you soar or fall flat.
  22. Decline Of The Independent Broker-Dealer

    Since the financial crisis of 2008-2009 the numbers of independent broker-dealers have been steadily declining. Find out why, and if the trend will continue.
  23. Sell-Side Analysts Need Series 86/87 Exams

    Though these tests are not particularly difficult or comprehensive, passing them is mandatory to work as a sell-side analyst.
  24. A Look At What Comptrollers Do

    This article examines a comptroller’s job responsibilities, skill set and formal educational requirements as well as where the job can take you in your career.
  25. 7 Designations For The Sell Side

    While all of these designations demand a substantial commitment in time, money and effort, the end result is worth it.
  26. Tips For Working As A Real Estate Agent

    Here are a few ideas that will help you advance your career as a successful real estate agent.
  27. Tips To Get Into A Broker Training Program

    Becoming a registered representative isn't easy. Learn how to succeed at the first step.
  28. A Day In The Life Of A Portfolio Manager

    Portfolio managers go by a number of job titles, manage different asset types and work under different philosophies. Here are three examples of what they do.
  29. Getting Your Real Estate License

    Each state has its own rules, regulations and examination for obtaining a real estate license. Find out what you need to know.
  30. Trying On Potential Employers

    Ditch your ego, prove that you'll work hard and don't settle for the wrong company.
  31. Get A Career In Showbiz Accounting

    An accounting career doesn't have to be boring. If you love numbers, but want excitement as well, consider the field of showbiz accounting.
  32. Designations No Retirement Planner Should Be Without

    Advance your career and gain clientele by adding a few choice certifications.
  33. What Management Accountants Do

    If you like keeping track of a company's income and expenses but also want to hold a position with significant responsibility and authority, management accounting could be the job for you.
  34. Should You Head Back To Business School?

    Find out if an MBA is necessary for you to reach your professional goals.
  35. Post-Grad Degrees That Pay The Highest

    A post-graduate degree could be well worth the extra time and expense.
  36. Becoming A Chartered Market Technician

    The CMT certification involves three tough exams. Find out what you need to do in order to pass.
  37. Evaluating Firm Size In A Financial Advisor Job Hunt

    The choice between a larger or smaller company may be decided by an advisor's experience or temperament. Find out the best size for you.
  38. Wall Street Writers: A Behind-The-Scenes Career

    Regulators, sales people and clients all look to communications professionals to help them navigate the markets.
  39. Becoming A Registered Investment Advisor

    To become a registered investment advisor requires specific licensing, qualifications and regulations, but the greater freedom may be worth it.
  40. Is A Stockbroker Career For You?

    Discover what you need to become a stockbroker and the variety of opportunities that are now available to you.
  41. Business Grads, Land Your Dream Job

    Companies are in need of strategic candidates, not walking resumes. Find out how to set yourself apart from the pack and land the business career you've always wanted.
  42. CIPM: The Key To A Niche Career In Finance

    The prestigious CIPM designation can give you an edge in the finance world. Here's what you need in order to get it.
  43. Examining Stereotypes In Investing

    Irrespective of age, sex and other such factors, no normal investor wants an unsuitable investment. How much people really understand about their investments depends on various factors, including how much money they have invested and for how long, how much they were informed about their investments and how much they bothered to educate themselves.
  44. Careers In The Derivatives Market

    The growing interest in and complexity of these securities means opportunities for job seekers.
  45. Careers In Buy-Side And Sell-Side Research

    The primary professions on Wall Street are made up of sell side and buy side analysts. This article is an overview of the two primary avenues for individuals interested in both fields.
  46. Finding Undiscovered Stocks

    Wall Street tends to focus on large cap stocks, leaving other stocks under-followed and undervalued.
  47. Differences Between Stockbrokers, Investment Advisors And Financial Planners

    Find out how these three financial positions differ and in which areas they can help you with your finances.
  48. How To Transition Into A Finance Career

    If you are pondering a midlife career change that involves a transition into finance, then here are a few tips that will help.
  49. A Day In The Life Of A Financial Analyst

    Generally speaking, a day in the life of a junior or senior analyst can be very labor intensive.
  50. Careers In Credit Counseling

    Consumers are increasingly in need of experts who can walk them through their financial decisions. Here's how you can help.
  51. 5 Viable Career Options In 2013

    If you are looking for a new career next year, take a look at these options. It is anticipated that there will be a high demand for these positions in 2013.
  52. How To Get A Job On Wall Street If You Went To Community College

    Community college doesn't offer an easy road to Wall Street, but it's not impossible.
  53. What To Do If You Failed Your CFA Exam

    Follow these steps to increase your odds of passing your next CFA exam.
  54. Should You Poach Clients From Other Advisors?

    Make sure you know the laws before you seek out clients from other advisors. You could end up in hot water.
  55. Costly Personality Traits In Financial Planning

    For people to be successful with their finances they must plan effectively. However, sometimes negative personality traits can hold people back.
  56. Should Investors Listen To Analyst Recommendations?

    Analysts cannot predict future events with absolute certainty any better than you can.
  57. 8 Qualities That Make A Good Insurance Agent

    Insurance agents must possess each of the following qualities in order to be successful.
  58. Help Your Clients Prepare For The Fiscal Cliff

    With the fiscal cliff fast approaching, financial advisors need to help prepare their clients for coming changes to their taxes.
  59. Working For An Independent Broker-Dealer Vs. A Big Bank

    Here is an overview of what broker-dealers and big banks have to offer to employees and the different opportunities available.
  60. Varieties Of Brokers And How To Pick The Best One

    Figuring out what kind of broker to use can be a daunting task. The key is figuring out just how much help you need.
  61. Is A Retirement Career Right For You?

