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

Get certified online, master technical and soft skills, and stand out to clients–no prior experience necessary

26 practical courses, with 16 required to earn FPWM certification
Skills: Financial Planning, Practice Management, Business Dev, Relationship Management, Investment Management, and more
Career paths: Financial Planning, Investment Advisement, Portfolio Management, Retail, Private Banking, and more

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

26 courses

Consisting of 7 prep courses, 12 core courses, and 7 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.

See All Prep Courses

Step 2: Core Courses Required

Complete 12 core courses to build a strong foundation in financial planning and wealth management.

See All Core Courses

Step 3: Elective Courses

Choose a minimum of 4 electives (out of 7 available) to explore topics that interest you on specialized topics.

See All Elective Courses

Step 4: Final Exam

After completing the required courses, take a final exam in financial planning & wealth management (with a minimum passing grade of 70%) to earn your certificate.

Step 5: 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

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...

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...

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...

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...

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...

	Self-Study USD $497 / year	Full-Immersion USD $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, $300 value
Personalized model review and feedback
Resume and cover letter review
Access to an intelligent, AI-powered chat widget integrated into your course experience
	Self-Study USD $497 / year Enroll Now	Full-Immersion USD $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. Additionally, We also offer ACH and Wire transfer options exclusively for corporate transactions, though not available for self-service payment. Contact our team for more details.

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.

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

FPWM™ At a Glance

Program Overview

26 courses

80+ Interactive exercises

Expert instructors

New courses monthly

Certificate of completion

500,000+ 5 star ratings

How the FPWM™ Program Works*

Step 1: Prep Courses Optional

Introduction to Financial Planning and Wealth Management: Industry and Careers

Banking Products and Services

Math for Finance Professionals

Assessing Drivers of Business Growth

Excel Fundamentals - Formulas for Finance

Accounting Fundamentals

Reading Financial Statements

Step 2: Core Courses Required

Financial Planning Principles

Asset Classes and Financial Markets

Portfolio Management for Retail Clients

Economics for Financial Advisors

Risk Management and Insurance Planning

Effective Communication for Client Facing Advisors

Effective Business Writing

Behavioral Finance

Alternative Investments for Wealth Advisors

Networking, Prospecting, & Converting Leads

Mastering Client Discovery

Professional Ethics

Step 3: Elective Courses

Fixed Income Fundamentals

Equity Markets Fundamentals

Derivatives Fundamentals

Spot Foreign Exchange

Commodities Fundamentals

Understanding Options

Private Banking

Step 4: Final Exam

Step 5: Get FPWM™ Certified

FPWM™ Skill Categories & Learning Objectives

Financial Planning

Practice Management

Business Development

Relationship Management

Investment Management