How Long Does It Take, What Degree Do You Need, and More.
What degree do you need
One of the most common questions that we always get is what major or degree do I need to become Investment Underwriters or what courses do I need to take.
We also asked Investment Underwriters what did they major in college or university and here are the top 5 most popular majors that came up.
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How hard is it
You will need a considerable amount of work-related skill, knowledge or experience to be an Investment Underwriter. For example, an accountant must complete 4 years of college and work for several years in accounting to be considered qualified.
Careers in this difficulty category will usually need several years of work-related experience, on-the-job training, and/or vocational training. These careers usually involve coordinating, supervising, managing, or training others. Similar careers include sales managers, database administrators, chemists, and art directors.
License and certifications
conduct quantitative analyses of information affecting investment programs of public or private institutions.
coordinate and document internal regulatory processes, such as internal audits, inspections, license renewals, or registrations. May compile and prepare materials for submission to regulatory agencies.
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.
appraise real property to determine its value for purchase, sales, investment, mortgage, or loan purposes.
analyze credit data and financial statements of individuals or firms to determine the degree of risk involved in extending credit or lending money. Prepare reports with credit information for use in decision making.
Related to Investment Underwriters Requirements
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