Earn a bachelor’s degree in finance, economics, business, accounting, or a related field
Build strong knowledge of stocks, bonds, markets, and financial regulations
Develop skills in sales, communication, analysis, and client service
Apply for an entry-level position at a brokerage firm or financial institution
Pass the required licensing exams for your country or region
Register with the appropriate regulatory authority
Complete any required background checks and compliance training
Gain experience in trading, investing, and client account management
Build a professional network and client base
Stay updated on market trends, regulations, and industry changes
Pursue additional certifications if needed to advance your career