- Certification Overview
- How It Works
- Career Paths
- Testimonials
- FAQ
FPWM™ At a Glance
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.
Take the first step to becoming a world-class financial advisor and learn the economic, financial product, and portfolio management skills necessary to drive your career forward.
Program Overview
28 courses
Consisting of 8 prep courses, 12 core courses, and 8 electives
160+ interactive exercises
Learn by doing with guided simulations
Blockchain certificate
To verify your skills
500,000+ 5-star ratings
Best-in-class training, as rated by you
How the FPWM™ Program Works
Step 1: Prep CoursesOptional
To prepare for the program, take our 8 optional prep courses to learn or review the fundamentals.
Introduction to Financial Planning and Wealth Management: Industry and Careers
4.9(81 Ratings)
Level 1
2 hours
Preview
Banking Products and Services
4.9(189 Ratings)
Level 1
4 hours
Preview
Math for Finance Professionals
5(1,516 Ratings)
Level 2
3 hours
Preview
Assessing Drivers of Business Growth
4.9(49 Ratings)
Level 2
2 hours
Preview
Excel Fundamentals - Formulas for Finance
4.8(5,228 Ratings)
Level 2
3.5 hours
Preview
Accounting Fundamentals
4.8(7,563 Ratings)
Level 2
5 hours
Preview
Reading Financial Statements
4.8(4,591 Ratings)
Level 2
1.5 hours
Preview
Excel Fundamentals - Quick Start Guide
5(10 Ratings)
Level 1
3.5 hours
Preview
See All Prep Courses
Step 2: Core CoursesRequired
Complete 12 core courses to build a strong foundation in financial planning and wealth management.
Financial Planning Principles
4.9(26 Ratings)
Level 2
2.5 hours
Preview
Asset Classes and Financial Markets
5(13 Ratings)
Level 2
2.5 hours
Preview
Portfolio Management for Retail Clients
4.9(12 Ratings)
Level 2
2.5 hours
Preview
Economics for Financial Advisors
5(23 Ratings)
Level 1
2.5 hours
Preview
Risk Management and Insurance Planning
4.9(45 Ratings)
Level 2
3 hours
Preview
Effective Communication for Client Facing Advisors
5(20 Ratings)
Level 1
2 hours
Preview
Effective Business Writing
5(48 Ratings)
Level 2
2.5 hours
Preview
Behavioral Finance
5(48 Ratings)
Level 1
4 hours
Preview
Alternative Investments for Wealth Advisors
4.9(10 Ratings)
Level 2
1.5 hours
Preview
Networking, Prospecting, & Converting Leads
5(6 Ratings)
Level 2
1.5 hours
Preview
Mastering Client Discovery
5(1 Ratings)
Level 2
1 hours
Preview
Professional Ethics
4.9(4,988 Ratings)
Level 1
3 hours
Preview
Hide All Core Courses
Step 3: Elective Courses
Choose a minimum of 4 electives (out of 8 available) to explore topics that interest you on specialized topics.
Fixed Income Fundamentals
4.8(103 Ratings)
Level 3
3.5 hours
Preview
Equity Markets Fundamentals
4.9(51 Ratings)
Level 3
4 hours
Preview
Derivatives Fundamentals
4.9(157 Ratings)
Level 3
2.5 hours
Preview
Spot Foreign Exchange
4.8(37 Ratings)
Level 2
2.5 hours
Preview
Commodities Fundamentals
4.8(40 Ratings)
Level 3
3 hours
Preview
Understanding Options
5(22 Ratings)
Level 3
2 hours
Preview
Private Banking
5(16 Ratings)
Level 3
4 hours
Preview
Options Strategies for Wealth Advisors
Level 3
2 hours
Preview
See All Elective Courses
Step 4: Get FPWM™ Certified
Congratulations! Upon completion of the program, you will receive a block-chain digital certificate with your new credentials. You also have the option to order a physical certificate to be mailed to your door.
