Financial Planning & Wealth Management Professional (FPWMP®) Certification (E-learning)

Financial Planning & Wealth Management Professional (FPWMP®) Certification

Get certified online, master technical and soft skills, and stand out to clients–no prior experience necessary.

Delivery Method

Online / e-learning

Skills You’ll Gain

Financial Planning, Practice Management, Business Dev, Relationship Management, Investment Management, and more.

Great For

Financial Planning, Investment Advisement, Portfolio Management, Retail, Private Banking, and more.

FPWMP® Program Overview

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.

The FPWMP 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

29 courses

Consisting of 8 prep courses, 12 core courses, and 9 electives

130+ 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 FPWMP® Program Works

Prep Courses

To prepare for the FPWMP® certification, take our 8 optional prep courses to learn or review the fundamentals.

Core Courses

Complete 12 core courses to build a strong foundation in financial planning and wealth management.

Elective Courses

Choose a minimum of 4 electives (out of 9 available) to explore topics that interest you on specialised topics.

Get FPWMP® Certified

Congratulations! Upon completion of the program, you will receive a block-chain digital certificate with your new credentials.

FPWMP® Skill Categories & Learning Objectives

• Financial Planning
• Practice Management
• Business Development
• Relationship Management
• Investment Management

Visit Corporate Finance Institute (CFI) website for more details and to book this FPWMP® course.

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CFI is the leading global provider of training and productivity tools for finance and banking professionals. CFI delivers the skills, certifications, CPE credits, and resources to help anyone—from beginner to seasoned pro—drive their career in finance & banking.

For accredited courses a certificate will be sent directly to you from the appropriate awarding body.

For short courses a completion certificate is available at the end of the course.

All you need to complete online courses is a computer, tablet or smartphone and an internet connection.

Connection quality is the responsibility of the delegate. If you need to download free video conferencing software please visit our video conferencing software page where you can download the software specified by Corporate Finance Institute (CFI).

E-learning and Online (Instructor-led) training is more flexible, efficient, and cost-effective.

Short online courses also help employers to demonstrate that they have fulfilled their legal duties to ensure their personnel have been adequately trained.

Once the courses have been completed, a confirmation of results can be saved or printed as evidence. This can then be kept on record as evidence of suitable training.

After you purchase this course you will be contacted by Corporate Finance Institute (CFI).

Envico Limited is an independent intermediary working with Corporate Finance Institute (CFI) in an affiliate program. Envico is not accredited by or associated with CFI or any other examination body or institution in any way. All courses promoted on this website are delivered by independent and established accredited or approved training providers.