Introduction to Financial Planning and Wealth Management: Industry and Careers

This course will help you gain a strong understanding of Wealth Management and Financial Planning from two key perspectives: industry and careers.

Develop a comprehensive understanding of where the industry is today, where it’s going, and what could be in it for you should you decide to pursue a career in it.
Identify the key career paths from a holistic, region-agnostic point of view.
Explain what each role’s day-to-day is and what skills an exceptional advisor in the role demonstrates.

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Corporate Finance Institute

Overview

Introduction to Financial Planning and Wealth Management: Industry and Careers Overview

Understanding the wealth management and financial planning industry, the career paths available, and what skills are typically associated with success in each path can help you spend your time wisely when it comes to researching career paths. This course helps you build this foundation so you don’t waste any time.

Introduction to Financial Planning and Wealth Management: Industry and Careers Learning Objectives

Upon completing this course, you will be able to:

Describe the current state of the wealth management and financial planning industry and where it is headed.
Explain the different career paths available in a holistic way that is region-agnostic.
Identify which essential skills and personality traits are typically found in the most successful Advisors in each career path.
Determine which path you would most like to pursue further research.

Who Should Take This Course?

Anyone interested in the wealth management and financial planning industry – whether you are looking to pursue a career in it or just learn more about it.

What you'll learn

Lesson

Multimedia

Exams

Files

Course Summary

Qualified Assessment

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Financial Planning & Wealth Management Professional (FPWMP™) Certification

Skills Learned Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
Career Prep Financial Planner, Investment Advisor, Portfolio Manager

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What Our Members Say

Good

Good. Keep it up. Thnku!

Akash Patil

How to manage the wealth.

It provide a good knowledge on wealth management as well as financial planing.

Akash Pathak

The course was on point and very informative, the exercises helped reinforce the concepts learnt

The course is relevant to the modern times, it is illustrative and its applicable to real life situations

Mogomotsi Keraetswe

Introduction to wealth management

It was very interesting!

ATHANASIA PAPALEXOPOULOU

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Meet Panchal

Wealth management

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Nitesh Yadav

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Amit Brijawasi

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QIAN WANG

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Mouza Al Dhaheri

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Almas Nemat Khan

excellent

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Nitya sharma

best weath management fundamnetal course

as an economics background student this course help me.

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It has been amazing

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Ramón Rodríguez González

good learning experience

it's really a good basic understanding of wealth management!

Yixin Li

Good

Course was very knowledgeable.

VAISHNAVI DESHMUKH

JUST AWESOME

I am a relationship manager in a top bank in India, and meet with clients and pitch different products to clients daily. I still didn't know a lot of things that were taught in these modules. Appreciate the good work.

Nikhil Mishra

It's a good website!!

I use this websites first time. I have learned a lot of knowledge and enhance my understanding about the finance firm. This help me a lot.

Chee Hui Lye

The experience was great and I learnt a lot.

I highly recommend this course.

Veronica Goitseone

Amazing course.

A very interactive and fun learning course.

Tejas Nanchahal

wow. my view of investments has changed

yo. lol. Thanks CFI for allowing me to get out of my comfort zone.

Nickolene Velishia Milton

nice course

eager to learn new skills

RICHA HAZARI

very good

I recommend everyone to join here

Ahmed abdelalim ali Mohamed

It was indeed Great, the course was simplified that even someone without a background knowledge in introduction to wealth management could understand. I recommend this course for anyone.

It was worth the time. I was able to comprehend what wealth management was all about

udoh Gabriel

Eye Opening Course

This course really broaden my perspective on wealth management field and give me clear idea about the difference for each investment products

Evta Oktaviani

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.

Contact Us

What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

How long do I have to complete the courses?

You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

Are CFI courses officially accredited?

Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Are there any additional fees or costs?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

What currency are your courses priced in?

All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.

Introduction to Financial Planning and Wealth Management: Industry and Careers

Introduction to Financial Planning and Wealth Management: Industry and Careers Overview

Introduction to Financial Planning and Wealth Management: Industry and Careers Learning Objectives

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Who Should Take This Course?

Introduction to Financial Planning and Wealth Management: Industry and Careers

What you'll learn

Introduction

Industry Overview

Business Insights

Career Paths

Considerations for Both Career Paths

What Advisors Do | What Makes The Career Path Attractive

Getting Recruited

Course Summary

Qualified Assessment

This Course is Part of the Following Programs

Financial Planning & Wealth Management Professional (FPWMP™) Certification

What Our Members Say

Akash Patil

Akash Pathak

Mogomotsi Keraetswe

ATHANASIA PAPALEXOPOULOU

Meet Panchal

Nitesh Yadav

Amit Brijawasi

Nana Akwasi Sarpong Kumankumah

QIAN WANG

Mouza Al Dhaheri

Almas Nemat Khan

Nitya sharma

Gaurav Gaikwad

Ramón Rodríguez González

Yixin Li

VAISHNAVI DESHMUKH

Nikhil Mishra

Chee Hui Lye

Veronica Goitseone

Tejas Nanchahal

Nickolene Velishia Milton

RICHA HAZARI

Ahmed abdelalim ali Mohamed

udoh Gabriel

Evta Oktaviani

Frequently Asked Questions