Where do you find yourself?

I wish my work had more meaning. I don’t feel like I make much of a difference in what I do.


Seeing a client reach their financial goals is one of the most fulfilling parts of a financial advisor’s job. You not only help people with money, but also help them find stability so they can live the life they’ve always wanted.

I am more involved in operations and support than I’d like to be. I wish I had more opportunities to work directly with clients.


Consider becoming a financial advisor. Financial advisors work directly with individuals as they help them manage their finances and prepare for retirement.

I don’t feel like my work is challenging enough. My professional development has reached a plateau, and I feel stuck.


Have you considered getting a graduate degree? Taking advanced courses that focus on various aspects of financial services can help you hone your skills as you propel yourself towards your next, more challenging career opportunity.

Next steps

I would love to become a portfolio manager, but I’m not sure how to get there.


To manage the best portfolios, you will need to hold the Chartered Financial Analyst® designation. Becoming a CFA® charterholder gives you credibility and deeper experience in financial analytics.

I want to prepare myself to own a financial planning or investment advising firm.


Nothing communicates credibility better than a graduate degree in your chosen profession. It sends a strong message to your clients and firm owners that you are serious about financial services.


No matter your reason for feeling stuck in your career, UVU has a team of faculty, staff, and advisors who can help you find the best, personalized solution. Find out more about UVU’s Master of Financial Planning & Analytics (MFPA) program.


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