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

Colleagues, the “Financial Planning & Wealth Management Professional Certification (FPWMP®)” program from the Corporate Finance Institute you will learn Financial Planning, Practice Management, Business Dev, Relationship Management, Investment Management. [29 courses - 8 prep courses, 12 core courses, and 9 electives 130+ interactive exercises]. 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. Core Courses include: 1) Financial Planning Principles, 2) Asset Classes and Financial Markets, 3) Portfolio Management for Retail Clients, 4) Economics for Financial Advisors, 5) Risk Management and Insurance Planning, 6) Effective Communication for Client Facing Advisors, 7) Effective Business Writing, 8) Behavioral Finance, 9) Alternative Investments for Wealth Advisors, 10) Networking, Prospecting, and Converting Leads, and 11) Mastering Client Discovery. Upon completion of the program, you will receive a block-chain digital certificate with your new credentials.

Enroll today at (teams & execs welcome): https://corporatefinancialinstitute.pxf.io/4GKe49 

Download your free Finance, Accounting & Banking - Career Transformation Guide.

Much career success, Lawrence E. Wilson - Financial Certification Academy (share with your team)