Corporate Finance Institute – Careers in Financial Planning and Wealth Management

This course introduces you to the holistic, 7-step financial planning process that underpins the journey an advisor takes their clients through. You will learn about the common milestones in life that you may want to plan for, and how an advisor will guide you through the journey.

• Identify the seven steps in the financial planning process
• Describe the purpose of a financial plan and why it is important
• Create a client in-take profile with comprehensive quantitative and qualitative information

Careers in financial planning and wealth management are incredibly direct, meaningful, and impactful. It takes more than one advisor to help build a financial life plan for an individual or family, and this course explores all those career paths available behind the scenes.

This Careers in Financial Planning and Wealth Management course has been tailor-made for those interested in pursuing a career in financial planning and wealth management.

What You’ll Learn In Careers in Financial Planning and Wealth Management?

• Describe what makes someone successful in financial planning and wealth management
• Explain the compensation structure for financial planners and wealth managers
• Identify differences and similarities between the various careers in financial planning and wealth management
• Understand what a typical day-in-the-life is for career paths discussed
• Determine what financial planning and wealth management career path may be best suited for your passion, skillset, and personality
• Explain where people in financial planning and wealth management work

Sale Page: Corporate Finance Institute – Careers in Financial Planning and Wealth Management

When will I receive my course?

You will receive a link to download your course immediately or within 1 to 21 days. It depends on the product you buy, so please read the short description of the product carefully before making a purchase.

How is my course delivered?

We share courses through Google Drive, so once your order is complete, you'll receive an invitation to view the course in your email.

To avoid any delay in delivery, please provide a Google mail and enter your email address correctly in the Checkout Page.

In case you submit a wrong email address, please contact us to resend the course to the correct email.

How do I check status of my order?

Please log in to MMOCourse account then go to Order Page. You will find all your orders includes number, date, status and total price.

If the status is Processing: Your course is being uploaded. Please be patient and wait for us to complete your order. If your order has multiple courses and one of them has not been updated with the download link, the status of the order is also Processing.

If the status is Completed: Your course is ready for immediate download. Click "VIEW" to view details and download the course.

Where can I find my course?

Once your order is complete, a link to download the course will automatically be sent to your email.

You can also get the download link by logging into your MMOCourse.org account then going to Downloads Page.