To prepare for the program, take our 8 optional prep courses to learn or review the fundamentals.
Step 1.
For Individuals
For Teams
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FPWMP program: 29 total courses, 16 required for exam eligibility -
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Self-paced & 100% online -
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Get full FPWMP program, community, & more with a CFI membership
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Get this program and CFI's full training catalog for your organization -
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Manage learning, create custom paths & measure progress -
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For teams of 2 or more learners
FPWMP® Program Overview
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.
Program Overview
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
How the FPWMP® Program Works
Step 2.
Core Courses
Required
Complete 12 core courses to build a strong foundation in financial planning and wealth management.
Step 3.
Elective Courses
Choose a minimum of 4 electives (out of 9 available) to explore topics that interest you on specialized topics.
Step 4.
Final Exam
After completing the required courses, take the final exam (with a minimum passing grade of 70%) to earn your program certification.
Step 5.
Get FPWMP® Certified
Congratulations! Upon completion of the program, you will receive a block-chain digital certificate with your new credentials.
FPWMP® Skill Categories & Learning Objectives
1
20%
Financial Planning
2
20%
Practice Management
3
20%
Business Development
4
20%
Relationship Management
5
20%
Investment Management
1
2
3
4
5
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1.20%Financial Planning
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2.20%Practice Management
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3.20%Business Development
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4.20%Relationship Management
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5.20%Investment Management
Taught by Industry Experts
Meeyeon Park
Meeyeon is based in Vancouver, BC. Having spent most of her career in Toronto, Meeyeon has previous experience in both the buy/sell-side of Finance with roles at Ontario Teachers Pension Plan in Fixed Income Portfolio Management and BMO Capital Markets in Investment Banking. Meeyeon holds a Bachelor of Business Administration, with High Distinction, from the University of Toronto.
Scott Powell
Scott is the Co-Founder 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.
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.
Careers in Financial Planning & Wealth Management
Over 85% of executives, supervisors, and HR professionals agree that certified individuals bring value, gain credibility, and are seen as top performers.
* Source
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Investment Advisor
Investment Advisors (IAs) partner with Relationship Managers to provide comprehensive investment services, including sophisticated investment products, to HNW clients. -
![Private Banker]()
Private Banker
Advise individuals and families on building, preserving, and managing their wealth. -
![Financial Planner]()
Financial Planner
Identify clients’ financial goals, and provide tailor-made financial planning services and solutions using an array of investment and portfolio solutions. -
![Portfolio Manager, Retail]()
Portfolio Manager, Retail
Retail Portfolio Managers use model-based investing for High Net Worth and Ultra High Net Worth households.
What Our Students Say
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.
David Rose
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.
Hugo Moreira
Systematic way of providing information and very nicely explained each concepts in wealth management.
Raktim Ray
Exceptional course for beginners to know details about Wealth Management. Well designed and articulated with graphics are engaging.
Syed Adil
Frequently Asked Questions
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.
