Careers in Financial Planning and Wealth Management

Name: Careers in Financial Planning and Wealth Management
Rating: 4.91 (57 reviews)

This course introduces you to the holistic, 7-step financial planning process that underpins the journey an advisor takes their clients through. You will learn about the common milestones in life that you may want to plan for, and how an advisor will guide you through the journey.

Identify the seven steps in the financial planning process
Describe the purpose of a financial plan and why it is important
Create a client in-take profile with comprehensive quantitative and qualitative information

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Overview

Careers in Financial Planning and Wealth Management

Careers in financial planning and wealth management are incredibly direct, meaningful, and impactful. It takes more than one advisor to help build a financial life plan for an individual or family, and this course explores all those career paths available behind the scenes.

Careers in Financial Planning and Wealth Management Learning Objectives

Describe what makes someone successful in financial planning and wealth management
Explain the compensation structure for financial planners and wealth managers
Identify differences and similarities between the various careers in financial planning and wealth management
Understand what a typical day-in-the-life is for career paths discussed
Determine what financial planning and wealth management career path may be best suited for your passion, skillset, and personality
Explain where people in financial planning and wealth management work

Who Should Take This Course?

This Careers in Financial Planning and Wealth Management course has been tailor-made for those interested in pursuing a career in financial planning and wealth management.

Careers in Financial Planning and Wealth Management

Led by Meeyeon Park

Led by Mark R.

Get Started Enroll For Free

Level 1

Approx 2.5h to complete

100% online and self-paced

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What you'll learn

Lesson

Multimedia

Exams

Files

Introduction

Course Introduction

Downloadable Material

Careers in Financial Planning and Wealth Management

Mapping Our Programs to Your Career Interests

Financial Planning vs. Wealth Management - Part 1

Financial Planning vs. Wealth Management - Part 2

Financial Planning

Financial Planners

Financial Planners: The Compensation

Investment Advisor Fees Exercise

Wealth Management: The Roles

Investment Advisors (IAs) - Part 1

Investment Advisors (IAs) - Part 2

Investment Advisors (IAs) - Part 3

Portfolio Managers (PMs) - Part 1

Portfolio Managers (PMs) - Part 2

Portfolio Managers (PMs) - Part 3

Compensation in Wealth Management - Part 1

Compensation in Wealth Management - Part 2

Compensation in Wealth Management - Part 3

Considerations for Both Career Paths

Job Risks and Fit - Part 1

Job Risks and Fit - Part 2

Job Risks and Fit - Part 3

Job Risks and Fit - Part 4

Commonalities to Consider Across the Board - Part 1

Commonalities to Consider Across the Board - Part 2

Interactive Exercise 1

What Advisors Do | What Makes The Career Path Attractive

What Advisors Do And What Makes the Career Attractive - Part 1

What Advisors Do And What Makes the Career Attractive - Part 2

What Advisors Do And What Makes the Career Attractive - Part 3

What Advisors Do And What Makes the Career Attractive - Part 4

What Advisors Do And What Makes the Career Attractive - Part 5

Getting Recruited

Where Do FPs and WMs Work - Part 1

Career Poll

Interactive Exercise 2

Where Do FPs and WMs Work - Part 2

Where Do FPs and WMs Work - Part 3

Where Do FPs and WMs Work - Part 4

Interactive Exercise 3

Conclusion

Qualified Assessment

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

Careers in Financial Planning and Wealth Management is part of the Financial Planning & Wealth Management (FPWM)™ certification, which includes 26 courses.

Skills Learned Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
Career Prep Financial Planner, Investment Advisor, Portfolio Manager

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What our students say

Loved It
I recommend it to anyone who wants to have understanding and good knowledge about this field

Satwik Pandey

Am in love with platform.

abdul majeed amadu

Very useful
The course is very informative and useful for every one must learn from the course. Thanks for free course.

