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If you were in my position as a sophomore, what would you prioritize over the next couple of years to successfully break into Financial Planning and Wealth Management?

I am a Sophomore in the Financial Economics program at Dillard University, and I am interested in financial planning and wealth management. If you were in my position as a sophomore, what would you prioritize over the next couple of years to successfully break into that field of work?

finance spring26 financial-planning financial-services
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Gail’s Answer

Hi there! Check if your university offers programs to help you prepare for the SIE (Securities Industry Essentials) exam. This exam lasts 1 hour and 45 minutes and includes 75 questions. Passing the SIE before you graduate can make you more attractive to financial firms and increase your chances of landing an internship.
Thank you comment icon Thanks for the help. Hayle
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Chen’s Answer

Make sure that you spend time in the real financial world. A few things you can do:
- Find internships.
- Go to networking events related to your area, meet people who worked in that area for years and get advices from them.
- Follow the news in financial market.
- Get a comprehensive understanding the different financial products.

Good luck!
Thank you comment icon Loved reading this, thanks! Hayle
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Kristen’s Answer

I would look for an investment club or investment student club. Another option is looking to get your Certified Financial Planner certification or consider Certified Financial Analyst certification.
Thank you comment icon Kristen, thank you! Hayle
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Justin’s Answer

Things may have changed since I last worked at a bank a 2 years ago but the major focus that they were looking to see from younger folks coming in was experience with data analytics. A lot of these banks and firms are moving towards a data focus to drive their decision making so I would say if you have any opportunities to learn more about data visualization, AI, modeling, etc. that's what I would take advantage of!
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Phil’s Answer

Along with your studies in Finance and Economics, learn about Accounting / Taxes. Actively learn and practice using A.I. tools for research, analysis, and preparing presentations.
Thank you comment icon Thank you so much! Hayle
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