Financial Planning and Wealth Management Fundamentals
With Corporate Finance Institute (CFI)
Liked by 2 users
Duration: 1h 23m
Skill level: Beginner
Released: 2/25/2026
Course details
Dive into the fundamentals of financial planning and wealth management, focusing on industry standards and career paths. Uncover details about essential roles such as financial planners, investment advisors, and portfolio managers, and learn the core skills required for each. Discover how major institutions like JPMorgan Chase scale their wealth management services and how you can leverage these strategies in your career. Explore compensation structures, job risks, and the day-to-day responsibilities that make these careers attractive. Gain insights into what sets wealth management apart from financial planning, focusing on bespoke strategies for high-net-worth individuals. This course suits F&A professionals, individuals contemplating a career switch, and anyone interested in the financial advisory sector. By the end of this course, you’ll be prepared to pursue a thriving career in financial planning and wealth management, aligning your personal strengths with current industry needs.
This course was created by the Corporate Finance Institute (CFI). We are pleased to host this training in our library.
Skills you’ll gain
Earn a sharable certificate
Share what you’ve learned, and be a standout professional in your desired industry with a certificate showcasing your knowledge gained from the course.
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Showcase on your LinkedIn profile under “Licenses and Certificate” section
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Download or print out as PDF to share with others
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Share as image online to demonstrate your skill
Meet the instructor
Contents
What’s included
- Practice while you learn 1 exercise file
- Learn on the go Access on tablet and phone
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