Back to Introduction to Financial Planning and Wealth Management
Learner Reviews & Feedback for Introduction to Financial Planning and Wealth Management by Corporate Finance Institute
15 ratings
About the Course
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. Upon completing this course, you will be able to: • Describe the current state of the wealth
management and financial planning industry and where it is headed. • Explain the different career paths available in a holistic way that is
region-agnostic. • Identify which essential skills and personality traits are typically found in the most successful Advisors in ea...
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. Upon completing this course, you will be able to: • Describe the current state of the wealth
management and financial planning industry and where it is headed. • Explain the different career paths available in a holistic way that is
region-agnostic. • Identify which essential skills and personality traits are typically found in the most successful Advisors in ea...
Filter by:
1 - 3 of 3 Reviews for Introduction to Financial Planning and Wealth Management
By Kovimariva S M
•Mar 6, 2025
Very relevant
By Sanjog K
•Mar 29, 2025
Beneficial !
By Abhinav L
•Apr 6, 2025
Explains what a wealth manager does, and the industry and careers. Does not get into the details of financial planning.