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Corporate Finance Institute
Careers in Financial Planning and Wealth Management

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

Meeyeon Park
Led by Meeyeon Park
Led by Mark R.
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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
Conclusion
Qualified Assessment
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 23 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

GREAT
MUST LEARN. GREAT INSIGHTS

NIRMAL DUBEY

Exceptional
The course was an eye opener into the Finance world

ALPHA KAKAY

ver challenging but good
enjoyable

Admire Tinashe Chali

Great
Really informative.

Mikula Mužić

See more

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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