BECOME A CERTIFIED FINANCIAL PLANNER WITH SUNWAY COLLEGE
Your Pathway To
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.
Enrollment In Progress
Class commencing March 2024
Class commencing October 2024
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).
|Required to complete
Foundation in Financial Planning & Tax Planning
Investment Planning & Retirement Planning
Insurance Planning & Estate Planning
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
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.