Financial Planning & Wealth Management Professional (FPWMP®)
Leadership & Management · Self-paced (approx. 150–200 hours) · Corporate Finance Institute (CFI)
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Course Overview
A certification that provides a comprehensive curriculum for personal finance, wealth management, and advising high-net-worth clients.
None; designed for financial planners wealth managers and advisors.
Key Takeaways
- 1A certification that provides a comprehensive curriculum for personal finance, wealth management, and advising high-net-worth clients.
Who Should Attend?
- Teams in Wealth Management
- Teams in Financial Planning
- Teams in Personal Finance
- Teams in Advisory
About the Certificate
This programme aligns with the standards set by Corporate Finance Institute (CFI). Delivery is by verified Skillware providers.
Related courses
FAQ
What language will the course be taught in?
Courses are delivered in English unless otherwise stated. A working professional level of English is recommended.
What formats are courses offered in?
Most programmes run as face-to-face classroom sessions, virtual live-instructor sessions, or in-house cohorts on-site for your team.
Are courses accredited?
Where the programme is accredited, the body is listed in the “About the Certificate” section above.
Are CPD points or PDUs provided?
Where the accreditation body issues CPD/PDU points, the certificate of attendance will state the eligible amount.
How can I register?
Click “Request training” at the top. A verified provider will reach out to confirm seats, schedule, and invoicing.
Are there group discounts?
Yes — discounts are available for cohorts of 3 or more from the same organization. Submit a quote request to see the group rate.