💼 Wealth Manager / Financial Planner
Finance & Accounting career path
US licences and UK diplomas, the CFP mark, then private-wealth specialism.
Typical roles
- Paraplanner
- Financial Adviser
- Financial Planner
- Wealth Manager
- Private Banker
Suggested certifications, by phase
Foundation
- SIE Securities Industry Essentials Exam
- CFA IF CFA Institute Investment Foundations Certificate
Core
- Series 7 General Securities Representative Qualification Exam (Series 7)
- Series 65 Uniform Investment Adviser Law Exam (Series 65)
- CFP CERTIFIED FINANCIAL PLANNER
- ChFC Chartered Financial Consultant
- CII DipPFS CII Level 4 Diploma in Regulated Financial Planning
Advanced
- CII APFS CII Advanced Diploma in Financial Planning (Chartered Financial Planner)
- IWI CIMA Certified Investment Management Analyst (CIMA)
Mastery
- CPWA Certified Private Wealth Advisor
- PFS Personal Financial Specialist
A suggestion, not a set of prerequisites — one or two certifications per phase is plenty.