Professional Standards
CFP® > Professional Standards > Educational Training
CFP®
Educational Training
FPAT welcomes those who are interested in financial planning education or becoming financial planning consultants to participate in the AFP/CFP® education and training courses. There are six subjects in total, covering the scope of personal financial planning.
Courses Required for the AFP Certification
| Education and training courses | Course outline |
| Module 1: Foundations of Financial Planning (40 hours) | Financial planning, personal financial reporting and budgeting, savings and liquid asset management, housing and major expenditure planning, credit management, insurance management, investment management, retirement, and estate transfer planning. |
| Module 2: Risk Management & Insurance Planning | Principles of insurance, risk assessment and analysis, legal aspects of insurance, property and casualty insurance, liability insurance, health insurance, disability insurance, life insurance, introduction to investment-linked insurance, introduction to Taiwan’s National Health Insurance system, insurance demand analysis and policy design, future development of the insurance market. |
| Module 3: Employee Benefits & Retirement Planning (40 hours) | Employee benefits and related regulations, occupational accident-related regulations, corporate insurance, types and risks of pension systems, pension systems in Taiwan, pension systems in other countries, retirement needs analysis, and employee stock option plans. |
| Module 4: Investment Planning (40 hours) | Investment tools, investment risk and return assessment, securities valuation models, portfolio management and assessment, efficient market theory, stock price analysis, financial derivatives, behavioral finance. |
| Module 5: Taxation & Estate Planning (40 hours) | Income tax fundamentals, personal income tax, corporate income tax, imputation tax system, trust planning, civil law provisions on family inheritance, estate and gift tax laws, property tax, wealth transfer strategy, and use of wealth transfer tools. |
Course Required for the CFP® Certification
| Education and training courses | Course outline |
| Module 6: Comprehensive Financial Planning (40 hours) | The course covers review and case studies for the M1-M5 course modules as well as the following topics: financial planning and money handling under special circumstances; legal knowledge of financial planning and regulations; concept and calculation of time value of money and calculation; economic conditions and indicators; comprehensive case study and final review. |
To obtain the AFP/CFP® certification, candidates must complete the educational training courses for all six subjects at a training institute approved by FPAT; obtain the corresponding certificates of completion (or a certificate of exemption or credit waiver as approved by FPAT); pass the two-stage exam; and submit their proof of work experience.
Educational Training Courses
FPAT does not offer any educational training courses. All educational training courses are conducted by authorized training institutes. For course information, please contact the authorized training institutes.