Micro-Credential in Certified Financial Planner (CFP)

Micro-Credential in Certified Financial Planner (CFP)

Learn More About Victoria University

ENQUIRE NOW

BECOME A CERTIFIED FINANCIAL PLANNER WITH SUNWAY COLLEGE

Your Pathway To

GLOBAL

Recognition

Exposed To

UNLIMITED

Opportunity

PROFESSIONAL

Accreditation

Overview

CFP

A global standard programme that is recognised internationally including Australia, USA, UK and Canada.Certified Financial Planner CERT TM is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement. CFP professional certification programme revolves around the 4Es – “Education, Examination, Experience and Ethics.

CFP

Enrollment In Progress

MODULE 1 & 3
Class commencing April 2025
MODULE 2 & 4
Class commencing October 2025

Modular Exemption

Victoria University Bachelor of Business degree @ Sunway College, Sunway University Bachelor degree and ACCA students are entitled for exemption offered by Financial Planning Association of Malaysia (FPAM).

Modules Exempted Required to complete
Module 1
Foundation in Financial Planning & Tax Planning
Module 3
Investment Planning & Retirement Planning
Module 2
Insurance Planning & Estate Planning
Module 4
Financial Plan Construction & Professional Responsibilities

 

VUBB students* are entitled to be exempted from 2 (Module 1 and Module 2) out of the 4 CFP modules to obtain the globally recognised CFP title, a highly valued title for financial planners, quality trainers, lecturers and financial intermediaries.

* Exemption subject to major

 

Reasons To Pursue CFP

Gold Standard

The CFP CERT TM designation is recognised as the gold standard of financial planning.

Exemption from CUTE and FIMM

Holders of the CFP credential are eligible for exemption from the Computerised Unit Trust Examination (CUTE) and Private Retirement Scheme Examination conducted by the Federation of Investment Managers Malaysia (FIMM).

Preferred Qualification for Employment

The preferred qualification for employment and promotion by financial institutions dealing in personal financial services.

Downloadable Materials

VU CFP

Get Started
Your pathway to a brighter future starts here!

Explore the wonders of Sunway College and experience what it means to belong to an elite circle of industry leaders.