Friday, March 24

What qualifications do you need to get into finance

A lot of people are confused as to what qualifications they need to get into finance. This is one of the most profitable industries, and it will surprise you that you don't need any qualifications. But if you want to move up in the financial world, you'll need to get a few professional qualifications.

Let's take a look at the apprenticeship-available career paths within the finance industry.

Mortgage Advice

Being a mortgage advisor is actually a very gratifying career because you will be helping individuals through one of the largest life changes: purchasing a new house.

That implies that you will confidently and clearly explain difficult concepts and problems, so it's critical that you are knowledgeable! To start in the profession and achieve the necessary knowledge with a credential recognized by employers and clients alike, you will require an apprenticeship as a mortgage advisor and a Certificate in Mortgage Advice and practice.


Although accounting has a reputation for being "boring" and math-intensive, there is a good reason why the UK has close to 280,000 accountants with professional qualifications. A position in accounting could also mean you directly influence how a company runs.

You'll need an AAT (Association of Accounting Technicians) credential to get started. AAT is a globally recognized credential that will teach you everything from the very basics of accounting to the most intricate accountancy issues. Even individuals who have earned a degree nevertheless yearn for the practical training of an AAT certification and an accounting apprenticeship!

Join an accountancy membership organization like the ICPA, a membership organization in the United Kingdom for small accountants. All practicing accountants are eligible to join, whether through a recognized organization or through experience. The purpose of the membership is to assist accountants in supporting their clients.

Financial Administrator

Financial admin apprenticeships are a good way to break into the finance industry if you're hoping to take on a more administrative-based position. In addition to developing a flexible skill set typical of administrative tasks, this position will teach you everything there is to know about the inner workings of the financial services sector.

Supporting new customers will put your sales and customer service skills to the test in this capacity. You will also write reports about the company's finances. This will improve your analytical skills and help the business run smoothly.


Insurance apprenticeships are gaining significantly more recognition. You will get the chance to learn practical skills while working and become fluent in words relevant to your business through the on-the-job training you will receive.

You will earn a CII Award in Insurance during this apprenticeship, which is a significant and esteemed credential in the insurance sector. Most of the time, this position will require you to resolve insurance claims and interact with the public while utilizing your newly acquired insurance background knowledge.

Professionals in finance can earn above-average salaries and have several promotion prospects. A great number of entry-level financial professions also provide employees with opportunities to communicate with higher-level executives and managers. Many entry-level financial positions also allow employees to interact with executives and managers. This assists aspiring financial professionals in gaining valuable experience, expanding their professional network, and advancing their careers.




  1. Thanks for sharing all that is needed to get into finance! I was terrible in math which disqualifies me. Lol!


  2. Wow who knew. Lots of eye opening information here, good to know!

    Allie of

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