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Careers in Financial Planning and Wealth Management

Many career paths call for expertise in financial planning and wealth management. Jobs can vary from working for a large securities firm advising clients on investments, to being an independent financial planner. They can be as specialized as selling insurance products or mutual funds, or as broad-reaching as working with a team of experts in law, taxation and estate planning to serve the complex needs of a high-net-worth investor.

A common foundation is learning what it takes to complete a financial plan, recommend solutions and implement the appropriate products for clients to fulfill their financial objectives. Click through to learn about the following jobs and how CSI courses can take you there:

Career Related Courses & Seminars
Investment Representative
Investment Advisor
Mutual Fund Sales Representative


Life Insurance Sales Agent
Financial Planner
Wealth Management Advisor
Personal Banking Representative