FPWM™ | Program Updates
This article contains the historical updates and changes to CFI's Financial Planning & Wealth Management Professional (FPWM™) Certification program.
Update History:
Update History
| Announcement Date | Effective Date |
| November 1, 2023 | December 1, 2023 |
🗓️ Updates Effective December 1, 2023
Summary of Changes
- On December 1, 2023, a final exam will be added to the FPWM™ program requirements.
Why did we make these updates?
The decision to update the FPWM™ certification program was made to achieve several key objectives:
- Increase global credibility by aligning the program with the latest industry standards and best practices.
- Provide learners with improved methods to evaluate their knowledge and identify areas to enhance their skills, supporting continuous learning and professional growth.
Impact on existing FPWM™ certification holders
- Learners who complete their FPWM™ certification before December 1, 2023, will not be impacted by these program updates.
- Learners who have not met all the requirements by December 1, 2023, must adhere to the updated requirements. These updated requirements are intended to enhance the value of the certification.