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Becoming a wealth manager involves a combination of education, skills development, and professional certifications. To start, a bachelor’s degree in finance, economics, or a related field is typically required. Gaining experience in financial planning or investment management is essential, as it provides the foundation for understanding clients’ financial needs. Pursuing certifications, such as the Certified Financial Planner (CFP) or Chartered Wealth Manager (CWM), can further enhance your qualifications and credibility.
