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Choose from the industry's most comprehensive selection of online finance and banking courses. Build specialized skills with rigorous, hands-on training programs and earn globally recognized professional finance certifications.
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Learn Wealth Management with CFI

Prepare for the Future of Finance with Wealth Management Courses from CFI. Whether you’re completely new to Wealth Management or a seasoned finance professional, Wealth Management is a valuable addition to your skillset.
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Certification Programs
Build practical skills and gain industry recognition to thrive in finance and banking careers, regardless of your prior experience or education.
Financial Modeling & Valuation Analyst (FMVA)®
42 courses
Commercial Banking & Credit Analyst (CBCA)®
59 courses
Capital Markets & Securities Analyst (CMSA)®
42 courses
Business Intelligence & Data Analyst (BIDA)®
25 courses
Financial Planning & Wealth Management (FPWM)™
28 courses
FinTech Industry Professional (FTIP)™
23 courses
15 courses
Popular
Subscribe
39 Lessons
Introduction to Financial Planning and Wealth Management: Industry and Careers
Introduction to Financial Planning and Wealth Management: Industry and Careers
Level 1
CPE 2
FPWM™ Prep Course
Subscribe
116 Lessons
Behavioral Finance
Behavioral Finance
Level 1
CPE 3
CMSA® Electives
Subscribe
39 Lessons
Effective Business Writing
Effective Business Writing
Level 2
CPE 1.5
CBCA® Required
Subscribe
30 Lessons
Risk Management and Insurance Planning
Risk Management and Insurance Planning
Level 2
CPE 2
FPWM™ Required
Subscribe
34 Lessons
Portfolio Management Fundamentals
Portfolio Management Fundamentals
Level 1
CPE 1.5
CMSA® Required
Subscribe
29 Lessons
Financial Planning Principles
Financial Planning Principles
Level 2
CPE 2.5
FPWM™ Required
Subscribe
36 Lessons
Asset Classes and Financial Markets
Asset Classes and Financial Markets
Level 2
CPE 2
FPWM™ Required
Subscribe
23 Lessons
Portfolio Management for Retail Clients
Portfolio Management for Retail Clients
Level 2
CPE 1.5
FPWM™ Required
Subscribe
32 Lessons
Alternative Investments for Wealth Advisors
Alternative Investments for Wealth Advisors
Level 2
FPWM™ Required
Subscribe
29 Lessons
Networking, Prospecting, & Converting Leads
Networking, Prospecting, & Converting Leads
Level 2
FPWM™ Required
Free!
40 Lessons
Equity Allocation for Wealth Management
Equity Allocation for Wealth Management
Level 1
Subscribe
7 Lessons
Build Your Own Robo-Advisor
Build Your Own Robo-Advisor
Level 3
FTIP™ Skills Practice
Subscribe
22 Lessons
Mastering Client Discovery
Mastering Client Discovery
Level 2
FPWM™ Required
Subscribe
32 Lessons
WealthTech Fundamentals
WealthTech Fundamentals
Level 1
FTIP™ Required
Subscribe
28 Lessons
Options Strategies for Wealth Advisors
Options Strategies for Wealth Advisors
Level 3
FPWM™ Electives
Specialization Programs
Deepen your proficiency and expertise in targeted skill areas. Earn a specialization certificate to demonstrate your knowledge.
Environmental Social, and Governance (ESG) Specialist
13 Courses
Commercial Real Estate Finance Specialist
10 Courses
Business Intelligence Analyst
19 Courses
Macabacus Specialist
5 Courses
Cryptocurrencies & Digital Assets
5 Courses
Data Analysis in Excel
6 Courses
Leadership Effectiveness Certificate Program
7 Courses
Data Science Analyst
11 Courses
Corporate Finance Institute
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