To prepare for the program, take our 8 optional prep courses to learn or review the fundamentals.
CFI’s Financial Planning and Wealth Management (FPWMP™) program will equip you with the skills, knowledge, and tools to become a successful financial planner or wealth advisor through a comprehensive, on-demand course catalog.
The FPWMP will add value to your career, whether you are an aspiring financial advisor, or an experienced advisor looking to take your practice to the next level. By following our curated curriculum designed for all learners of all experience levels, you will develop the skills to build and grow a practice to advise a wide range of clients with varying levels of complexity.
Take the first step to becoming a world-class financial advisor and learn the economic, financial product, and portfolio management skills necessary to drive your career forward.
29 courses
Consisting of 8 prep courses, 12 core courses, and 9 electives
130+ interactive exercises
Learn by doing with guided simulations
Blockchain certificate
To verify your skills
500,000+ 5-star ratings
Best-in-class training, as rated by you
To prepare for the program, take our 8 optional prep courses to learn or review the fundamentals.
Complete 12 core courses to build a strong foundation in financial planning and wealth management.
Choose a minimum of 4 electives (out of 9 available) to explore topics that interest you on specialized topics.
Congratulations! Upon completion of the program, you will receive a block-chain digital certificate with your new credentials.
Over 85% of executives, supervisors, and HR professionals agree that certified individuals bring value, gain credibility, and are seen as top performers.
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Over 75% of CFI learners report improved productivity or competency within weeks.
This was pretty thorough and insightful into how insurance works and why financial planning has to be wholistic.
This program will show you how top financial planners and wealth advisors make informed decisions. Through a sequence of courses, you will learn the skills, knowledge, and tools to become a successful finance professional.
Systematic way of providing information and very nicely explained each concepts in wealth management.
Exceptional course for beginners to know details about Wealth Management. Well designed and articulated with graphics are engaging.
If you haven’t found your answer from our FAQ, please send us a message.
If you haven’t found your answer from our FAQ, please send us a message.