Certificates & Licenses
Legal Certificates of Taiwan
Taiwan Academy of Banking and Finance
- TEL：02-33653737
- Website：http://www.tabf.org.tw/Tabf/Default.aspx
| Certificate | fee | Enrollment | Examination date |
|---|---|---|---|
| Risk manager for financial personnel | 2100 | 02/03~02/20 | 03/15 |
| Proficiency test for foreign exchange transaction | 950 | 12/16~01/05 | 02/15 |
| Bank Internal Control and Audit | 650 | 08/31~09/17 | 10/18 |
| Basic foreign exchange personnel | 750 | 09/28~10/05 | 11/15 |
| Trust representative | 650 | 11/02~11/19 | 11/20 |
| Financial planner | 650 | 09/28~10/15 | 11/15 |
| Certified Financial Specialist for Small and Medium Enterprises | 650 | 09/28~10/15 | 11/15 |
Securities & Futures Institute
- TEL：02-23971222 #388
- Website：http://www.sfi.org.tw/index.aspx
| Certificate | fee | Enrollment | Examination date |
|---|---|---|---|
| The Securities Specialist | 700 |
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 | 700 |
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 | 550 |
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 | 550 |
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 | 750 |
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 | 870 | 11/13 | Regular： The second Friday in May and November each year Irregular：45 working days after receiving application letter |
| The Futures Specialist | 750 |
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 | 1250 |
12/30~01/15 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 | 550 |
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 | 16100 |
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 | 750 |
12/30~01/05 07/01~07/15 |
03/07~09/ Computer Exam Every Monday to Friday |
| The Enterprise Internal Control Basic Ability | 750 |
04/01~04/15 10/01~10/15 |
06/06、12/15 Computer Exam Every Monday to Friday |
| The Bill Finance Specialist | 1150 | Computer Exam Every Monday to Friday |
Ministry of Examination R.O.C.
- TEL：02-2236-9188 #3921、3922
- Website：http://www.moex.gov.tw
| Certificate | fee | Enrollment | Examination date |
|---|---|---|---|
| Real estate estimator of higher examination | 1100 | 05/21~05/31 | 08/27~08/29 |
| Real estate broker of general examination | 1000 | 08/10~08/19 | 12/04~12/06 |
| Land administration agent of general examination | 1000 | 03/02~03/11 | 06/05~06/07 |
Risk Management Society of Taiwan, R. O. C.
- TEL：02-2716-0039
- Website：http://www.rmst.org.tw/
| Certificate | fee | Enrollment | Examination date |
|---|---|---|---|
| Personal risk manager | 1500( 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
- TEL：02-25071566
- Website：http://www.nlia.org.tw/
| Certificate | fee | Enrollment | Examination date |
|---|---|---|---|
| Property insurance representative | 400 |
11/14~11/15 12/12~12/13 |
The Life Insurance Association of the Republic of China
- TEL：02-2507156
- Website：http://www.lia-roc.org.tw/
| Certificate | fee | Enrollment | Examination date |
|---|---|---|---|
| Non-investment-oriented life insurance eligibility and payment of foreign currency licenses | 250 | 11/04、11/25、12/09 | 12/08、12/29、01/12 |
| Personal insurance representative | 400 | Every week | Every week |
Taiwan Insurance Institute
- TEL：02-25612144
- Website：http://www.tii.org.tw/fcontent/training/training023.asp
| 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
- TEL：02-33653737
- Website：http://www.fpat.org.tw
| Certificate | fee | Enrollment | Examination date |
|---|---|---|---|
| Certified Financial Planner | 23,500 | 09/20~09/21 | 07/21~08/19 |
Chinese Association of Business and Intangible Assets Valuation
- TEL：02-27365683
- Website：http://www.cabiav.org/default.htm
| Certificate | fee | Enrollment | Examination date |
|---|---|---|---|
| Certified Valuation Analyst | 23,000 | 10/30~12/12 |
International License
The Association for Investment Management and Research
- TEL：02-23972227
- Website：https://www.cfainstitute.org/pages/index.aspx
| Certificate | fee | Enrollment | Examination date |
|---|---|---|---|
| Certified Financial Analyst | US$400 |
09/23(+US$620) 02/17(+US$710) 03/17(+US$955+80) |
06/06 |
Financial Planning Association of Taiwan
- TEL：+1 201 719 7210
- Website：http://www.iarfc-hk.org/
| Certificate | fee | Enrollment | Examination date |
|---|---|---|---|
| Certified Financial Planner | NTD.8,000 | March、September |
Global Association of Risk Professionals
- TEL：+1 201 719 7210
- Website：http://www.garp.org
| Certificate | fee | Enrollment | Examination date |
|---|---|---|---|
| Financial Risk Manager | US$300 |
12/01~01/31(+US$350) 02/01~02/28(US$475) 03/01~04/15(US$650) |
May |