10/07/2026
"Do I need a finance degree to become a financial advisor?"
It's one of the most common questions we receive.
The answer? No.
Many successful financial advisors in Singapore started out as:
• Teachers
• Engineers
• Nurses
• Marketers
• Hospitality professionals
• Civil servants
What matters more is your willingness to learn, communicate well, and genuinely help people make better financial decisions.
If you're considering a career switch, here's what you actually need:
✅ Be at least 21 years old
✅ Meet the minimum education requirements
✅ Pass the required CMFAS examinations
✅ Be appointed by a licensed financial advisory firm
The technical knowledge can be taught. The mindset and people skills are what make the difference.
We've put together a practical guide covering:
• Entry requirements
• CMFAS exams explained
• Expected income
• Career progression
• Common misconceptions
• How to get started (even without finance experience)
Read the full guide here: https://insurancejobs.sg/financial-advisor-singapore-requirements-guide/