Understanding the wealth management and financial planning industry, the career paths available, and what skills are typically associated with success in each path can help you spend your time wisely when it comes to researching career paths. This course helps you build this foundation so you don’t waste any time.
Introduction to Financial Planning and Wealth Management
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Introduction to Financial Planning and Wealth Management
This course is part of Preparatory Certificate in Finance and Financial Markets Specialization
Instructor: CFI (Corporate Finance Institute)
Included with 
Gain insight into a topic and learn the fundamentals.
Beginner level
No prior experience required
4 hours to complete
3 weeks at 1 hour a week
Flexible schedule
Learn at your own pace
Details to know
Shareable certificate
Add to your LinkedIn profile
Recently updated!
August 2024
Assessments
1 assignment
Taught in English
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This course is part of the Preparatory Certificate in Finance and Financial Markets Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
- Learn new concepts from industry experts
- Gain a foundational understanding of a subject or tool
- Develop job-relevant skills with hands-on projects
- Earn a shareable career certificate
Earn a career certificate
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Share it on social media and in your performance review
There are 9 modules in this course
This course will help you gain a strong understanding of Wealth Management and Financial Planning from two key perspectives: industry and careers. You will develop a comprehensive understanding of where the industry is today, where it’s going, and what could be in it if you decide to pursue a career. Finally, you will explore the key career paths from a holistic, region-agnostic point of view and explain each role’s day-to-day and what skills an exceptional advisor in the role demonstrates.
What's included
1 video1 reading
What's included
3 videos
What's included
5 videos5 readings1 plugin
What's included
9 videos4 readings
What's included
3 videos1 plugin
What's included
2 videos1 reading1 plugin
What's included
2 videos1 plugin
What's included
1 video
What's included
1 assignment
Instructor
Offered by
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Frequently asked questions
Access to lectures and assignments depends on your type of enrollment. If you take a course in audit mode, you will be able to see most course materials for free. To access graded assignments and to earn a Certificate, you will need to purchase the Certificate experience, during or after your audit. If you don't see the audit option:
The course may not offer an audit option. You can try a Free Trial instead, or apply for Financial Aid.
The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile. If you only want to read and view the course content, you can audit the course for free.
If you subscribed, you get a 7-day free trial during which you can cancel at no penalty. After that, we don’t give refunds, but you can cancel your subscription at any time. See our full refund policy.