隨著金控時代來臨，跨行業、跨領域的金融商品漸成為全球理財主流，各金融集團高度重視理財專員素質，「理財規劃人員證照」因而日益重要，更為提升競爭力必備工具。本課程期能培養同學具備全方位理財顧問能力，並輔導通過台灣金融研訓院主辦之「理財規劃人員測驗」專業證照考試為目的。

With the arrival of the financial holding era, financial commodities across industries and regions have become the mainstream of global financial management. Various financial groups attach great importance to the quality of financial management personnel. "Financial Planning Personnel Certificate" is becoming increasingly important and is a necessary tool to enhance competition. During this course, we can cultivate students to have comprehensive financial management skills and conduct professional certification examinations through the "Financial Planning Personnel Test" hosted by the Taiwan Financial Research Institute for the purpose of this.

隨著金控時代來臨，跨行業、跨領域的金融商品漸成為全球理財主流，各金融集團高度重視理財專員素質，「理財規劃人員證照」因而日益重要，更為提升競爭力必備工具。本課程期能培養同學具備全方位理財顧問能力，並輔導通過台灣金融研訓院主辦之「理財規劃人員測驗」專業證照考試為目的。

With the arrival of the financial holding era, financial commodities across industries and regions have become the mainstream of global financial management. Various financial groups attach great importance to the quality of financial management personnel. "Financial Planning Personnel Certificate" is becoming increasingly important and is a necessary tool to enhance competition. During this course, we can cultivate students to have comprehensive financial management skills and conduct professional certification examinations through the "Financial Planning Personnel Test" hosted by the Taiwan Financial Research Institute for the purpose of this.

1.理財規劃人員資格測驗經典講義與試題。東展文化。
2.課堂補充講義。

1. Classic lectures and questions about financial planning personnel qualification test. East Exhibition Culture.
2. Classroom supplementary lectures.