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

 

8 Principal Knowledge Topic Categories
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.

24×7 Online CFP Course Forum

Doubt solving forum to interact with faculty & fellow students.

Assignments & Cases

Work on real time cases from different Domains.

24×7 Online Access

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?

01

Prepare

Start your preparation Delphi CFP Certification Prepartion Classes

02

Register

Register with FPSB for the CFP Certification

03

Schedule Exams

Our consultant will help you to schedule the examinations in your nearest prometric Exam center and complete all the formalities.

04

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;

  1. Join the FPSB
  2. Pay Membership Fees
  3. Register and pay Exam Fees
  4. Acknowledgement of Registration
  5. Schedule your Examination
  6. Appear for the Exam

CFP exams are held in respective windows in March, July and November

The process normally takes 2 to 3 Weeks.

Yes, you can reschedule the Examination

You will be provided the following:

  1. Original E-text Books
  2. Lectures of 30 to 40 Hours for Part-1, 30 to 40 Hours for Part-2 & 50 to 60 Hours for Part-3
  3. Practice MCQs
  4. Study Plan
  5. Digital Flash Cards
  6. Mock Exam
  7. 5 Hours Revision Session as well Mock Test before exam
  8. Success Notes & Guidance before Examination
  9. Comprehensive Support for all FPSB formalities & Logistics
  10. 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

Start Today

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