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Certificates & Licenses

Legal Certificates of Taiwan

 

Taiwan Academy of Banking and Finance

Certificate fee Enrollment Examination date
Risk manager for financial personnel Paper-based test with bubble sheets:550
Computer Exam :900		 02/03~02/20 03/15
Proficiency test for foreign exchange transaction 855 12/16~01/05 02/15
Bank Internal Control and Audit 565 08/31~09/17 10/18
Basic foreign exchange personnel 855 09/28~10/05 11/15
Trust representative Paper-based test with bubble sheets:565
Computer Exam:1,015		 11/02~11/19 11/20
Financial planner Paper-based test with bubble sheets:565
Computer Exam:1,015		 09/28~10/15 11/15
Certified Financial Specialist for Small and Medium Enterprises 455 09/28~10/15 11/15
 

Securities & Futures Institute

Certificate fee Enrollment Examination date
The Securities Specialist 1,080 12/30~01/15
04/01~04/15 07/01~07/15
10/01~10/15		 03/07、06/06
09/05、12/05
Computer Exam Every Monday to Friday
The Senior Securities Specialist 1,080 12/30~01/15
04/01~04/15 07/01~07/15
10/01~10/15		 03/07、06/06
09/05、12/05
Computer Exam Every Monday to Friday
The Securities Regulations and Practice 880 12/30~01/15
04/01~04/15 07/01~07/15
10/01~10/15		 03/07、06/06
09/05、12/05
Computer Exam Every Monday to Friday
The Securities Investment Analyst 1250 12/30~01/15
04/01~04/15 07/01~07/15
10/01~10/15		 03/07、06/06
09/05、12/05
Computer Exam Every Monday to Friday
For taking 「 Investment Trust and Consulting Regulations(including Self-disciplinary Rules) 」only 880 12/30~01/15
04/01~04/15 07/01~07/15
10/01~10/15		 03/07、06/06
09/05、12/05
Computer Exam Every Monday to Friday
The Securities Investment Trust and Consulting Professionals 1,080 12/30~01/15
04/01~04/15 07/01~07/15
10/01~10/15		 03/07、06/06
09/05、12/05
Computer Exam Every Monday to Friday
The Securities Investment Analyst 1,230 11/13 Regular： The second Friday in May and November each year Irregular：45 working days after receiving application letter
The Futures Specialist 1,080 12/30~01/15
04/01~04/15 07/01~07/15
10/01~10/15		 03/07、06/06
09/05、12/05
Computer Exam Every Monday to Friday
The Futures trading Analyst 1,230

12/30~01/15
04/01~04/15 07/01~07/15

10/01~10/15

 03/07、06/06
09/05、12/05
Computer Exam Every Monday to Friday
The Sales Personnel of Futures Trust Fund Distributors 880 12/30~01/15
04/01~04/15 07/01~07/15
10/01~10/15		 03/07、06/06
09/05、12/05
Computer Exam Every Monday to Friday
Futures Specialist English 16,100 12/30~01/15
04/01~04/15 07/01~07/15
10/01~10/15		 03/07、06/06
09/05、12/05
Computer Exam Every Monday to Friday
The Bond Specialist 1,080 12/30~01/05
07/01~07/15		 03/07~09/
Computer Exam Every Monday to Friday
The Enterprise Internal Control Basic Ability 790 04/01~04/15
10/01~10/15		 06/06、12/15
Computer Exam Every Monday to Friday
The Bill Finance Specialist 1,130   Computer Exam Every Monday to Friday
 

Ministry of Examination R.O.C.

Certificate fee Enrollment Examination date
Real estate estimator of higher examination 1,800 05/21~05/31 08/27~08/29
Real estate broker of general examination 2,000 08/10~08/19 12/04~12/06
Land administration agent of general examination 2,000 03/02~03/11 06/05~06/07
 

Risk Management Society of Taiwan, R. O. C.

Certificate fee Enrollment Examination date
Personal risk manager 1,500( Current Student 750) March、August May、June、October、November
Corporation risk manager Basic cost 300、Current Student 150 Each single examination subjects 600、 Current Student 300 March、August May、June、October、November
 

The Non-Life Insurance Association of the Republic of China

Certificate fee Enrollment Examination date
Property insurance representative Paper-based test with bubble sheets:600
Computer Exam:1,020		   11/14~11/15
12/12~12/13
 

The Life Insurance Association of the Republic of China

Certificate fee Enrollment Examination date
Non-investment-oriented life insurance eligibility and payment of foreign currency licenses 375 11/04、11/25、12/09 12/08、12/29、01/12
Personal insurance representative Paper-based test with bubble sheets:600
Computer Exam:1,020		 Every week Every week
 

Taiwan Insurance Institute

Certificate fee Enrollment Examination date
Investment-orientated insurance product representative 500 11/16~11/19
11/30~12/03		 12/13、12/27
 

Financial Planning Association of Taiwan

Certificate fee Enrollment Examination date
Associate Financial Planner
Certified Financial Planner		 6,000
8,000		 March、September March、September
 

Chinese Association of Business and Intangible Assets Valuation

Certificate fee Enrollment Examination date
Certified Valuation Analyst Course:10,800
Test:2,500		   10/30~12/12
 

International License

 

The Association for Investment Management and Research

Certificate fee Enrollment Examination date
Certified Financial Analyst Varies by exam level and registration period (Early Bird / Standard) 09/23(+US$620)
02/17(+US$710)
03/17(+US$955+80)		 06/06
 

Financial Planning Association of Taiwan

Certificate fee Enrollment Examination date
Certified Financial Planner English:30,000   March
 

Global Association of Risk Professionals

Certificate  fee Enrollment Examination date
Financial Risk Manager US$400 12/01~01/31(+US$350)
02/01~02/28(US$475)
03/01~04/15(US$650)		 May