FPWMP™ | Program Updates

This article contains the historical updates and changes to CFI's Financial Planning & Wealth Management Professional (FPWMP™) Certification program.

Update History

Summary of Changes

• In August 2024, CFI's Financial Planning & Wealth Management Professional certification was recently updated to include Professional. 
• Previously, the certificate was recognized as “FPWM™” and will now be “FPWMP™” as shown on FPWMP certification landing page. 

If you are currently using the former letters in your signature or professional designation, we recommend updating your information to include the new additional letter. Otherwise, all coursework remains the same and no action is required.

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.