How To Become A Financial Adviser, Part 1

This week, Roger and I discuss the answer to a frequently-asked question - how does one become a financial adviser? Clearly Roger and I make it look like a sexy profession, but as you can imagine, we have lots to say on the subject… Shownotes: 01:47 - What People Think Financial Advisers Do (and Why That's Incomplete) 07:25 - The Structure of a Modern Advice Firm 17:29 - Career Progression 22:31 - Qualifications and Regulation (The Reality, Not the Myth) 29:14 - Routes Into the Profession 37:20 - The Economics of Advice (High-Level) 46:39 - Who the HARD Side Will Appeal To

You can listen to How To Become A Financial Adviser, Part 1 online on Radio and Podcast. Open the player on this page to stream the available audio.

How To Become A Financial Adviser, Part 1 is an episode from The Meaningful Money Personal Finance Podcast by Pete Matthew.

This episode is 50:37 long.

This episode was published on Jan 28, 2026.

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