How to become a Financial Consultant
Financial consultants analyze financial information, develop models and plans, advise clients or business leaders, and provide recommendations involving investments, budgeting, forecasting, capital allocation, risk, operational performance, and long-term financial strategy.
Top Skills Required
- Financial planning and analysis
- Financial modeling
- Budgeting and forecasting
Education & Certifications
Typical: Bachelor's degree in finance, accounting, economics, business administration, or a related field.
Alternative paths:
- Engineering degree for utility and infrastructure consulting
- Public affairs or public administration degree
- MBA or master's degree in finance or accounting
- CPA certification
- Financial planning or investment advisory certifications