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1. Obtain at least a Bachelor's degree if not an MBA, ideally in the field of statistics, international finance, economics, math or accounting. Gain an internship during your junior or senior year at a reputable financial institution and get hired upon graduation.
2. Pass the examination offered by your brokerage firm based on the training you received within the company.If you pass this weed-out course, ask for sponsorship from your employer. Use this sponsorship to sit for the Series 3 exam offered by the Financial Industry Regulatory Authority. Pass the two-and-a-half-hour, 120-question test to gain licensing and permission to buy and sell commodities including foreign currency.To gain consideration for promotion as an account manager, earn the credentials of a Certified Financial Planner. Ensure you meet all of the requirements to obtain CFP designation, which include possessing a college degree, passing another test and working three years in the financial planning field.
3. Excel in the tasks issued to you during the first couple of years in your firm. Solicit new clients over the phone by placing cold calls and forge relationships with other businesses and potential new clients.Do well within your team as an analyst, where the firm will likely have you specialize in a certain financial instrument or region first. Or perform well on the trading floor as a way to gain recognition from the management team.After earning enough money on the trading floor and building an extensive customer base, appeal to the higher-ups for the promotion of an account manager. Expect this process to take several years, depending on your formative success and overall likability.