Financial Planning & Wealth Management (FPWM™)
offered by Corporate Finance Institute

Financial Planning & Wealth Management (FPWM™)
at
CFI
Overview

The program strengthens your understanding of financial planning principles and practical skills, allowing you to approach client situations with greater confidence and provide well-informed advice

Duration	4 months - 0.5 years
Mode of learning	Online
Credential	Certificate

Financial Planning & Wealth Management (FPWM™)
at
CFI
Course details

Who should do this course?

For individuals who want to enhance their knowledge & skills in the field

What are the course deliverables?

Financial Planning
Practice Management
Business Dev
Relationship Management
Investment Management

More about this course

CFI’s Financial Planning and Wealth Management (FPWM™) 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 FPWM will add value to your career, whether you are an aspiring financial advisor, or an experienced advisor looking to take your practice to the next level
By following our curated curriculum designed for all learners of all experience levels, you will develop the skills to build and grow a practice to advise a wide range of clients with varying levels of complexity

Financial Planning & Wealth Management (FPWM™)
at
CFI
Curriculum

Latest curriculum for this course can be downloaded from the below link. The curriculum PDF has semester wise course structure, electives and detailed course content.