<p>I'm majoring with a BBA in Economics and had a question about the name of a career. I now it exists but what would you call someone who helps people set up there finances? For example helping them with retirement, college saving, and other things like that? Also would my degree be fine for this? Any information would be greatly appreciated. Thanks!</p>
<p>Financial advisor. Help rich people become even richer… Not a bad place to be right?</p>
<p>Sounds like a Financial Advisor or Financial Planner to me.</p>
<p>That’s definitely Financial Planning. For that, accounting is pretty good, finance is a also decent. Look into getting a CFP designation.</p>
<p>Thanks for the information guys! Would you say I could still do this with a BBA in economics? I’m not really looking to work for the biggest name out there either.</p>
<p>Normally, that would a financial advisor (as people have already mentioned.) Since you would have to work with people a lot to gain your client base (unless all you wanna do is trading and working behind the scenes), I would recommend majoring in something more human than finance or actuarial sci. Once you graduate and are out on the job market, you would have to go through financial training at a bank and pass additional exams, like [General</a> Securities Representative Exam - Wikipedia, the free encyclopedia](<a href=“http://en.wikipedia.org/wiki/General_Securities_Representative_Exam]General”>Series 7 exam - Wikipedia), Series 7. </p>
<p>Best of luck with your career!</p>
<p>No… Just no…</p>
<p>Johnnyham, this is definitely deja vu for me. My son wanted the same thing. He majored in accounting and had a concentration in financial planning. He then got his masters in financial planning from Bentley University,which has one of the two top programs in the US.</p>
<p>Yes, you can go into financial planning with a BA in economics, but you would have been better off majoring in accounting. This would have also enabled you to work in the financial planning department of an accounting firm.</p>
<p>You would need to take about six courses if you want to take the CFP exam. You can do this online with the American College ( see [The</a> American College](<a href=“http://www.theamericancollege.edu/]The”>http://www.theamericancollege.edu/)) or you can get a masters in financial planning.</p>
<p>The two top schools that have masters programs are Bentley University in Boston and Texas Tech in Lubbick. I believe that both University of Miami and UC San Diego also have programs that are part financial planning and part taxation. I should also note that Texas Tech is the only school in the US that has offers a PHD in Financial Planning, if that is of interest to you. </p>
<p>Be advised that what you want to do is essentially a marketing job. Yes, you get to plan investments and retirement,but you would need the clients before you can do the work.</p>
<p>I should note that you can be a pension specialists that is hired by financial firms;however, this usually takes a law degree with a subsequent specialization in pensions, which is a specialty unto itself.</p>
<p>Finally I wanted to note that if you are successful in marketing clients, you can make a LOT of money in financial planning. In fact, the ones who have thriving financial planning practices make the most money among my most successful friends. I have one friend who NETS more than two-million per year in financial planning! It can definitely be a very lucrative field. However, as I noted, you need to be able to market yourself well.</p>
<p>Thanks everyone for your help!</p>