For Individuals
For Teams
  • FPWM program: 28 total courses, 16 required for exam eligibility
  • Self-paced & 100% online
  • Get full FPWM program, community, & more with a CFI membership
  • Get this program and CFI's full training catalog for your organization
  • Manage learning, create custom paths & measure progress
  • For teams of 2 or more learners

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 Courses Optional

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
Banking Products and Services
4.9 (189 Ratings)
Level 1
4 hours
Math for Finance Professionals
5 (1,518 Ratings)
Level 2
3 hours
Assessing Drivers of Business Growth
4.9 (49 Ratings)
Level 2
2 hours
Excel Fundamentals - Formulas for Finance
4.8 (5,235 Ratings)
Level 2
3.5 hours
Accounting Fundamentals
4.8 (7,584 Ratings)
Level 2
5 hours
Reading Financial Statements
4.8 (4,595 Ratings)
Level 2
1.5 hours
Excel Fundamentals - Quick Start Guide
5 (13 Ratings)
Level 1
3.5 hours
See All Prep Courses

Step 2: Core Courses Required

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
Asset Classes and Financial Markets
4.9 (14 Ratings)
Level 2
2.5 hours
Portfolio Management for Retail Clients
4.9 (12 Ratings)
Level 2
2.5 hours
Economics for Financial Advisors
5 (23 Ratings)
Level 1
2.5 hours
Risk Management and Insurance Planning
4.9 (45 Ratings)
Level 2
3 hours
Effective Communication for Client Facing Advisors
5 (20 Ratings)
Level 1
2 hours
Effective Business Writing
5 (48 Ratings)
Level 2
2.5 hours
Behavioral Finance
5 (49 Ratings)
Level 1
4 hours
Alternative Investments for Wealth Advisors
4.9 (10 Ratings)
Level 2
1.5 hours
Networking, Prospecting, & Converting Leads
5 (6 Ratings)
Level 2
1.5 hours
Mastering Client Discovery
5 (1 Ratings)
Level 2
1 hours
Professional Ethics
4.9 (4,988 Ratings)
Level 1
3 hours
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 (104 Ratings)
Level 3
3.5 hours
Equity Markets Fundamentals
4.9 (52 Ratings)
Level 3
4 hours
Derivatives Fundamentals
4.9 (157 Ratings)
Level 3
2.5 hours
Spot Foreign Exchange
4.8 (38 Ratings)
Level 2
2.5 hours
Commodities Fundamentals
4.8 (40 Ratings)
Level 3
3 hours
Understanding Options
5 (22 Ratings)
Level 3
2 hours
Private Banking
5 (16 Ratings)
Level 3
4 hours
Options Strategies for Wealth Advisors
Level 3
2 hours
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

This program 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!

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