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)
6,870 already enrolled
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Gain insight into a topic and learn the fundamentals.
46 reviews
Beginner level
No prior experience required
4 hours to complete
Flexible schedule
Learn at your own pace
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Shareable certificate
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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
There are 9 modules in this course
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Instructor
Instructor ratings
(12 ratings)Offered by
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Indian School of Business
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Showing 3 of 46
AL
Reviewed on Apr 5, 2025
Explains what a wealth manager does, and the industry and careers. Does not get into the details of financial planning.
SM
Reviewed on Sep 9, 2025
Quick and clear content that presents a good overview of the two different roles.
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