CFI launches the Financial Planning and Wealth Management (FPWM™) Certification

January 1, 2023 – CFI’s Financial Planning and Wealth Management (FPWM™) program aims to equip participants with the skills, knowledge, and tools to become a successful financial planner or wealth advisor through a comprehensive, on-demand course catalog.

The field of financial wealth advising is witnessing a notable surge, particularly within the financial services market. Banks in developed economies are actively bolstering their financial planning and wealth management divisions with the aim of expanding their market share and diversifying revenue streams, shifting away from reliance on interest-based income. This strategic move is driven by a desire to capture more of the “share of wallet” and generate greater fee-based revenues. Simultaneously, there is a growing presence of non-bank competitors, including insurance companies and independent asset managers, intensifying the competition within the sector. These developments underscore the burgeoning opportunities within financial wealth advising as a career path.

The Bureau of Labor Statistics, which tracks job growth across various sectors states that “Employment of personal financial advisors is projected to grow 13 percent from 2022 to 2032, much faster than the average for all occupations. About 25,600 openings for personal financial advisors are projected each year, on average, over the decade.”

The FPWM™ program, led by Meeyeon Park, Scott Powell, and Andrew Loo, is a comprehensive certification that provides value to aspiring financial advisors and experienced advisors looking to take their practice to the next level. With curated content designed for learners of all expertise levels, this program focuses on skill development to advise a wide range of clients with varying levels of complexity. The program emphasizes soft skills essential to building strong client relationships with courses such as Financial Planning Principles, Effective Communication for Client-Facing Advisors, Effective Business Writing, and Behavioral Finance among others. 

CFI’s CEO, Anna Talerico says, “The FPWM™ designation supports the knowledge and skill development required for advisors across the globe.”

The CFI FPWM™ certification is unique in combining both soft and technical skills into one comprehensive program.  Most other programs focus only on technical skills. The courses of the program are structured to mimic real world wealth management client journeys so that the learner can build skills needed to be successful from start to finish.

Learn more about the CFI FPWM™ Program here

About Corporate Finance Institute (CFI): 

Corporate Finance Institute (CFI) is the #1 rated online provider of finance and banking training and productivity tools. Established in 2016, CFI is the go-to resource for over 2 million individuals and thousands of organizations worldwide. To learn more about the Financial PLanning and Wealth Management  (FPWMP™) Certification or the company’s other certifications and training programs, visit

Source: Bureau of Labor Statistics

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