BECOME A CERTIFIED FINANCIAL PLANNER WITH SUNWAY COLLEGE
Your Pathway ToGLOBAL Recognition |
Exposed ToUNLIMITED Opportunity |
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PROFESSIONAL Accreditation  |
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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 3 Class commencing March 2024 |
| MODULE 4 Class commencing October 2024 |
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
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Gold Standard The CFP CERT TM designation is recognised as the gold standard of financial planning. |
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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). |
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Preferred Qualification for Employment The preferred qualification for employment and promotion by financial institutions dealing in personal financial services. |
Downloadable Materials
