[header] How to become a financial advisor [title] Get a bachelor's degree in a finance-related discipline. [step] Most financial advisors have at least a four-year degree in a discipline such as finance or accounting. Choose an area that interests you and that you want to pursue as a career. 
[substeps] Take introductory courses in retirement and estate planning, income tax, investment strategies, and risk management. Then take advanced courses in the areas that interest you the most.