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Developing a High Impact Financial Plan Overview

The financial planning and wealth management industry is a competitive landscape ranging from individual practices to large corporate wealth managers. As such, it is important for you, as an advisor, to be offering best-in-class service to your clients by adding value, lowering fees, and deepening your client relationships. In CFI’s “Developing a High Impact Financial Plan” course, we will introduce the 7 core components of a financial plan and each of them will add value for your clients.

Developing a High Impact Financial Plan Learning Objectives

  • Demonstrate the value that integrating financial plans into a wealth management practice can bring clients and Advisors.
  • Explain the 7 Core Components of Financial Planning and how they relate to specific client scenarios.
  • Advise clients on best practices for effective goal-setting and how to make their dreams a reality.
  • Support clients as they prioritize their financial goals and make adjustments throughout the relationship.
  • Assess the risks and considerations that the current retirement landscape brings into a modern Wealth Management practice. 
  • Apply their learning in a variety of Interactive Exercises and challenges to see how this content applies in real-world practice.

Recommended Prerequisite Program 

The prerequisites are optional, but we recommend you complete these courses or possess the equivalent knowledge prior to enrolling in this course:

  1. Effective Communication for Client Facing Advisors
  2. Networking, Prospecting and Converting Leads
  3. Mastering Client Discovery

Who should take this course?

This course is for anyone interested in pursuing a portfolio manager designation in the wealth management field, as well as anyone who wants a deeper understanding of how to invest and maintain their investment portfolio.

Developing a High Impact Financial Plan

Led by Mark R.
Get Started

Level 2

Approx 2.5h to complete

100% online and self-paced

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What you'll learn


This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Financial Planning & Wealth Management (FPWM)™ Certification
Developing a High Impact Financial Plan is part of the Financial Planning & Wealth Management (FPWM)™ certification, which includes 29 courses.
  • Skills Learned Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
  • Career Prep Financial Planner, Investment Advisor, Portfolio Manager

Frequently asked questions

What are the requirements to take the courses?
All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements
Can I download the Excel files and financial modeling templates for the course?
Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.
How long do I have to complete the courses?
You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.
Are CFI courses officially accredited?
Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.
Are there any additional fees or costs?
None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.
What currency are your courses priced in?
All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.
How do I earn my certificates?
Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.
How are the exams conducted?
Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment
Can I email the instructor if I have questions?
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 that allows you to communicate directly with in-house experts regarding course content. 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. You can compare more features in our bundles here.
Will these courses help me advance my career?
Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.
More Questions?
You can view more detailed information through our Help Center or Email us and we'll be happy to answer any of your questions
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