Personal Financial Advisor

Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients’ assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. May also buy and sell financial assets for clients.

Learn more about this occupation on Mapping Your Future and SDMyLife.

To login to SDMyLife.com, use your K12 email address (username) and K12 email password (password).

Degree Typically Required

Typical requirement for first-year college math course

These college courses are the minimum math requirements for related degree programs and could vary based on the specific college.

 
University Bachelor’s Degree:

Survey of Calculus (MATH 121)

 

Relevant High School Dual Opportunities

High school dual credit can help students save time and money. See the relevant options below. (Students select one.)

  • HSDC College Algebra (MATH 114)
  • HSDC Pre-Calculus (MATH 115)*
  • HSDC Trigonometry (MATH 120)*
  • HSDC Survey of Calculus (MATH 121)*

*Students must satisfy prerequisite coursework or place directly through placement testing. Talk to your school counselor to determine the best course for you.

Explore Dual Credit

Be Strategic

Example coursework below shows a path that is South Dakota Opportunity Scholarship eligible and saves time and money through dual credit.

 

8th Grade:

8th Grade Math

9th Grade:

Algebra I

10th Grade:

Geometry

11th Grade:

Algebra II

12th Grade:

Pre-Calculus/Trigonometry

or

Relevant HSDC Course,

depending on degree type

There are multiple paths a student could take to prepare for the college math course required for their degree. Talk to your school counselor and see other routes in the Math Pathways PDF below.

See Math Pathways

Find South Dakota Colleges with Related Degree Programs*

Click the button below to find South Dakota colleges with degree programs to prepare you for this occupation.

Opportunities in South Dakota

*There may be colleges with relevant degree programs not listed in this data source, including new college programs that haven’t yet had graduates, or those not yet linked to the specific job title.


Advising Notes

  • Taking the highest-level math attainable to you is highly recommended because it provides growth opportunities for future advancement.

Chart Your Own Math Pathway

If you're still deciding on what career might fit you best, use our career search tool to find your desired occupation and learn more about the math pathways best suited for your career of choice.

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