REASONS FOR CFP CERTIFICATION

Global Recognition

An international qualification which is recognized by consumers around the world

Recognition by Industry Regulators

Recognized by the industry regulators for licensing as financial planners and financial advisers

Knowledge and Competencies

The CFP CERT TM marks indicate practitioners who adhere to the highest standards of competence, ethical behaviour and professionalism.

Career Enhancement

Enhance your career development opportunities. Increasingly bank and other financial institutions make the CFP certification a requirement for staff in personal financial service

Satisfied Clients

As clients become more sophisticated they will be interested in a wider range of products and services. They will be better served by the CFP professionals who are well equipped with the body of knowledge and competencies.

International Community

As a CFP professional you will be part of an international community of elite financial professionals who are committed to upholding rigorous global standards and putting clients’ interests first

OTHER BENEFITS OF THE CFP MARK

Exemption from FIMM’s CUTE

Holders of the CFP credential are eligible for exemption from the Computerised Unit Trust Examinations (CUTE) conducted by the Federation of Investment Managers Malaysia.

Fees Eligible for EPF Withdrawal

The fees for the programme are eligible for withdrawal for education purposes under the Employees Provident Fund (EPF).

Recognized by FIMM for CPD Points

The individual modules under the certification programme are eligible for CPD points under the FIMM’s Continuing Professional Development programme.

WHO IS THIS FOR?

The Certified Financial Planner qualification is for those wishing to practice the profession of financial planning and who wish to master a certain level of theoretical knowledge and practical application of financial planning in such areas as:

  • General principles of financial planning
  • Insurance planning
  • Taxation planning
  • Investment planning
  • Retirement planning
  • Estate planning
  • Financial plan construction and professional responsibilities

PROFILE OF CFP CERTIFICANTS BY INDUSTRY

INDUSTRYPERCENTAGE (%)
Accountants10%
Asset Management3%
Trust & Wills1%
Banks17%
Stock Broking5%
Financial Advisory16%
Unit Trust30%
Insurance14%
Academia2%
Non Financial Corp2%