Financial Planning & Wealth Management (FPWM™) Certification

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Take as many electives as you would like—all our content is available to you in your CFI subscription.

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.

All of our online courses and programs are priced in USD.

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.

None! The program tuition includes everything and there are no additional fees required to earn your digital certification.

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!