Career after Certified Financial Planner Course
The Certified Financial Planner CFP ® Professional ™ qualification is designed to equip managers with the financial skills required to make an important contribution to the development and maintenance of the financial function within organizations of all sizes.
86%
Percentage of the consumers prefer an advisor who has passed a certification exam and rigorous education program.
81%
4 out of 5 consumers prefer an advisor who takes all areas of their financial life into account.
91%
of CFP professionals surveyed say they are satisfied with their decision to pursue CFP certification.
83%
of CFP professionals say they have a competitive edge over other financial advisors.
90%
of CFP professionals believe certification gives them more credibility in the eyes of their clients.
90%
of investors see a potential financial advisor’s certifications as important.
WHY Certified Financial Planner (CFP)?
The Certified Financial Planner Certification portrays your dedication and expertise in handling finances. As a CFP Certified Professional you take into considerations all the aspects of their financial life and give them the best financial advice. More than 70% of consumers says they are more confident working with a CFP Certified professional.
Get more confidence and credibility in the eyes of your clients with the CFP Certification. Demonstrate that you’ve attained the knowledge and competency necessary to provide comprehensive personal financial planning advice to your clients.
CFP designation stands to gain professional competence from the curriculum, while the prestige that comes with holding the designation.
CFP Certification helps you get employed in almost all Wealth Management, Financial Planning Firm, Banks, Mutual Fund and other financial institutions in the field of Financial Planning & Wealth Management.
Certified Financial Planner Course
Topics
General financial planning principles
GInvestment planning
Retirement savings and income planning
Risk management and insurance planning
Tax planning
Estate planning
Professional conduct and regulation
Education planning
Total
% of Exam
17%
17%
17%
12%
12%
12%
7%
6%
100%
# of Exam Questions
29
29
29
20
20
20
12
11
170
Who should become a Certified Financial Planner?
Anyone looking to make a career in Financial Planning
Professionals looking to join Wealth Management or Financial Planning Firms
Develop your knowledge of best practices in Financial Planning
Distinguish yourself from your colleagues or competitors
CFP® certification opens the door to numerous opportunities to serve clients and help them reach their financial goals.
Job positions after Certified Financial Planner
- Financial Planner
- Client Services Advisor
- Wealth Management Advisor
- Financial Analyst
- Investment Manager
- Portfolio Manager
Why Delphi?
Certified & Professional Trainers
Our faculties are qualified & industry experts with significant experience in their domain.
Live Instructor Led Training
We conduct live classes through GoToMeeting, Zoom and other live meeting software.
Cloud e-learning portal
Get live class notifications, view class recordings, or practice questions all in one access.
Flexible Batch Timings
All our batch schedules are designed to support work while you study principle.
Placement Assistance
We guide you to benefit from the newly acquired global professional certification.
Reputed Study Materials
We provide internationally reputed study materials with our customized success slides.
How to become a Certified Financial Planner?
PREPARE
Start your CFP Certification Preparation with Delphi.
REGISTER
Register with CFP.net/account for the CFP Certification
SCHEDULE EXAMS
Our consultant will help you to schedule the examinations in your nearest Prometric Exam center and complete all the formalities
PASS THE CFP EXAM
Pass the CFP Exam and then apply for the CFP Certification
CFP Course Trainer
Shyam Sarrof
Shyam is a versatile scholar and trainer, possessing a hard-core Advisory, Control & Risk Management experience of more than 22 years.Read More
Avijit Goswami
Mr. Avijit Goswami, an educationist possessing the qualities of a leader has come back to India to launch his education venture Read More
CFP Course FAQs
CERTIFIED FINANCIAL PLANNER is a professional designation for financial planners. Its governing body is CFP Board.
CFP Certified usually become financial planners or advisers, helping clients with investment decisions, selecting insurance policies taxes and retirement plans.
Recruiters and prospective employers recognize CFP certification as the most desired designation in the growing financial planning and advisor field. If your objective is a career as a financial planner or financial adviser, you should consider earning the CFP mark, which means taking and passing the exam.
- Complete a CFP Board-registered education program and make sure CFP Board is notified.
- Sit for the CFP® exam.
- Hold or earn a bachelor’s degree from an accredited university or college within five years of passing the CFP exam.
- Demonstrate financial planning experience.
- Pass CFP Board’s Candidate Fitness Standards.
The CFP exam consists of 170 multiple-choice questions that test your ability to apply your financial planning knowledge to client situations. The topic weights break down as follows:
| Topics | % of Exam | # of Exam Questions |
|---|---|---|
| General financial planning principles | 17% | 29 |
| GInvestment planning | 17% | 29 |
| Retirement savings and income planning | 17% | 29 |
| Risk management and insurance planning | 12% | 20 |
| Tax planning | 12% | 20 |
| Estate planning | 12% | 20 |
| Professional conduct and regulation | 7% | 12 |
| Education planning | 6% | 11 |
| Total | 100% | 170 |
There are three levels of pricing for the CFP exam:
- Early: $725 (prior to 6 weeks before the registration deadline)
- Standard: $825 (between 6 and 2 weeks before the deadline)
- Late: $925 (inside of 2 weeks before the deadline)
The most CFP Board says on the passing score for the exam is that it is based on a minimal competency level required to pass the exam, which is determined by CFP professionals. In 2018, the overall pass rate was 60 percent, and the pass rate for first-time exam takers was approximately 64 percent.
Candidates who do not pass the exam on their first try can take it two more times in a 24-month period. You then have to wait a year before retaking it. If you don’t pass the exam after five attempts, you cannot take it again.
Self Paced Video Course Study on your Own?
Don’t have time to attend the live classes, no worries. Get the Internationally reputed Self Study kit and access to our e-learning portal at the best price and prepare for your CFP Course in your own style.
Get Access to
-
Internationally Reputed Study Materials & Exam Kit
100+ Hours of Recorded Videos
3,000+ Practice Questions & Mock Tests
24*7 Access to EduDelphi e-learning portal
Expert Doubt Clearing Sessions
Read our blog
CMAs role in an Organization as a CFO
The CMAs (Cost Accountants/Certified Management Accountants) play a major role in any organization. The course content for CMA qualification along with practical experience ideally equips a CMA to successfully play the role of a Chief Financial Officer (CFO) in an Organization. Fact is that the CFO’s are responsible for too many things in an organization. … Continue reading "CMAs role in an Organization as a CFO"
Difference between CMA, CPA and CIA Courses in Accounting and Auditing
What is Course CMA? CMA is one of the highest levels of certification course in Management Accounting. This certification course is awarded by the Institute of Management Accountants (IMA) USA, which is recognized worldwide. The abbreviation, of course, CMA is Certified Management Accountant. The CMA USA examination is completely computerized. This certification exam can be … Continue reading "Difference between CMA, CPA and CIA Courses in Accounting and Auditing"
The Advantages of a Career in Accounting
What is Accounting? Accounting is a systematic way of recording Financial Transactions pertaining to a Business, prepares and checks Financial Statements with taxes and other budgetary records. This is also a process of Identifying Verifying Storing Measuring Retrieving Classifying Summarizing Communicating Financial Information It actually shows Profit, Loss, Value and Nature of the business for … Continue reading "The Advantages of a Career in Accounting"
