Updating Results

Micro-Credential: Certified Financial Planner (CFP)

  • Non-Award

A globally recognized programme for financial planning expertise, covering areas like taxes, insurance, estate planning, and retirement, based on the 4Es: Education, Examination, Experience, and Ethics.

Key details

Degree Type
Non-Award
Course Code
JPT/BPP(K)(R3/0410/6/0006/A4933)3/29
Study Mode
In person
Intake Months
Apr, Oct

About this course

Overview

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.

What you will learn

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.

Career pathways

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

Course structure

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 ExemptedRequired to completeModule 1: Foundation in Financial Planning & Tax PlanningModule 3: Investment Planning & Retirement PlanningModule 2: Insurance Planning & Estate PlanningModule 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

Credit for prior study or work

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). 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.