    More and more people are realizing they must work part time during retirement. Here's a look at if you might have to.
  62. The Rise Of For-Women Advisor Practices

    For-women financial advisory firms help women navigate life changes such as marriage, children, retirement and widowhood.
  63. Jump Start Your Financial Career With The BAT

    The BAT is quickly becoming known in the job market as a tool to provide a window into the minds of those seeking financial jobs.
  64. 5 Top Ways New Advisors Can Land Clients

    Getting involved in the community and using social media are just some effective ways that advisors can meet potential clients.
  65. Is The CFA Worth The Effort?

    Find out if all of the effort devoted to obtaining the CFA is worth it, especially in today's crowded financial job market.
  66. CPA, CFA Or CFP® - Pick Your Abbreviation Carefully

    A couple of letters can mean a big difference. Find out which designation you need and how to get it.
  67. Becoming A Financial Analyst

    A career as a financial analyst requires preparation and hard work, but the payoff can be especially rewarding.
  68. Wanna Be A Bigwig? Try Investment Banking

    A career in this high-stress field can be very rewarding for the right person. Find out if you have what it takes.
  69. 4 Ways To Avoid Clientzillas

    Not every client can be ideal, so here are four ways to avoid the headaches that difficult clients can cause.
  70. Which Financial Careers Pay The Most?

    There are many job that can be considered "working in finance" but some definitely pay more than others.
  71. How To Land A Finance Job With A Bachelor's Degree

    Following these five tips will keep your resume out of the recycling bin.
  72. 4 Ways To Get A Head Start On Your Financial Career

    Breaking into the finance business is tough, but these tips can help.
  73. What Is Your Financial Services Business Worth?

    Understanding how much your practice is worth can help you make decisions about whether or not to sell the practice.
  74. Top Financial Careers In 2012

    Learn about the growth of the financial services sector and which industry niches are thriving in 2012.
  75. Careers For CFAs, CFPs® And CTAs

    Discover the differences between Chartered Financial Analyst, Certified Financial Planner™ and Commodity Trading Advisor credentials.
  76. Top Paying Math-Related Careers

    These jobs require specialized math skills that intimidate most laymen. But, for those with the wit and work ethic to attain this knowledge, there are many high-paying employment options.
  77. Future CEO? Get Your Start In Fixed Income

    Discover why working in fixed income can be your ticket to the highest professional goals you've set for yourself.
  78. Why There Are Few Sell Ratings On Wall Street

    We outline reasons that may show why enforcing more sell ratings isn't guaranteed to increase Wall Street's objectivity.
  79. Tips On Selling Your Financial Services Business

    Planning a sale or transition of your practice over time can help ease your clients into it and can net you a higher sale price.
  80. RV Travelers: A Niche Market For Advisors

    RV travelers can provide an interesting challenge for advisors.
  81. Fatten Up Your Take-Home Pay In 4 Easy Steps

    Many in the financial services industry are underpaid - don't be one of them.
  82. 4 Ways To Build Your Client Book

    Growing your client book takes more effort than simply running a radio or newspaper ad.
  83. Careers With Declining Salaries

    Whether due to the economy or increased competition, these careers are coming with lower and lower salaries.
  84. Unique Places Where Personal Finance Training Is Taught

    Consumers can get personal finance training from schools, the government, the military and a variety of community organizations.
  85. When (And How) To Fire A Client

    Firing the clients who take more of your time and effort than the revenue they contribute is a great way to improve your bottom line.
  86. Understanding Analyst Ratings

    Discover whether analyst recommendations are really worth listening to.
  87. Why Bad Credit Is Bad For Financial Careers

    In order to obtain and maintain a career in the financial industry, it is also important to have a clean credit report.
  88. Ethical Issues For Financial Advisors

    Learn what to do when that devil on your shoulder begins to whisper.
  89. Time Management Tips For Financial Professionals

    Learn about common time wasters and discover time-management tips that will get more work done in less time.
  90. Finding The Right Accounting Certification

    An accounting certification may be the boost your career needs. Find out how to get the most bang for your buck.
  91. 7 Types Of People Who Fail In Finance

    To work in finance, you must be hard working and team-oriented, here are some personalities that are not.
  92. How To Bring A Client Back

    Winning over a lost client isn't something you want to expend most of your effort on.
  93. Be A One-Stop Shop For Your Clients

    Offering comprehensive financial services can bring in business, but coordination is the key to success.
  94. How To Get Referrals

    Getting clients to cross your doorstep is one of the most challenging tasks in any business. Here are some tips.
  95. Advance Your Career With A Finance Job Overseas

    Many finance jobs have moved overseas, creating exciting opportunities. Find out how to get in on the trend.
  96. Advisors: How To Help Young Clients Plan For The Future

    Making high-risk investments isn't always the best course. Learn what other factors advisors should consider.
  97. An Introduction To Fiduciary Advisors

    Offering personalized solutions in a world of cookie-cutter advice may be your ticket to career perfection.
  98. How To Become A Day Trader

    We look at the training, tools, equipment and strategies needed to succeed as a day trader.
  99. Financial Careers Without A College Degree

    Credentials like on-the-job experience and licenses can be much more important for some financial careers.
  100. Find Your Niche In The Financial Industry

    In this article, we'll give you the tools you need to discover the financial career that fits you the best.
Trading Center