Go to Course: https://www.coursera.org/learn/careers-in-financial-planning-and-wealth-management
Getting Started
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.
Industry OverviewBusiness InsightsCareer PathsConsiderations for Both Career PathsWhat Advisors Do | What Makes The Career Path AttractiveGetting RecruitedCourse SummaryQualified AssessmentUnderstanding 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