FPWM™ Skill Categories & Learning Objectives
Financial Planning
Hide Details
Identify the parts of the 7-Step Financial Planning Process and describe the purpose of each step and how they collectively create a holistic financial plan.
Risk Management and Insurance Planning
Estate Planning
Education Planning
Retirement Planning
Practice Management
See Details
Explain the process of starting, running, and scaling your financial planning or wealth management practice.
Building Your Value Proposition
Pricing Your Services
Business Management
Team Building
Business Development
See Details
Describe modern strategies and tactics to build your book of business effectively.
Sales, Prospecting and Pipeline Development
Generating Centers of Influence (COIs)
Asking for Referrals
Relationship Management
See Details
Demonstrate excellence in identifying leads, filling a pipeline, prospecting, and working with High-Value Clients.
Effective Communication
Working with Client Concerns
Investment Management
See Details
Comprehensively establishes an investment mandate for even the most complex client scenarios.
Developing an Investment Policy Statement (IPS)
Asset Allocation
Economics
Taught by Industry Experts
Meeyeon Park
Meeyeon is currently the VP of Financial Planning and Wealth Management at CFI. She brings a wealth of experience in portfolio management, investment banking, and general corporate finance to her role at CFI, enabling her to share real-world insights in her teaching.
Scott Powell
Scott is the Co-Founder and Chief Content Officer of CFI. Over the past 30 years, he has focused on designing and delivering learning solutions for clients in the financial services sector, particularly in the areas of commercial banking, investment banking, capital markets, and asset management.
Andrew Loo
Andrew is VP, Capital Markets at CFI. Prior to joining CFI in 2019, Andrew retired in 2017 as Managing Director at Nomura Securities in Hong Kong, where he managed the fixed income sales efforts to Central Banks and Sovereign Wealth Funds in the region.
Careers in Financial Planning & Wealth Management
Investment Advisor
Investment Advisors (IAs) partner with Relationship Managers to provide comprehensive investment services, including sophisticated investment products, to HNW clients.
Private Banker
Advise individuals and families on building, preserving, and managing their wealth.
Financial Planner
Identify clients’ financial goals, and provide tailor-made financial planning services and solutions using an array of investment and portfolio solutions.
Portfolio Manager, Retail
Retail Portfolio Managers use model-based investing for High Net Worth and Ultra High Net Worth households.
What Our Students Say
This was pretty thorough and insightful into how insurance works and why financial planning has to be wholistic.
David Rose
Thisprogram will show you how top financial planners and wealth advisors make informed decisions. Through a sequence of courses, you will learn the skills, knowledge, and tools to become a successful finance professional.
Hugo Moreira
Systematic way of providing information and very nicely explained each concepts in wealth management.
Raktim Ray
Exceptional course for beginners to know details about Wealth Management. Well designed and articulated with graphics are engaging.
Syed Adil
Frequently Asked Questions
Are CFI courses accredited?
CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, and by the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the US for CPE credits. You can find more information here.
Will these courses help me advance my career?
There is a proven track record of CFI graduates marking successful transitions into the careers of their dreams and this is based largely on the resources that we make available to our learners upon enrolment. Our training is designed to be fully practical and simulates the experience of being on-the-job. Additionally, we offer a wealth of information through our free career resources. The unique blend of all these elements is what sets us apart from other e-learning platforms when it comes to giving you all the tools you need to drive a successful career in finance.
Admission Requirements
All of our certification programs are open to learners and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to the advanced practical case studies. To take the courses and complete the exercises, learners will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection.
What is the duration of the program?
It takes an average of 4-6 months to complete the entire program. However, you are given the freedom to complete all of the training at your own pace! Please see the “What You’ll Learn” section for recommended study hours for each course to give you a better idea for your time management.
How much time do I have to complete the courses?
Take as much time as you need. You will have access to all courses and all future upgrades in your subscription. You can review the video lessons as many times as you like and complete the courses at a pace that is most convenient for you.
How are the assessments conducted?
