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Become a Financial Planning & Wealth Management Professional (FPWM)®

From financial planning to business development to relationship management, gain real-world financial planning and wealth management skills on demand.
  • Learn from industry professionals through practical, skills-based curriculum
  • 22 courses to choose from, with 11 required
  • Learn technical skills like asset allocation and portfolio re-balancing, and soft skills that prepare you for real-world client scenarios

FPWM® At a Glance

CFI’s Financial Planning and Wealth Management (FPWM®) 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 FPWM 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.

Program Overview

22 courses

Consisting of 7 prep courses, 7 core courses, and 8 electives

80+ Interactive exercises

Learn by doing with practical, real-world lessons and guided simulations

Expert instructors

Learn from seasoned professionals with decades of industry experience

New courses monthly

On the most sought-after subjects

Certificate of completion

To verify your knowledge

500,000+ 5 star ratings

Best-in-class content, as rated by you

How the FPWM® Program Works*

Step 1: Prep Courses Optional

To prepare for the program, take our 7 optional prep courses to learn or review the fundamentals.

Careers in Financial Planning and Wealth Management
Level 1
2.5 hours
Preview Course
Banking Products and Services
Level 1
4 hours
Preview Course
Applied Math Practice for Financial Advisors
Level 2
2.5 hours
Preview Course
Assessing Drivers of Business Growth
Level 2
2 hours
Preview Course
Reading Financial Statements
Level 2
1.5 hours
Preview Course
Excel Fundamentals - Formulas for Finance
Level 2
3.5 hours
Preview Course
Accounting Fundamentals
Level 2
2.5 hours
Preview Course
See All Prep Courses

Step 2: Core Courses Required

Complete 7 core courses to build a strong foundation in financial planning and wealth management.

Financial Planning Principles
Level 2
2.5 hours
Preview Course
Asset Classes and Financial Markets
Level 2
2.5 hours
Preview Course
Portfolio Management for Retail Clients
Level 2
2.5 hours
Preview Course
Economics for Financial Advisors
Level 1
2.5 hours
Preview Course
Risk Management and Insurance Planning
Level 2
3 hours
Preview Course
Effective Communication for Client Facing Advisors
Level 1
2 hours
Preview Course
Behavioral Finance
Level 1
4 hours
Preview Course
See All Core Courses

Step 3: Elective Courses

Choose a minimum of 4 electives (out of 8 available) to explore topics that interest you on specialized topics.

Fixed Income Fundamentals
Level 3
3.5 hours
Preview Course
Equity Markets Fundamentals
Level 3
4 hours
Preview Course
Derivatives Fundamentals
Level 3
2.5 hours
Preview Course
Spot Foreign Exchange
Level 2
2.5 hours
Preview Course
Commodities Fundamentals
Level 3
3 hours
Preview Course
Understanding Options
Level 3
2 hours
Preview Course
Business Writing Fundamentals
Level 1
2 hours
Preview Course
Private Banking
Level 3
4 hours
Preview Course
See All Elective Courses

Step 4: Get FPWM® Certified

Congratulations! Upon completion of the program, you will receive a block-chain digital certificate with your new credentials. You also have the option to order a physical certificate to be mailed to your door.

FPWM® Skill Categories & Learning Objectives

Financial Planning

See Details
  • Identify the parts of the 7-Step Financial Planning Process and describe the purpose of each step and how they collectively create a holistic financial plan.

    • Risk Management and Insurance Planning
    • Estate Planning
    • Education Planning
    • Retirement Planning

Practice Management

See Details
  • Explain the process of starting, running, and scaling your financial planning or wealth management practice.

    • Building Your Value Proposition
    • Pricing Your Services
    • Business Management
    • Team Building

Business Development

See Details
    • Describe modern strategies and tactics to build your book of business effectively.
    • Sales, Prospecting and Pipeline Development
    • Generating Centers of Influence (COIs)
    • Asking for Referrals

Relationship Management

See Details
    • Demonstrate excellence in identifying leads, filling a pipeline, prospecting, and working with High-Value Clients.
    • Effective Communication
    • Working with Client Concerns

Investment Management

See Details
  • Comprehensively establishes an investment mandate for even the most complex client scenarios.

    • Developing an Investment Policy Statement (IPS)
    • Asset Allocation
    • Economics

Taught by Industry Experts

Meeyeon Park
Meeyeon is the Director of the FPWM program. Diversity is her specialty, as she brings previous experience in portfolio management, investment banking, as well as general corporate finance from industry to CFI. Her area of focus is designing and creating engaging, practical content that will not only empower anyone and everyone curious about careers in financial advisory, wealth management, and capital markets, but also allow them to have fun along the way.
Scott Powell
Scott is the Co-Founder and Chief Content Officer of CFI. Over the past 30 years, he has focused on designing and delivering learning solutions for clients in the financial services sector – particularly in the areas of commercial banking, investment banking, capital markets, and asset management. Some of the organizations Scott has worked with over his career include ATB Financial, Bank of America Merrill Lynch, BCI, Credit Suisse, Coast Capital Savings, Deutsche Bank, Glenview Capital, HSBC, ING, Intact Insurance, JP Morgan, Royal Bank of Scotland, TD and many others.
Andrew Loo
Andrew is VP, Capital Markets at CFI. Prior to joining CFI in 2019, Andrew retired in 2017 as Managing Director at Nomura Securities in Hong Kong, where he managed the fixed income sales efforts to Central Banks and Sovereign Wealth Funds in the region. Prior to joining Nomura in 2011, he was the Head of Sales for Fixed Income, Commodity and Currencies for UBS AG in Hong Kong.

