From the course: Financial Planning and Wealth Management Fundamentals

Introduction

From the course: Financial Planning and Wealth Management Fundamentals

Start my 1-month free trial Buy for my team

Introduction

“

Hi, I'm Mian Park, the VP of our Financial Planning and Wealth Management program here at CFI. Welcome to CFI's course on an introduction to wealth management and financial planning focused on exploring two topics that you always come here for, industry and careers. This course helps you get a better understanding of financial planning and wealth management as an industry, the career paths that each offers, and the inside view of what these financial advisors do day over day, year over year, and how they benchmark their goals and achieve success. Understanding the landscape of the industry that you want to pursue and knowing not only the general career path at the start, but the actual day-to-day and year-over-year progression is a powerful tool to be able to help you set realistic and achievable goals so that you don't waste any of your time. In this course, we'll start by looking at the industry, what its current state is, how it's growing and what its future growth trajectory looks like. Identifying key consumer trends and how demand is shifting the wealth landscape will be key to then understanding what's in it for you. Then as we talk about this all-important topic of what's in it for you, we'll discuss how valuable advisors are to their clients in a quantitative way. Finally, we'll explore the key career paths in financial planning and wealth in a region-agnostic way so that it'll be relevant to you wherever you may be. Understanding the industry landscape and what career paths are available to you is an essential part of what we teach here at CFI. Practical, skills-based knowledge that you can apply to your real life and see results from. The knowledge that you gain from this course is critical to informing how you choose to advance your career in wealth management and financial planning. We've got a lot of exciting So let's get started. material to cover.

Contents