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.