Certified Financial Consultant Professional (CFCP)
Overview
The Certified Financial Consultant Professional (CFCP) certification by GAQM prepares professionals for financial consulting and advisory roles. It combines financial planning expertise with the client-management skills required to advise individuals and businesses effectively.
The program covers financial planning, investment and insurance basics, retirement and estate planning, and the advisory process, enabling consultants to deliver well-structured, client-focused financial advice.
Course Content
- The financial advisory process and client needs analysis
- Personal and business financial planning fundamentals
- Investment basics, risk tolerance and asset allocation
- Insurance, retirement and estate planning essentials
- Constructing and presenting financial recommendations
- Professional and ethical standards for financial consultants
Targeted Audience
- Financial consultants and independent financial advisers
- Bank and insurance staff in advisory or wealth roles
- Accountants extending services into financial consulting
- Graduates entering the financial advisory profession
Exam Registration & Certification
The Certified Financial Consultant Professional (CFCP) certification is awarded by the Global Association for Quality Management (GAQM) after passing the corresponding certification examination. As an accredited GAQM test center, our academy handles the exam registration and administration for our candidates.
Each GAQM exam voucher includes two attempts, so candidates who do not pass on the first attempt may retake the exam with their second attempt. Once passed, the certification is valid for life and does not require renewal.
- Review the certification syllabus and exam objectives.
- Register for the Certified Financial Consultant Professional (CFCP) exam with our academy and book your preferred exam date and time.
- Prepare using the recommended study materials, e-course and practice questions.
- Sit the computer-based exam at our academy (we are an accredited GAQM test center).
- Pass the exam to earn your GAQM certification, which is valid for life.