Obtain at least a bachelor's degree in finance, business or economics from an accredited college or university or an accredited business institute.
Pursue a graduate certification such as the (CFA) designation to increase your chances of success in finding employment and moving up in the field of investment management.
Gain experience in the financial field by working in a bank or in corporate finance. Become familiar with long-range and short-range returns, risk, diversification and investment styles.
Become certified through the American Academy of Financial Management. Meet all requirements, including education, experience and pass an examination for consideration. Certifications include Chartered Portfolio Manager (CPM) and Chartered Risk Analyst (CRA).
Seek employment in banks, investment firms, trust companies, insurance companies or corporate financial departments. Decide if you wish to manage smaller, personal portfolios or take on large investments such as corporate pension funds or mutual funds.
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