Explore Your Career Options With The FPWM®

Financial Planner

Identify clients’ financial goals, and provide tailor-made financial planning services and solutions using an array of investment and portfolio solutions.

Investment Advisor

Investment Advisors (IAs) partner with Relationship Managers to provide comprehensive investment services, including sophisticated investment products, to HNW clients.

Private Banker

Advise individuals and families on building, preserving, and managing their wealth.

Portfolio Manager, Retail

Retail Portfolio Managers act as a fiduciaries, and use a model-based investment approach to manage funds for High Net Worth and Ultra High Net Worth households on a discretionary basis.

Join Over 1.5 Million Learners Worldwide

Kobe Wastiels
Aspiring PE/VC Analyst...
At first, I was sceptical. Then I was intrigued. After 200 hours I was amazed. This course has taught me to create, visualize and present clear, flexible and structured financial models. It teaches you critical hard skills that are necessary...
Read more
Ihor Kukhar
Officer - Valuation Co...
Hey folks, After 6 months of studying, 19 courses, and over 900 lessons, I have finally completed Corporate Finance Institute® (CFI)’s Financial Modeling & Valuation Analyst Certification Program. I would definitely recommend it to anyone that is looking to get...
Read more
Muhammad Heryanto...
Corporate Finance & Bu...
I'm very grateful to finally earn my FMVA certification, after several months finishing up every module one-by-one.. Special thanks to Tim Vipond, FMVA®, Scott Powell, Jorge Marques, FMVA®, Lonny Coulombe, Antoine Bishara and all CFI team for such a great...
Read more
Stephen Moerane
Director Of Operations...
Today marks a very important milestone in my educational journey. I have been looking for a way to get into Finance but hadn't been able to identify a credential that would do the job without interrupting my work schedule. Thank...
Read more
German Rivera Per...
Corporate Finance Chief
After almost six months of courses , finally I have achieved the #FMVA ( Financial Modeling and Valuation Analyst) Certificate from Corporate Finance Institute® (CFI) . I want to thank Tim Vipond, FMVA® Scott Powell and all people from Corporate...
Read more

The Complete FPWM® Program is Included in your CFI Membership

Self-Study
$497 / year
Full-Immersion
$847 / year
On-demand Learning Experience
CFI's accredited certification programs
150+ courses, 5,000+ lessons and labs
300+ CPE credits
Guided case studies
Downloadable models, templates and guides
Quizzes, assignments, and certification exams
Digital Blockchain Verified Certificate
Real-world Finance Tools
Macabacus productivity add-in, $192 value
Capital IQ access
Refinitiv Workspace access
PitchBook access
Vertical IQ access
Personalized model review and feedback
Resume and cover letter review
Self-Study
$497 / year
Enroll Now
Full-Immersion
$847 / year
Enroll Now

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Frequently Asked Questions

Are CFI courses accredited?
CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, and by the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the US for CPE credits. You can find more information here.
Will these courses help me advance my career?
There is a proven track record of CFI graduates marking successful transitions into the careers of their dreams and this is based largely on the resources that we make available to our learners upon enrolment. Our training is designed to be fully practical and simulates the experience of being on-the-job. Additionally, we offer a wealth of information through our free career resources. The unique blend of all these elements is what sets us apart from other e-learning platforms when it comes to giving you all the tools you need to drive a successful career in finance.
Admission Requirements
All of our certification programs are open to learners and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to the advanced practical case studies. To take the courses and complete the exercises, learners will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection.
What is the duration of the program?
It takes an average of 4-6 months to complete the entire program. However, you are given the freedom to complete all of the training at your own pace! Please see the "What You'll Learn" section for recommended study hours for each course to give you a better idea for your time management.
How much time do I have to complete the courses?
Take as much time as you need. You will have access to all courses and all future upgrades in your subscription. You can review the video lessons as many times as you like and complete the courses at a pace that is most convenient for you.
How are the assessments conducted?
Learners are required to complete an online assessment (MCQ's, Fill-in-the-Blanks, and Technical Questions) at the end of each course. By successfully completing all 7 required core courses and 4 out of 7 electives, you will earn your FPWM® certification of completion.
Can I email the instructor if I have questions regarding the learning materials?
While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function which allows you to communicate directly with in-house experts in the area of study you are focusing on. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle.
Can I download and edit the course material and templates?
Yes! You can download and edit the Excel models and templates included in your courses. All of the files needed in a course are available for download. Please note that while our study materials can be downloaded, the lecture videos are only available online due to copyright infringement issues.
How do I earn my course certificates?
You need to complete all the video lessons, quizzes, and final assessments in each course to earn your course certificates. The certificate will then be available on your learner dashboard and also emailed to you as soon as you have completed all of the requirements.
How long does it take to receive my digital FPWM certification?
As soon as you complete the program! After completing the FPWM® program requirements (7 required & 4 elective courses) and passing the course assessments, you can immediately request your digital FPWM® certificate to be emailed to you by submitting your completed program through your learner dashboard. You also have the option to order a physical certificate to be mailed to your door.
Can I take more than 4 electives?
Take as many electives as you would like—all our content is available to you in your CFI subscription.
Can I order a physical copy of my FPWM® certificate?
Yes, you may order a physical copy of your FPWM® certificate by mail through your learner dashboard. Printed certificates are printed in high quality, large size certificate paper that measures 11.0 x 14.0 inches.
What currency are your courses priced in?
All of our online courses and programs are priced in USD.
What payment methods do you accept?
As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.
Are there any additional fees or costs?
None! The program tuition includes everything and there are no additional fees required to earn your digital certification.
More Questions?
You can view more detailed information through our Help Center or simply Email Us and we'll be happy to answer any of your questions!
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