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URL: https://www.coursera.org/learn/careers-in-financial-planning-and-wealth-management

⇱ Introduction to Financial Planning and Wealth Management | Coursera

Introduction to Financial Planning and Wealth Management

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Introduction to Financial Planning and Wealth Management

This course is part of multiple programs.

8,590 already enrolled

Included with

Gain insight into a topic and learn the fundamentals.
4.6

52 reviews

Beginner level
No prior experience required
4 hours to complete
Gain insight into a topic and learn the fundamentals.
4.6

52 reviews

Beginner level
No prior experience required
4 hours to complete

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

1 assignment

Taught in English
Flexible schedule
Learn at your own pace

Build your subject-matter expertise

This course is available as part of
When you enroll in this course, you'll also be asked to select a specific program.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate

There are 9 modules in this course

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.

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. 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.

This course will help you gain a strong understanding of Wealth Management and Financial Planning from two key perspectives: industry and careers. You will develop a comprehensive understanding of where the industry is today, where it’s going, and what could be in it if you decide to pursue a career. Finally, you will explore the key career paths from a holistic, region-agnostic point of view and explain each role’s day-to-day and what skills an exceptional advisor in the role demonstrates.

What's included

1 video1 reading

1 video•Total 2 minutes
  • Course Introduction•2 minutes
1 reading•Total 5 minutes
  • Downloadable Files•5 minutes

What's included

3 videos

3 videos•Total 11 minutes
  • Growth: Past, Present, and Future•4 minutes
  • Industry Overview: Institutions and Organizations•4 minutes
  • What's In It For You?•3 minutes

What's included

5 videos5 readings1 plugin

5 videos•Total 18 minutes
  • Wealth Management vs Asset Management•3 minutes
  • What is Wealth Management•4 minutes
  • Wealth Management vs Financial Planning•4 minutes
  • How Wealth Management Differ•3 minutes
  • Top Industry Players•5 minutes
5 readings•Total 25 minutes
  • Poll Exercise: Asset vs Wealth Management•5 minutes
  • Poll Exercise: Financial Planning vs Wealth Management•5 minutes
  • Poll Exercise: Who Are the Top Global Wealth Managers?•5 minutes
  • Net Worth Calculator•5 minutes
  • Net Worth Calculator Solution•5 minutes
1 plugin•Total 5 minutes
  • Interactive Exercise 1•5 minutes

What's included

9 videos4 readings

9 videos•Total 29 minutes
  • Career Paths and Skill Set•2 minutes
  • Financial Planning: Role and Skills•4 minutes
  • Financial Planning: Compensation Structure•3 minutes
  • Financial Planning Continued•1 minute
  • Wealth Management Roles•1 minute
  • Investment Advisors•5 minutes
  • Portfolio Managers•5 minutes
  • Compensation for Wealth Managers•3 minutes
  • 'Sink' or 'Swim' Compensation•4 minutes
4 readings•Total 20 minutes
  • Financial Planner Advisor Fee Calculator Exercise•5 minutes
  • Financial Planner Advisor Fee Calculator Exercise Solution•5 minutes
  • Investment Advisor Compensation Calculator Exercise Guide•5 minutes
  • Investment Advisor Compensation Calculator Guide Solution•5 minutes

What's included

3 videos1 plugin

3 videos•Total 9 minutes
  • Job Risks and Fit•3 minutes
  • Job Risks and Fit Continued•3 minutes
  • Commonalities to Consider Across the Board•3 minutes
1 plugin•Total 10 minutes
  • Interactive Exercise 2•10 minutes

What's included

2 videos1 reading1 plugin

2 videos•Total 7 minutes
  • Advisor's Day-to-Day Activities•6 minutes
  • What Makes the Career Path Attractive•1 minute
1 reading•Total 5 minutes
  • Poll Exercise: Why become an advisor?•5 minutes
1 plugin•Total 10 minutes
  • Interactive Exercise 3•10 minutes

What's included

2 videos1 plugin

2 videos•Total 8 minutes
  • Where do FPs and WMs work?•3 minutes
  • As Support Staff and Independent Practitioner•4 minutes
1 plugin•Total 15 minutes
  • Interactive Exercise 4•15 minutes

What's included

1 video

1 video•Total 1 minute
  • Summary•1 minute

What's included

1 assignment

1 assignment•Total 75 minutes
  • Qualified Assessment•75 minutes

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructor

Instructor ratings
4.8 (12 ratings)
Corporate Finance Institute
50 Courses•150,669 learners

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Learner reviews

  • 5 stars

    73.07%

  • 4 stars

    19.23%

  • 3 stars

    1.92%

  • 2 stars

    1.92%

  • 1 star

    3.84%

Showing 3 of 52

SM
·

Reviewed on Sep 9, 2025

Quick and clear content that presents a good overview of the two different roles.

AL
·

Reviewed on Apr 5, 2025

Explains what a wealth manager does, and the industry and careers. Does not get into the details of financial planning.

Frequently asked questions

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Financial aid available,