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

CFP Course Syllabus:

 

    An Introduction to Risk Management 

    An introduction to the concepts, theories and systems involved in modern-day risk management methodologies, giving you a broad grasp and introduction to this intensive course 

    Exercise – Risk Register 

    Categories of Risk
    Operational Risk Management

    What is operational risk and how can your business monitor and protect itself from this risk

    How do we capture data from across the enterprise to identify these internally focused risks

    Strategic Risk Management

    Risk Linkages and Value Added

    Identifying and Implementing Risk Standards

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 preparation Delphi CFP Certification Preparation 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

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

Below mentioned steps need to follow to register for CFP 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

Yes can take CFP Certification Exam as many times as you can!

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.

Our Course consists of following which is unique in the market:

  • Theoretical Knowledge – Academic Part
  • Real Time Knowledge _ based on real time and current Scenarios
  • Real Life Case Study
  • CPEs
  • Delphi Faculty is managed by Industry Professionals

We at Delphi has our own proven methodology – we do not follow competitors and other service providers as we believe in delivering education and make careers which is associated with value addition.