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.
Certified Financial Planner Course
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
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.
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. Learn more.
How to become a Certified Financial Planner?
Start your CFP Certification Preparation with Delphi.
Register with CFP.net/account for the CFP Certification
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 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|
|Retirement savings and income planning||17%||29|
|Risk management and insurance planning||12%||20|
|Professional conduct and regulation||7%||12|
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.
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