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Corporate Finance Institute

Financial Planning & Wealth Management Professional (FPWMP®) Certification

via Corporate Finance Institute Professional Certificate

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Overview

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CFI’s Financial Planning and Wealth Management (FPWMP®) 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.

Syllabus

  • Introduction to Financial Planning and Wealth Management: Industry and Careers
  • Banking Products and Services
  • Math for Finance Professionals
  • Assessing Drivers of Business Growth
  • Accounting Fundamentals
  • Reading Financial Statements
  • Excel Fundamentals - Quick Start Guide
  • Excel Fundamentals - Formulas for Finance
  • Financial Planning Principles
  • Asset Classes and Financial Markets
  • Portfolio Management for Retail Clients
  • Economics for Financial Advisors
  • Risk Management and Insurance Planning
  • Effective Communication for Client Facing Advisors
  • Effective Business Writing
  • Behavioral Finance
  • Alternative Investments for Wealth Advisors
  • Networking, Prospecting, & Converting Leads
  • Mastering Client Discovery
  • Professional Ethics
  • Fixed Income Fundamentals
  • Equity Markets Fundamentals
  • Derivatives Fundamentals
  • Spot Foreign Exchange
  • Commodities Fundamentals
  • Understanding Options
  • Private Banking
  • Options Strategies for Wealth Advisors
  • Developing a High Impact Financial Plan

Taught by

Meeyeon Park, Scott Powell, and Andrew Loo

Reviews

4.9 rating at Corporate Finance Institute based on 24968 ratings

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