Become a Financial Planning & Wealth Management Professional …
FPWMP™ Program Overview. CFI’s Financial Planning and Wealth Management (FPWMP™) program will equip you with the skills, knowledge, and tools to become a successful financial planner or wealth advisor through a comprehensive, on-demand course catalog. The FPWMP will add value to your career, whether you are an aspiring financial advisor ...
Learn Wealth Management | Corporate Finance Institute
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.
Explore all Wealth Management courses - Corporate Finance …
Options Strategies for Wealth Advisors. Level 3. 1h 2min. 30 Lessons. Deepen your proficiency and expertise in targeted skill areas. Earn a specialization certificate to demonstrate your knowledge. Environmental Social, and Governance (ESG) Specialist. All future courses are included in the purchase of the specialization. Choose from the ...
Asset Management vs. Wealth Management: What’s the Difference?
Asset management focuses on strategic asset allocation and managing investment portfolios for long-term growth. Wealth management focuses on growing and preserving clients’ wealth through a range of services, including investment management, tax planning, estate planning, and more.
WealthTech Fundamentals Course | CFI - Corporate Finance Institute
WealthTech Fundamentals Learning Objectives. Upon completing this course, you will be able to: Define WealthTech and its importance in the financial industry. Provide a market overview of the WealthTech industry and explain its risks and limitations. Explain the different areas within WealthTech. Identify the various key players in the space.
Course: Risk & Insurance Planning in Wealth Management
Risk Management and Insurance Planning Learning Objectives. Upon completing this course, you will be able to: Develop a comprehensive risk management strategy using insurance products in three key categories: life, disability, and health. Conduct a needs-based analysis and create a recommendation of insurance products based on a client’s goals.
Careers in Financial Planning and Wealth Management | CFI
Financial Planning Principles. This course introduces you to the holistic, 7-step financial planning process that underpins the journey an advisor takes his or her clients through. You will learn about the common milestones in life that you may want to plan for and how an advisor will guide you through the journey. Start Learning Start Learning.
Careers in Financial Planning and Wealth Management I CFI
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.
Corporate Finance Institute
Corporate Finance Institute. CFI is a leading banking and finance training provider, trusted by 2 million professionals and firms globally. Online programs for financial planning & analysis, modeling, investment banking, credit analysis, capital markets, data analytics, fintech, and more.
Compare Certifications - Corporate Finance Institute
Certification You’ll Earn. Financial Modeling & Valuation Analyst (FMVA)® certification. Commercial Banking & Credit Analyst (CBCA)® certification. Capital Markets & Securities Analyst (CMSA)® certification. Business Intelligence & Data Analyst (BIDA)® certification. Financial Planning & Wealth Management Professional (FPWMP)™.