Certificates & Licences
Professional licences held and qualifications in progress.
Active
Derivative Trading Foundation
Bursa Malaysia · Exchange-Traded Derivatives
Qualifies the holder in the fundamentals of exchange-traded derivatives — futures, options, and related instruments traded on Bursa Malaysia Derivatives Berhad.
Active
Inactive
Insurance Planner Licence
Malaysian Insurance Institute (MII)
Authorises the holder to advise and sell life insurance products in Malaysia. Requires passing MII examinations and maintaining professional standards.
Expired
Unit Trust Consultant Licence
Federation of Investment Managers Malaysia (FIMM)
Authorises the holder to distribute and advise on unit trust funds in Malaysia. Regulated by FIMM to ensure professional standards and investor protection.
Expired
In Progress & Planned
Actuarial Professional Exams (P, FM, IFM)
Society of Actuaries (SOA)
Working towards SOA actuarial examinations to formalise actuarial credentials alongside the MSc Financial Mathematics degree.
In Progress
CFA Level I
CFA Institute
Pursuing the Chartered Financial Analyst designation to strengthen investment analysis skills and build global credibility in finance and asset management.
Planned
Capital Market Services Licence (CMSL)
Securities Commission Malaysia
Seeking a CMSL to formalise ZY-Invest as a regulated investment entity under the Investment Holding Company (IHC) structure and expand investable capital.
Planned