Topic Overview

Wealth management is an important investment advisory service that addresses the needs of affluent clients and includes other financial services. Financial advisors consult with clients to learn about their circumstances and develop a personalized strategy to meet their needs, which may include investment advice, retirement, accounting, and estate planning. Read more
Our wealth management courses are completely online and self-paced. Taught by leading instructors, courses at CFI use proprietary technology to improve learning and retention to prepare you for a career in finance.

2 courses

Consisting of over 100+ lessons

30+ 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

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Find the right Wealth Management course

With a focus on finance only, CFI offers courses for students and beginners to experienced finance professionals. Our courses build on the principles of financial analysis and capital markets to teach you vital skills in wealth management. Courses can be applied to specializations or certifications to advance your career in finance.

Top Wealth Management Courses

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Why Learn Wealth Management with CFI?

As a leader in online financial analyst certification programs, CFI offers top finance training and skill development for skills in the industry. All CFI courses are designed with the guidance of professional Wall Street trainers with decades of experience teaching classes for new hires at global investment banks, as well as innovative designers and instructors.

Our financial education prepares you for your career by using a combination of application, theory, and intuition in self-paced programs. You can take courses at any time, from anywhere, to learn skills when it works best for you.

With our Wealth Management courses, you can discover:

What behavioral finance is
Traditional vs. non-traditional portfolio management
The portfolio construction process and how each party factors into it
How client risk profiles impact portfolio construction
How fund performance is analyzed and measured

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

Financial analysts

Registered Provider: National Association of State Boards of Accountancy

All courses are accredited by the Better Business Bureau (BBB), CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the US. Most courses qualify for verified CPE credits for CPA charter holders.

Courses include video lessons, quizzes, and final assessments.

Frequently asked questions

What is Wealth Management?
Wealth management is more than just investment advice – it encompasses a person’s full financial life, including estate planning and taxes. Individuals with high wealth benefit from the integrated approach of wealth management, rather than individual finance products, and the strategic plan for current and future needs.
What Do Wealth Management Advisors Do?
Wealth managers often provide services in any aspect of the finance field, while others may specialize in certain areas like cross-border wealth management.
What is Asset Management vs. Wealth Management?
Asset management is the management of assets, such as stocks, bonds, mutual funds, ETFs, and other investments. Asset managers determine the best investment strategy for an individual’s financial situation. Wealth management focuses on a broad spectrum of financial services and products, including legacy planning, education planning, tax planning, charitable giving, and more.
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