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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

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Why 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

Financial analysts

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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