- Duration / Course length: 6 Months
- Timings: Enquire
Course details
Certified Financial Planner (CFP) Program Overview:
The Certified Financial Planner (CFP) designation is the highest standard for financial planning professionals worldwide. Achieving this prestigious certification aligns you with a global community of over 150,000 CFP professionals, including more than 5,500 in Australia. Administered by the Financial Planning Association (FPA) in Australia, the CFP mark is a trusted symbol of excellence, representing commitment to the highest professional and ethical standards in financial planning.
Program Objectives:
By completing the CFP program, participants will:
- Function as ethical and skilled practitioners in financial planning.
- Master the core financial planning competencies required for the CFP certification exam.
- Utilize tools and frameworks to stay current with financial planning knowledge and strategies.
- Apply financial planning theories through case studies and problem-solving exercises.
- Solve complex financial problems and help clients achieve their financial goals.
- Serve as trusted advisors, counselors, and coaches in the financial services industry.
Who Should Attend?
This program is designed for professionals seeking to advance their careers in financial planning and related fields, including:
- Financial Planners
- Accountants
- Investment Advisors
- Stockbrokers
- Trust Officers
- Attorneys
- Bankers
- Retirement or Benefits Specialists
- Insurance Agents
- Investors
Benefits of Attending:
- Gain recognition as a Certified Financial Planner, a trusted mark of excellence in the financial planning industry.
- Enhance career opportunities by mastering skills needed for high-level financial planning roles.
- Access resources and support from the Financial Planning Association in Australia.
- Acquire practical knowledge that can be immediately applied to real-world financial management scenarios.
- Build a strong foundation in financial accounting, analysis, and management strategies essential for career growth.
Course Syllabus:
Module A: Introduction to Financial Accounting
- Basics of Accounting
- Accounting Concepts and Conventions
- Chart of Accounts and Accounting Principles
Module B: Recording Business Transactions
- Journal Entries for Receipts, Payments, Sales, Credit Notes, Purchases, and Debit Notes
Module C: Management Information System (MIS) Reports
- Financial Statement Analysis
- Ratio Analysis
Module D: Working Capital Management
- Cash Management
- Accounts Receivable (A/R) Management
- Inventory Management
- Accounts Payable (A/P) Management
Eligibility / Requirements
A bachelor's degree or higher in any discipline is typically required. Some courses related to financial planning may also be beneficial. At least three years of full-time financial planning experience or equivalent part-time experience (6,000 hours) is required. Alternatively, two years of apprenticeship experience (4,000 hours) under the guidance of a qualified professional may suffice.
Job roles this course is suitable for:
Entry-Level Financial PlannerInvestment AdvisorWealth Ma...About MMTI - Marvel Management Training Institute Bahrain
Let us introduce ourselves as an Executive Education and Continuing Professional Development center specialized in preparing management professionals to achieve their career high through certification in their respective field.MMTI has specialized in providing professionals the knowledge & tools to drive their business. MMTI is a leader in developing and delivering corporate and professional educational solutions.Our approach focuses on learning that empowers you to acquire knowledge, apply it, achieve results, and then interpret those results to identify new opportunities- again and again.
Benefits from MMTI:
- PMI authorized Premier Training Partner
- Pearson VUE select authorized testing center
- Make it easy Study Materials
- Module wise/Chapter wise tests
- Unlimited number of Full length/Module wise Mock up tests (PMP)
- Post training support on subject and exams
- Membership and Exam scheduling assistance
- Free Re-training for unsuccessful aspirants
- TAMKEEN/MOL support assistance
- Regular reminders for classes, exams
- Scheduling to attend the missed classes
Our Vision:
- To be pioneer institute and the training provider of choice by the industry.
- To train most number of professionals in the region we belong to through our easy and dedicated methodology
in training to lead the professionals toward success.
Our Mission:
- Inspire by Quality and Excellent training
- Lead by Example
- Guide towards goals
- Motivate towards success
- Make them feel easy to understand by using Teamwork
- Mentor them with great experience and knowledge.
Enquire about this course
You may add more courses here,
your list will be saved.
