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
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)
Sponsored by ITC-Infotech
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
Assessments
1 assignment
Taught in English
Recently updated!
August 2024
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Build your subject-matter expertise
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
Add this credential to your LinkedIn profile, resume, or CV
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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