Why CFP Certification?
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 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.
CFP designation stand to gain professional competence from the curriculum, while the prestige that comes with holding the designation. To become a CFP Certified Professional one has to meet initial and ongoing education, experience and professional development requirements, pass a rigorous exam, and adhere to a code of ethics, pledging to provide financial planning in the interests of clients and with the highest ethical and professional standards.
CFP Certification Course
The CFP designation stand to gain professional competence from the curriculum, while the prestige that comes with holding the designation. The CFP certification helps financial professionals better understand their clients’ overall financial situations.
CFP Course Content
Professional Conduct and Regulation (7%)
General Financial Planning Principles (17%)
Education Planning (6%)
Risk Management and Insurance Planning (12%)
Investment Planning (17%)
Tax Planning (12%)
Retirement Savings and Income Planning (17%)
Estate Planning (12%)
Who should become a CFP?
Anyone looking to make a career in Financial Planning
Professionals looking to join Wealth Management or Finacial Planning Firms
Develop your knowledge of best practices in Financial Planning
Distinguish yourself from your collegues or competitors
Job positions after CIA
- Financial Planner
- Financial Analyst
- Client Services Advisor
- Investment Manager
- Wealth Management Advisor
- Portfolio Manager
- Personal Financial Planner
- Associate Advisor
Why Delphi?
Online and Classroom Training
Learn from CFP Certified Industry Experts and Prepare yourself for CFP certification.
Best CFP Study Material
Hard Copy and Soft Copy of Study Notes
Online CFP Course Materials
Presentation, Case Studies, Practical Exercises and Quiz or Assignments with explanation.
Doubt solving forum to interact with faculty & fellow students.
Work on real time cases from different Domains.
24×7 Access to Course Material (Unlocked Excel Models, Presentations, etc)
Exam Pass Guarantee
We guarantee you’ll pass your exam on the first attempt. Learn more.
How to Become a CFP?
Prepare
Start your preparation Delphi CFP Certification Prepartion Classes
Register
Register with FPSB 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 all the levels of the CFP Exams and then apply for the CFP Certification.
CFP Course Trainer
Alex Mattew
CPA (USA), CMA (USA), FCS, FCMA, LLB, CFA, M.Com.
Mr. Avijit Goswami, an educationist possessing the qualities of a leader has come back to India to launch his education venture with the objective of providing the opportunities to the Indian students to secure foreign qualifications and relevant certifications in their chosen field of profession. He worked for more than 16 years in different Professional capacities in various sectors of the industries abroad and he also had run successfully his Education Institute in Gulf countries for more than 8 years.
CFP Course Highlights
Self Paced
ELearning at your own pace
- 120+ Hours of Recorded Videos
- 300+ Exam Success Slides
- 4500+ Practice Questions
- 365 Days of Access to eLearning Portal
- 24*7 Support
Live Online
Live Instructor Led Online Classes
- 120+ Hours of Recorded Videos
- 300+ Exam Success Slides
- 4500+ Practice Questions
- 365 Days of Access to eLearning Portal
- 24*7 Support
In-house Live
Corporate or One to One Training
- 120+ Hours of Recorded Videos
- 300+ Exam Success Slides
- 4500+ Practice Questions
- 365 Days of Access to eLearning Portal
- 24*7 Support
CFP Course FAQs
Frequently asked questions for CIA Courses in Dubai
Below mentioned steps need to follow to register for CIA Examination;
- Join the FPSB
- Pay Membership Fees
- Register and pay Exam Fees
- Acknowledgement of Registration
- Schedule your Examination
- Appear for the Exam
CFP exams are held in respective windows in March, July and November
Yes, you can reschedule the Examination
Yes you can.
You will be provided the following:
- Original E-text Books
- Lectures of 30 to 40 Hours for Part-1, 30 to 40 Hours for Part-2 & 50 to 60 Hours for Part-3
- Practice MCQs
- Study Plan
- Digital Flash Cards
- Mock Exam
- 5 Hours Revision Session as well Mock Test before exam
- Success Notes & Guidance before Examination
- Comprehensive Support for all FPSB formalities & Logistics
- Follow up Classes, Revision Classes near Exam
Yes, Delphi acts as a complete guide for those aspiring to achieve the CFP qualification.
Delphi promises success in your CFP Exam, however, if you are unsuccessful, you can avail the pass promise and attend the next batch free.
The average pass percentage of CFP students at Delphi are approximately 80% to 90%.
Self Paced Video Course
Study on your Own?
Don’t have time to attend the live classes, No worries. Get the Internationally acclaimed Self Study kit and access to our e-learning portal at the best price and prepare for your CFP Certification in your own style.
Get Access to
- Original Self Study Kit
- 100+ Hours of Recorded Videos
- 4000 Practice Questions
- 365 Days Access to our e-learning portal
- Upto 4 Hours Expert Doubt Clearing Sessions