Introduction to Financial Planning and Wealth Management
Learn about career paths and industry structure in wealth management, covering essential financial planning and investment services.
Learn about career paths and industry structure in wealth management, covering essential financial planning and investment services.
This course cannot be purchased separately - to access the complete learning experience, graded assignments, and earn certificates, you'll need to enroll in the full Preparatory Certificate in Finance and Financial Markets Specialization program. You can audit this specific course for free to explore the content, which includes access to course materials and lectures. This allows you to learn at your own pace without any financial commitment.
Instructors:
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What you'll learn
Understand wealth management industry landscape
Explore different financial planning career paths
Learn essential advisor skills and traits
Evaluate career opportunities in wealth management
Skills you'll gain
This course includes:
1.3 Hours PreRecorded video
1 assignment
Access on Mobile, Tablet, Desktop
FullTime access
Shareable certificate
Get a Completion Certificate
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There are 9 modules in this course
This comprehensive course introduces the wealth management and financial planning industry, exploring career paths and industry trends. Through nine detailed modules, students learn about industry structure, business models, career opportunities, and success factors. The curriculum covers key distinctions between wealth management and financial planning, compensation structures, and essential skills for different roles, providing valuable insights for career planning.
Getting Started
Module 1 · 6 Minutes to complete
Industry Overview
Module 2 · 11 Minutes to complete
Business Insights
Module 3 · 47 Minutes to complete
Career Paths
Module 4 · 48 Minutes to complete
Considerations for Both Career Paths
Module 5 · 18 Minutes to complete
What Advisors Do
Module 6 · 22 Minutes to complete
Getting Recruited
Module 7 · 22 Minutes to complete
Course Summary
Module 8 · 0 Minutes to complete
Qualified Assessment
Module 9 · 1 Hours to complete
Fee Structure
Instructor
Global Finance Education Leader CFI Transforms Professional Development Through Comprehensive Training
Corporate Finance Institute (CFI), headquartered in Vancouver, Canada, has established itself as a premier global provider of online financial education and certification programs, serving over 300,000 professionals worldwide. The institute offers comprehensive training through its flagship certifications including the Financial Modeling & Valuation Analyst (FMVA), Commercial Banking & Credit Analyst (CBCA), Capital Markets and Securities Analyst (CMSA), and Business Intelligence and Data Analyst (BIDA) programs. With endorsements from global leaders like Microsoft, Amazon, IBM, and major financial institutions including Citigroup and HSBC, CFI's curriculum bridges the gap between traditional business education and practical industry requirements. The institute's commitment to excellence is reflected in its NASBA-registered CPE programs, practical skill-focused training, and its successful 2021 acquisition of Macabacus, demonstrating its ongoing evolution in serving the global finance community with cutting-edge educational resources
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Frequently asked questions
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