How to Become a Personal Finance Copywriter

Personal finance is a specialised subject and therefore a choice topic for copywriting. While many people around the world manage their own finances, few people feel they do an excellent job. Readers from all socioeconomic classes can benefit from financial advice.

In fact, educating others on the best ways to save and spend their money is not only rewarding but in demand.

Most personal finance copywriters find that all they need for success is a laptop, desk, and comfortable chair. Armed with these simple tools, you can choose to work from your home office or favourite coffee shop. There are however a few key skills you will need to be a successful personal finance Copywriter:

  • First, you must be able to write in a clean and concise way – readers must be able to easily understand what you are discussing.
  • Preferably, you should also have a strong curiosity for personal finance. While A personal finance Copywriter doesn’t need to be an expert in personal finance before they start writing, they do need the curiosity and drive to twist their findings into an interesting story.
  • Finally, copywriters must work efficiently to meet deadlines. Articles that are published in a timely manner are best received by readers.

Taking the First Steps

With these skills in mind, here are the first steps you should take to become a personal finance copywriter:

  1. Research: Although you may already have a lot of opinions and experience in personal finance, it is helpful to have a second opinion. Back up your personal finance advice with hard research. There are plenty of personal finance websites, blogs, and books like the ones listed on WiseBread, which you can comb through for ideas.
  1. Decide Whether Or Not To Go Solo: Copywriters can decide to freelance or work directly for a copywriting agency. There are advantages to each choice. As a freelancer, you have freedom over your work, pay, and the content of your articles. Yet you may find yourself frequently hustling in an effort to find paid work. Many companies take on copywriters as regular employees. If you aren’t quite comfortable going solo, this may be the best option.
  1. Start Building Your Portfolio: Most copywriters find it difficult to get paid for their writing before they have a solid portfolio in place. Try sending samples to your friends and clients. Whether you work for an agency or freelance, your portfolio goes a long way in demonstrating your capabilities.
  1. Practice What You Teach: Don’t write articles based on research alone. As a personal finance copywriter, you are in a unique position to write from personal experience. Readers want to hear about your financial successes and failures, and sharing gives your writing the stamp of authenticity. Check the personal stories on for ideas.
  1. Know Your Audience: Personal finance tips that work for the rich might alienate the poor. Know your readers and cater your financial advice to their needs.

Keep these five steps in mind, and you will be well on your way to copywriting success. Good luck.


About the author: Rob Truslove


SEO Manager at Hello SEO Copywriting, specialising in SEO website content, organic link building, and social media management. Outside of work, I’m a keen (but slow) runner, a cinema geek and technology enthusiast.

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This article was first published by Rob Truslove

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