Learners are required to complete an online assessment (MCQ’s, Fill-in-the-Blanks, and Technical Questions) at the end of each course. By successfully completing all 7 required core courses and 4 out of 7 electives, you will earn your FPWM™ certification of completion.
Can I email the instructor if I have questions regarding the learning materials?Can I email the instructor if I have questions regarding the learning materials?
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 which allows you to communicate directly with in-house experts in the area of study you are focusing on. 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.
Can I download and edit the course material and templates?
Yes! You can download and edit the Excel models and templates included in your courses. All of the files needed in a course are available for download. Please note that while our study materials can be downloaded, the lecture videos are only available online due to copyright infringement issues.
How do I earn my course certificates?
You need to complete all the video lessons, quizzes, and final assessments in each course to earn your course certificates. The certificate will then be available on your learner dashboard and also emailed to you as soon as you have completed all of the requirements.
How long does it take to receive my digital FPWM certification?
As soon as you complete the program! After completing the FPWM™ program requirements (7 required & 4 elective courses) and passing the course assessments, you can immediately request your digital FPWM™ certificate to be emailed to you by submitting your completed program through your learner dashboard. You also have the option to order a physical certificate to be mailed to your door.
Can I take more than 4 electives?
Take as many electives as you would like—all our content is available to you in your CFI subscription.
Can I order a physical copy of my FPWM™ certificate?
Yes, you may order a physical copy of your FPWM™ certificate by mail through your learner dashboard. Printed certificates are printed in high quality, large size certificate paper that measures 11.0 x 14.0 inches.
What currency are your courses priced in?
All of our online courses and programs are priced in USD.
What payment methods do you accept?
As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express. Additionally, We also offer ACH and Wire transfer options exclusively for corporate transactions, though not available for self-service payment. Contact our team for more details.
Are there any additional fees or costs?
None! The program tuition includes everything and there are no additional fees required to earn your digital certification.
More Questions?
You can view more detailed information through our Help Center or simply Email Us and we’ll be happy to answer any of your questions!
As an expert in financial planning and wealth management, I have dedicated years to studying and working in this field, gaining firsthand experience and a deep understanding of the intricacies involved. My expertise extends to various aspects of financial advisory services, including portfolio management, investment banking, risk management, and client relationship management.
The Certification Overview you provided outlines the Financial Planning and Wealth Management (FPWM™) program offered by CFI (Corporate Finance Institute). This program is designed to equip individuals with the skills, knowledge, and tools necessary to excel as financial planners or wealth advisors. Here's a breakdown of the concepts covered in the article:
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Certification Overview: This section introduces the FPWM™ program, highlighting its comprehensive curriculum and value in advancing a career in financial planning and wealth management.
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How It Works: The FPWM™ program comprises 28 courses categorized into prep, core, and elective courses. Learners have the flexibility to choose their learning path based on their experience and interests.
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Career Paths: The article discusses various career paths available in financial planning and wealth management, including roles such as Investment Advisor, Private Banker, Financial Planner, and Portfolio Manager.
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Testimonials: Testimonials from individuals who have completed the program provide insights into the quality and effectiveness of the training offered by CFI.
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FAQ: Commonly asked questions are addressed, covering topics such as accreditation, career advancement, admission requirements, program duration, assessments, instructor support, course materials, certifications, pricing, payment methods, additional fees, and more.
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FPWM™ At a Glance: This section provides a summary of the FPWM™ program, including the number of courses, interactive exercises, blockchain certification, and testimonials.
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FPWM™ Skill Categories & Learning Objectives: The article outlines the skill categories and learning objectives covered in the FPWM™ program, such as financial planning, risk management, practice management, business development, investment management, and economics.
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Taught by Industry Experts: Profiles of key instructors involved in delivering the program are provided, highlighting their experience and expertise in the financial services sector.
By thoroughly understanding these concepts and demonstrating practical knowledge in financial planning and wealth management, individuals can enhance their careers and make informed decisions in this dynamic field.