Ranjit Ugale

Awesomely informative and engaging
It's very clear and easy to listen to. I am looking forward to learning more.

Stefan Graham

I can now establish my private financial advisor template.

Lydia Angolo Endjala

Happy to learn new knowledge
In general, it really helps me in terms of developing soft skills with methods that make it easier for workers which can be carried out in my free time at work. There needs to be more free certificates such as FMVA or FPWM.

Temy Kurniawan

AMAZED
Each course or lesson is carefully curated to be precise, concised and highly applicable to give a holistic view of the financial profession as a whole.

Kingsly Ako Enoh

One of the best courses
Thank you for everything

Talhaoui Yassine

good
the material are up to date and easy to understand

Yudha Satya

Adaptive to the course
The course is very practicable and applicable.

Faustina Agyin

Excellency means CFI
Keep your mind calm and go with flow and CFI.

Muskan Swarnkar

Am glad to participate in the CFI online courses. It's very impactful

Fashoranti Adebayo

Educative
It was really educating. I learned so much

Adenrele David

Excellent
I would recommend everyone for basic knowledge.

Sulaman Mughal

Financial Freedom
Finally, I now understand what Financial Planners do and might need to get their service as well,

Damilare Olayiwola

Good foundation program
The program gives insights in what it takes for the bug role ahead and what the work requires.

Aaron Chiraerae

Baby Jay
I recommend everyone to take this course

Janet Blankson

Learning at your convenience with minimum resources and at affordable or zero fee.

Jacque Haggay

This was indeed helpful
at the beginning I was very confused but after 2 hrs. I'm pretty sure what I want.

Ritik Gupta

Great course
Give clear insights about industry.

Himanshu Gajare

program designed for working professionals
helpful for my career path. it also effective knowledge

Ritika Malviya

Home of complete finance career aspirations
Corporate Finance Institute is a trusted and powerful platform to boost your professional career. It has outstanding professionals who are well trained to help you succeed career aspirations. Corporate finance Institute, the best financial knowledge provider organisation

Silla Kapsata

I have learned lots of things from this course
I have learned lots of things from this course. i will share my experience with my friends

Arman Ar Rafi

WRONG ASSUMPTIONS
I thought I knew enough about financial planning and wealth management but the course proofed me wrong.

Godwin Obeya

Awesome
I would recommend everyone in capital markets especially Asset Managers and Trustees.

Unique Eke

good for a beginner
great overview of the role of a financial planner and wealth manager. would recommend it to a beginner

leah Hamer

Great course for starters
Great course for those who want to go this route. Thank you CFI

Louis Mlongoti

AWESOME
Those interested in the Financial Planning & Wealth Management space, this coures is a must. Thank you CFI Team.

Donald Patrick Okumu Ringa

An amazing experience with 12 certificate
It's a great opportunity learning here

TOHEEB IPOADE

Learning efficiently and increase powerfully your finances' knowledge is possible with CFI
The teaching system proposed by CFI is so wonderful that you can learn at your own pace. Whoever you are, the CFI's programs are excellent because they combine efficiency and flexibility for all kind of students.

Vianny Kiala Makaya

My take on the course
Very friendly user interface.Easy to follow through interface and thought-provoking exam questions

Victor Odongo

Clean explain about the topic and separate the slightly difference between these two job beautifully and really expand my knowledge and dominance of some professional vocabulary which is use in this section and overall I learn it very very simple

Mohammadreza Tehranizadeh

It is very knowledgable course for new aspirants looking to build carrers in finance it help me in very good way to understand the basic

Mani Ratnam

It's very useful to learn from CFI.thank you very much

Rinki Mourya

Excellent tutor and explained concepts in detail
If you want to learn about career in investment and finance, this course definately add value to your knowledge

GAURANG VYAS

Great learning platform for finance
worth the time and effort

Cornelius K. Boahen

Great introductory course on Financial Planning
The course was very detailed and easy to understand

Cyril Kuornoo

Good to learn
Value your self by upgrading this

Santhoshkumar Anandhan

It was a great experience
Its good to understand the fundamentals of any industry.

