Statistics

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Statistics

CFP®

Statistics

CFP® international standards of excellence in financial planning

In Taiwan, there are 2,842 CFP® professionals and 429 AFP professionals as of December 2022.  Most of the certified professionals work at financial institutions and are mainly from banking, insurance and securities sectors.

Currently, there are 213,002 CFP® professionals worldwide, with the CFP® certification program reaching 27 countries and regions as of December 2022. The United States has largest number of CFP® professionals, with a total of 95,137 certification holders. In Asia, there are 30,182 CFP® holders in China; 25,098 in Japan; 3,937 in Hong Kong; 3,311 in South Korea; 2,678 in Malaysia and 2,517 in India.

CFP® certificants may gain certification in another FPSB member country through cross-border CFP® certification procedures. In Taiwan, 8 and 265 CFP® professionals have also obtained certification in Hong Kong and China respectively, and around 7 CFP® professionals hold the certification in Taiwan, Hong Kong and China.

Number of CFP®/AFP Professionals by Industry (As of 12 December, 2022)

Note: collected at the time of certification (or renewal)

IndustryCFP® ProfessionalsAFP Professionals
Banking1,785142
Securities19016
Insurance996318
Others16221
Subtotal3,133497
Pending Renewal663518
Total3,7961,015
Number of Certified Professionals by Financial Institutions
Banking (in order of number of CFP® certificants)CFP® ProfessionalsAFP Professionals
1. CTBC BANK40521
2. Cathay United Bank26115
3. E.SUN BANK1617
4. HUA NAN BANK1527
5. Taipei Fubon Bank 14711
6. Taishin Bank12816
7. Mega International Commercial Bank10813
8. Bank of Taiwan647
9. Bank SinoPac5711
10. Taiwan Cooperative Bank432
11. First Commercial Bank422
12. Shin Kong Commercial Bank375
13. The Shanghai Commercial & Savings Bank233
14. Yuanta Commercial Bank191
15. HSBC Bank (Taiwan)191
16. Far Eastern International
Bank
150
17. Chang Hwa Commercial Bank135
18. Taiwan Business Bank120
19. Citibank (Taiwan)111
20. Land Bank of Taiwan110
Others5714
SubTotal1,785142
Number of certified professionals in securities
Securities (in order of number of CFP® certificants)CFP®AFP
1. Yuanta Securities557
2. KGI Securities231
3. Fubon Securities142
4. SinoPac Securities141
5. Cathay Securities90
6. AZ Sinopro Investment Planning Limited71
7. JihSun Securities60
8. President Securities52
9. Capital Securities41
10. CTBC Securities40
11. Yuanta Futures30
12. MasterLink Securities30
13. Taishin Securities30
14. Taiwan Cooperative Securities30
15. Cathay Securities Investment Trust30
16. FRANKLIN TEMPLETON SECURITIES INVESTMENT CONSULTING30
17. E.SUN Securities20
18. Nomura Asset Management Taiwan 20
19. Fuh Hwa Securities Investment Trust20
20. CTBC Investments10
Others241
SubTotal19016
Number of certified professionals in other industries
Insurance (in order of number of CFP® certificants)CFP®AFP
1. Cathay Life Insurance38483
2. Nan Shan Life Insurance 240169
3. Shin Kong Life Insurance 6415
4. Fubon Life Insurance589
5. Mercuries Life Insurance 5520
6. Taiwan Life Insurance435
7. China Life Insurance271
8. Golden Insurance Brokers145
9. Taishin Life Insurance120
10. Honesty Insurance Brokers93
11. Lei Shan Insurance Broker72
12. YUNG SHIU Insurance Brokers70
13. VISION Insurance Brokers60
14. Shintai Insurance Brokers51
15. Law Insurance Brokers40
16. BankTaiwan Life Insurance40
17. Chubb Life Insurance40
18. Hua Han Insurance Broker30
19. Beyond Insurance Brokers30
20. TransGlobe Life Insurance 30
Others455
Subtotal996318
Financial institutions’ incentives offered for the CFP®/AFP certification
1. Cathay Financial HoldingsRewards programProject subsidies for training courses, exam and certification. Cathay
Life Insurance offers rewards up to NT$148,000.
*Bonus points in annual performance appraisal
2. Mega HoldingsRewards program*Current employees: project subsidies for training courses, exam, and certification
*Bonus points in promotion and annual performance appraisal
*New wealth managers: bonus points at the interviews
3. HUA NAN BANKRewards program*Project subsidies for training courses, exam and certification
*Monthly salary raise of NT$ 3,000, with an addition of bonus points
*Bonus points in annual performance appraisal
4. CTBC BANKRewards programProject subsidies
5. Shin Kong Life InsuranceRewards programProject subsidies for training courses, exam, and certification
6. Fubon Life InsuranceRewards programProject subsidies
7. Bank of TaiwanRewards programProject subsidies*Bonus points in annual performance appraisal
8. Taishin International BankRewards programProject subsidies for training courses, exam, and certification
9. Shin Kong BankRewards programProject subsidies for training courses, exam, and certification
10. Fubon Financial HoldingsRewards programProject subsidies
11. SinoPac Financial HoldingsRewards programProject subsidies
12. Taiwan Cooperative Financial HoldingsRewards programProject subsidies
13. Yuanta Financial HoldingsRewards programProject subsidies*Bonus points in annual performance appraisal
14. Land Bank of TaiwanRewards programProject subsidies
Numbers of global CFP®/AFP certificants (Statistics by FPSB as of the end of 2022)