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.

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 % 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

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.

Exam Pass Guarantee

We guarantee you’ll pass your exam on the first attempt.

How to become a Certified Financial Planner?

01

PREPARE

Start your CFP Certification Preparation with Delphi.

02

REGISTER

Register with CFP.net/account 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 the CFP Exam and then apply for the CFP Certification

CFP Course Trainer

Shyam Sarrof

CPA (USA), CMA (USA), ACA, ACMA, CS, CFA, ACTM, MBA, B Com (H)

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

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 Read More

Certified & Professional Trainers

Our faculties are qualified & industry experts with significant experience in their domain.

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.

The CFP exam is a multiple-choice, computer-based exam. It consists of two 3-hour sessions that are divided into distinct subsections (two subsections within each session). The sessions are separated by a 40-minute scheduled break. You may also take an optional break between the subsections. It is offered three times a year in March, July, and November

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.

Earning the CFP certification involves the following steps:

  1. Complete a CFP Board-registered education program and make sure CFP Board is notified.
  2. Sit for the CFP® exam.
  3. Hold or earn a bachelor’s degree from an accredited university or college within five years of passing the CFP exam.
  4. Demonstrate financial planning experience.
  5. Pass CFP Board’s Candidate Fitness Standards.
To sit for the CF exam, you will need to complete a CFP Board-registered education program first. After you complete it, CFP Board must be notified. There are no degree requirements to sit for the CFP exam, but you will have to earn a bachelor’s degree within five years of passing the exam.
The CFP exam is computer-based and administered at a Prometric testing center.
The topics covered on the CFP exam include general financial planning principles, investment planning, retirement savings and income planning, risk management and insurance planning, tax planning, estate planning, professional conduct and regulation, and education planning.

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.