KHALID Alammar

GREAT
MUST LEARN. GREAT INSIGHTS

NIRMAL DUBEY

Exceptional
The course was an eye opener into the Finance world

ALPHA KAKAY

Very Informative
course was great, learned a lot

Scott LaBrec

great!
very happy with content of course

Stefan Semeraro

Excellent
Its really valuable course. Everyone should take the benefit of this course.

KARAN KUMAR

Strong conceptual presentation on Financial Planning and wealth management. Especially the key differentiators between the two.

venugopal rajamanuri

passionate about professionalism
most affordable with recognized certificate

Olawale Julius Oluwasegun

I think it's a great professional platform where we can have deep knowledge into finance domain and it is upto the topic and the quizzes also make us to clear our concept.Thankyoy CFI for giving me this opportunity

Sonam Singh

Important in selecting sector
This course is very important to select which sector is best fit for job.

Atinafu Asefa

Good
Fall financial analyst

fotaw chambeng vivian

Strong Foundation
Must do this course before taking up career in Financial Planning and Wealth Management Domain

Suman Kumar

best course for beginners
Good course to learn to proceed as personal banker

Bhawna Grover

enlightening
always important to know where you're going to

ALEMMBOM PERRY-BRIGHT LOHBAN

Amazing Course
It equips you very interesting skills that are needed to be successful

Davies Turizihiwe

Best course ever
Very simple and intuitive platform. The communication was on-point with videos, diagrams and text that showed depth and breadth in the subject.

Nanabanyin Forson

Best course ever
Very simple and intuitive platform. The communication was on-point with videos, diagrams and text that showed depth and breadth in the subject.

Nanabanyin Forson

awesome

wissem mejri

Proposition

Edwin Gaston RAHERIMANJAKA

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.

Careers in Financial Planning and Wealth Management

Careers in Financial Planning and Wealth Management

Careers in Financial Planning and Wealth Management Learning Objectives

Who Should Take This Course?

Careers in Financial Planning and Wealth Management

Get Recognized With CFI

What you'll learn

This Course is Part of the Following Programs

What our students say

Satwik Pandey

abdul majeed amadu

Ranjit Ugale

Stefan Graham

Lydia Angolo Endjala

Temy Kurniawan

Kingsly Ako Enoh

Talhaoui Yassine

Yudha Satya

Faustina Agyin

Muskan Swarnkar

Fashoranti Adebayo

Adenrele David

Sulaman Mughal

Damilare Olayiwola

Aaron Chiraerae

Janet Blankson

Jacque Haggay

Ritik Gupta

Himanshu Gajare

Ritika Malviya

Silla Kapsata

Arman Ar Rafi

Godwin Obeya

Unique Eke

leah Hamer

Louis Mlongoti

Donald Patrick Okumu Ringa

TOHEEB IPOADE

Vianny Kiala Makaya

Victor Odongo

Mohammadreza Tehranizadeh

Mani Ratnam

Rinki Mourya

GAURANG VYAS

Cornelius K. Boahen

Cyril Kuornoo

Santhoshkumar Anandhan

KHALID Alammar

NIRMAL DUBEY

ALPHA KAKAY

Scott LaBrec

Stefan Semeraro

KARAN KUMAR

venugopal rajamanuri

Olawale Julius Oluwasegun

Sonam Singh

Atinafu Asefa

fotaw chambeng vivian

Suman Kumar

Bhawna Grover

ALEMMBOM PERRY-BRIGHT LOHBAN

Davies Turizihiwe

Nanabanyin Forson

Nanabanyin Forson

wissem mejri

Edwin Gaston RAHERIMANJAKA

Frequently asked questions

Get certified for Financial Planning (FPWM)™