Chartered FinTech Professional (CFtP)

The Chartered FinTech Professional (CFtP) qualification is developed by Global FinTech Institute (GFI), in collaboration with its academic partners – the Singapore University of Social Sciences (SUSS) and the Shanghai Institute of International Finance Center (SIIFC) of Shanghai University of Finance and Economics.

The aims of the qualification are the promotion of the field of Fintech and professionalism in the Fintech industry. In addition, the CFtP provides a pathway for professionals in other industries who aspire to make a career in Fintech.

The CFtP consists of two levels, Level 1 and Level 2. Upon successful completion of all the exams for the two levels as well as satisfying experience requirements, candidates will be awarded the Charter.

Exam Details

The first round of CFtP Level 1 & 2 exams had been launched worldwide in December 2021. In the subsequent cycles, CFtP Level 1 & 2 exams will be conducted every July and December. The Level 1AB Compulsory Foundation paper will be conducted over the course of 2 months during the months of April-May & September-October, as well as at the beginning of each July & December exam window. All CFtP exams will be conducted in an online remotely proctored format; in-center computer-based testing is available for candidates in selected cities.

All questions in Level 1 are multiple choice questions. Level 2 questions are a combination of multiple choice and short essay questions.

All candidates need to obtain a passing grade for the Level 1AB Compulsory Foundation paper in order to proceed with the examination. 

Dates, Fees & Resources

- Examinations for both Levels are administered in July and December, with the exception of the Level 1AB Compulsory Foundation exam, which is also made available to candidates in the months of April-May and September-October.
- Program Enrolment (one-time fee for candidature of 5 years): US $300
- Level I Exam Registration: US $1,000
- Level II Exam Registration: US $1,000
- Annual Membership Dues: US$200 (for ordinary members, associate members, affiliate members) and US$100 (for Associate (candidate) members)

Exemption

Students or graduates of Finance or FinTech-related majors may apply for exemption from the Finance module and/or the FinTech module in Level 1. Holders of relevant professional certifications, may be granted exemptions from the relevant modules. The Exemption Committee of the GFI will decide on all exemption matters.

No exemptions will be granted for the Level 1AB Compulsory Foundation paper and the Level 2 examinations.

Please visit the Exemptions page for list of accredited programs which qualify for exemptions.

Details of CFtP Modules and Subjects

LEVEL 1

CFtP Level 1AB: Foundation

  • Module 1AB1: Ethics & Governance (I); Statistics; Quantitative Methods
  • Module 1AB2: Financial Innovations; Blockchain & Cryptocurrency

CFtP Level 1A: Finance

  • Module 1A1: Economics
  • Module 1A2: Financial Statement Analysis
  • Module 1A3: Financial Management
  • Module 1A4: Investment Management

CFtP Level 1B: FinTech

  • Module 1B1: Data Structure, Algorithms, and Programming in Python
  • Module 1B2: Data Management 1: Big Data and Data Science
  • Module 1B3: Data Management 2: Artificial Intelligence and Machine Learning
  • Module 1B4: Computer Network and Network Security

LEVEL 2

CFtP Level 2: Applications and Professional Practice

  • Module 2.1: Ethics and Governance (II)
  • Module 2.2: AI, Machine Learning, and Deep Learning in Finance
  • Module 2.3: Blockchain Design and Programming
  • Module 2.4: Cloud Computing, Cyber Security & Quantum Computing
  • Module 2.5: Compliance and Risk Management
  • Module 2.6: Global Fintech Trends