Introduction to Financial Planning and Wealth Management

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

• Describe the current state and future trends of the wealth management and financial planning industry
• Explain different career paths in a holistic and region-agnostic manner
• Identify key skills and personality traits of successful advisors in each path
• Determine the career path for further research

• Basic computer and internet skills
• Ability to read English instructions and complete short practice activities