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.
Financial Risk Manager
Chief Financial Officer
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
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.
How to become a Certified Financial Planner?
Start your preparation Delphi CFP Certification Preparation Classes
Register with FPSB 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 all the levels of the CFP Exams and then apply for the CFP Certification.
CFP Course FAQs
Below mentioned steps need to follow to register for CFP 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.
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.
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
- 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.