Topic Overview
Financial Planning and Wealth Management is the most self-empowering topic that you can learn about today. Before pursuing a career in financial services - an investment banker, hedge fund manager, or institutional investor - you should prioritize being your own finance professional first. Being knowledgeable, educated, and invested in your personal financial wellbeing is an unequivocally important part of life.
Read more
At CFI, our Financial Planning and Wealth Management courses are 100-percent online and completely self-paced, so you can develop your personal finance skills at the time that works best for you. All courses leverage proprietary technology to enhance learning and engagement to help you achieve your learning goals.
2 courses
Consisting of over 120+ lessons
40+ interactive exercises
Learn by doing with guided simulations
Expert instructors
Learn from the very best
New courses monthly
On need-to-know subject matter
Blockchain certificate
To verify your skills
500,000+ 5 star ratings
Best-in-class training, as rated by you
Find the right Wealth Management course
Our library of Financial Planning and Wealth Management courses covers a topic that is for anyone and everyone that wants to empower themselves with the knowledge to take control of their financial well-being. Aspiring Financial Planners and Wealth Advisors can get deep, real-world insights into the field without combing LinkedIn for connections and reaching out, and general knowledge seekers can empower themselves with the knowledge to navigate their personal financial goals.
Top Wealth Management Courses
Browse all coursesWhy Learn Wealth Management with CFI?
As a leading provider of online finance certification programs, CFI helps current and aspiring finance professionals reach their career goals. All of our courses are designed by industry professionals that have demonstrated success in their field and have a passion for mentoring and passing on the knowledge they gained in the field.
We offer a comprehensive educational experience that combines theory with application to building real-world applied skills. All programs are online and self-paced, so you can learn in your free time and develop your skill set anytime, from anywhere.
Who should take these courses?
Wealth management topics are ideal for students and professionals looking to pursue or advance a career as a portfolio manager, asset manager, wealth management advisor, and other capital markets careers.
Investment professionals
Management consultants
