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To become a trader, individuals need outstanding skill and an ability to really see the future of an investment opportunity. These individuals must spend a great deal of time learning how to be involved in this field. To do so, they will need both formal trader training and a good deal of on the job trader training. Often, success from investments comes only after long-term experience is gained. Many individuals cannot grow their clientele until they prove their ability to make wise investment decisions.

Formal Education Requirements

For those who will work as a trader, it is critical to have a formal level of training in the field. Even entry-level positions require having at least a bachelor’s degree. Most positions, especially those positions in which the individual is providing advice to others, require a master’s degree. Formal training will require study in topics such as finance, accounting, economics, and business. Most will also hire those who have specializations in investment education. Often, individuals in their last year of college level education will be able to obtain summer intern positions which can help them to get the on the job training that is so valuable in this field.

Those who enter the field and begin working may decide to go back to school to get their master’s degree or MBA. Those who wish to be in high-level positions within this industry need this type of skill, but real world experience in the field is also important.

Trader Training

Once an individual completes the required education from an accredited school, they will then need on the job training. The company that hires the individual often gives this type of training. It will include education in the specifics of how the business works, including the types of products and services the company provides to clients. The goal here is to ensure the individual is able to work within the company’s policies and requirements in selling and buying securities. Many times, this type of training also requires the attendance of the individual at training sessions, conferences and other seminars to further skills.


In some situations, individuals must obtain a license from a state agency. Those who work in this field may need to complete a series of tests called the FINRA, or Financial Industry Regulatory Authority exams. These will test the knowledge of the investor on all levels. Most will need to maintain continuing education in the field to maintain their license. Anyone selling financial products or services on behalf of a company or to any individual or business must have this type of license.

In addition to these trader training steps, many will also earn their Chartered Financial Analyst certification. This means that these individuals have the ability to provide advice to clients. Advancement opportunities into senior management positions may require additional education and training in business management. This is often handled in-house though some will enroll in master or PhD level courses to further their ability to qualify for some of these very high-end positions.


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