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Investment Professionals

Education and Training Requirements

High School

Since investment professionals work with numbers and compile data, you should take as many math classes as you can. Accounting, business, economics, and computer classes will be helpful as well. A good grasp of computer spreadsheet programs such as Excel is vital. Take extra care as you research and write reports in any subject matter or in public speaking, and it will pay off later when you must conduct investment research and write and present investment recommendations. 

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