For investment banking, loan origination, or … Investment banking, for better or for worse, is one of the most elitist professions around. Chike Uzoka, founder and CEO of Valentine Global, is a prime example showing how to become a financial advisor without a degree. His career began when he joined New York Life Insurance Company by first obtaining his FINRA (then NASD) Series 6 and Series 7 licenses, as well as becoming licensed as an insurance agent. Essentially, investment bankers use their resources and contacts to raise capital for the company’s business ventures. An internship with an investment bank is a valuable asset and will help … In case you think that the stiff cost involved in getting an MBA degree makes it out of reach for you, you can even look at getting an equivalent degree which might be slightly less expensive. 2. The investment banker plays an essential role in corporations and businesses. Leverage Your Network to Capture Opportunities. Investment Banker Education Requirements. The path to starting work at an investment bank is fairly rote. Accessed May 19, 2020. At the outset it's important to note that social graces play some, but relatively little role in... Go to School. FINRA. Business Insider spoke to three venture capital insiders about how to get hired without a degree or job experience in finance. They help you gain expertise in select areas in a short duration and plug the gaps that you might have in your overall financial understanding. Starting in College Choose a banking-related major. Bill and account collectors. How to Become a Financial Advisor Without a Degree, Millennials: Finances, Investing, and Retirement, Accredited Asset Management Specialist (AAMS), There are a variety of different credentials related to accounting, Chike is Founder & Chief Innovation Officer for Valetine Global, LLC, Series 66 – Uniform Combined State Law Exam, Enrolled Agent Information for Former IRS Employees, SAFE Mortgage Licensing Act: Minimum Licensing Standards and Oversight Responsibilities. Unlike many other finance roles, investment bankers often come … However, investment bankers can be promoted to executive positions within the investment banking department of large commercial banks. Investopedia requires writers to use primary sources to support their work. While if you want to become an investment banker without a degree, it is not possible. To become an investment banker, the first step is to earn a Bachelor’s Degree from an accredited college or university. Identify a banking related major: It is the first step that a person needs to take while deciding about becoming an investment banker. To become a banker, you need at least a high school diploma but should consider a bachelor's degree, an internship, and/or a specialty, along with obtaining any required licensing. 1. Therefore, aspiring investment bankers must opt for an … Investment banking skills . While many universities advertise appealing career paths that their graduates go down after completing a finance degree, the truth is that many financial careers don't require a college education. If possible, enroll in a local library, or you could even look at reading books online where it is possible to get them at a much cheaper rate as well. . While the largest investment firms are based in major cities, opportunities at smaller, boutique investment firms also exist. Well, the moment you think about how to become an investment banker, the first question that might come to your mind if you can even dream of this career without a degree from college? Use a Trading Simulator. While in school, students will seek and get an internship at a firm. You need to find a similar field that deals with investments. Do NOT go get your master’s degree just to do it. ‍‍‍How Many Children Do You Have or How Many Do You Want to Have? Unlike many professions, you will... Get an Internship. Whatever your degree course, there’s a route into investment banking for anyone who wants it. To bring back the emphasis on finance and rechart your orientation, you must start looking at special courses geared towards enhancing your training in this field. Remember once you get the job, the client does not check your degree. In fact I’ve never even heard of a true degree in investment banking. Graduation in this industry and provide significant advantages when it comes to hired! 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