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Fast-Tracking Your Career in Financial Planning & Wealth Management

Dive into wealth management career paths

Written by Meeyeon Park
Read Time 65 minutes

Whether you’re an aspiring financial advisor or a current professional looking to level up your practice, CFI’s freshly-launched Financial Planning and Wealth Management (FPWMP™) program paves your way there. This Valentine’s Day, we’ll be sharing the love by diving into wealth management career paths and answering any questions you have about finding—and succeeding in—yours.

Join Meeyeon Park, Director, Financial Planning and Wealth Management, and Chris Wyman, President, Pathfinder Business Consulting, for a live webinar.

At the end of the session, you’ll have a clear understanding of:

  • A general industry outlook
  • Wealth management career paths and trajectories
  • Challenges for current professionals
  • FPWM program details
  • Get your questions answered!

Watch the Webinar

Click to access the presentation deck and check out our wealth management resources.

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