Meeyeon Park & Mark R – Introduction to Financial Planning and Wealth Management: Industry and Careers – CFI Education

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Exploring the Essential Features of “Meeyeon Park & Mark R – Introduction to Financial Planning and Wealth Management: Industry and Careers – CFI Education”

Introduction to Financial Planning and Wealth Management: Industry and Careers

This course will help you gain a strong understanding of Wealth Management and Financial Planning from two key perspectives: industry and careers.

• Develop a comprehensive understanding of where the industry is today, where it’s going, and what could be in it for you should you decide to pursue a career in it.
• Identify the key career paths from a holistic, region-agnostic point of view.
• Explain what each role’s day-to-day is and what skills an exceptional advisor in the role demonstrates.

Overview

Introduction to Financial Planning and Wealth Management: Industry and Careers Overview

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.

Introduction to Financial Planning and Wealth Management: Industry and Careers Learning Objectives

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 each career path.
• Determine which path you would most like to pursue further research.

Who Should Take This Course?

Anyone interested in the wealth management and financial planning industry – whether you are looking to pursue a career in it or just learn more about it. 

What you’ll learn

Introduction
Introduction 
Learning Objectives
Downloadable Files

Industry Overview
Growth: Past, Present, and Future 
Industry Overview: Institutions and Organizations 
What’s In It For You? 

Business Insights
Poll Exercise: Asset vs Wealth Management
Wealth Management vs Asset Management
What is Wealth Management
Poll Exercise: Financial Planning vs Wealth Management
Wealth Management vs Financial Planning
How Wealth Management Differ
Poll Exercise: Who Are the Top Global Wealth Managers?
Top Industry Players
Interactive Exercise 1

Career Paths
Career Paths and Skill Set
Financial Planning: Role and Skills
Financial Planning: Compensation Structure
Financial Planner Advisor Fee Calculator Exercise
Financial Planning Continued
Wealth Management Roles
Investment Advisors
Portfolio Managers
Compensation for Wealth Managers
‘Sink’ or ‘Swim’ Compensation
Investment Advisor Compensation Calculator

Considerations for Both Career Paths
Job Risks and Fit
Job Risks and Fit Continued
Commonalities to Consider Across the Board
Interactive Exercise 2

What Advisors Do | What Makes The Career Path Attractive
Advisor’s Day-to-Day Activities
Poll Exercise: Why become an advisor?
What Makes the Career Path Attractive
Interactive Exercise 3

Getting Recruited
Where do FPs and WMs work?
As Support Staff and Independent Practitioner
Interactive Exercise 4

Course Summary
Course Summary

Qualified Assessment
Qualified Assessment

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