how do i become an investment consultant 
most institutions require an individual to have a bachelor s degree for an investment consultant position preferred concentrations include business and finance though not necessarily required many investment consultants have a master s degree typically an mba investment consultants are required to hold series 7 and series 63 licenses which involve passing those exams for an entry level position not much experience is required however to move up the corporate ladder individuals will need to have significant on the job experience 