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Statistics
Statistics

CFP® international standards of excellence in financial planning

In Taiwan, there are 3,490 CFP® professionals and 785 AFP professionals as of November 2024.  Most of the certified professionals work at financial institutions and are mainly from banking, insurance and securities sectors.

Currently, there are 223,770 CFP® professionals worldwide, with the CFP® certification program reaching 26 countries and regions as of December 2023. The United States has largest number of CFP® professionals, with a total of 98,875 certification holders. In Asia, there are 34,747 CFP® holders in China; 26,092 in Japan; 3,796 in Hong Kong; 3,339 in South Korea; 2,509 in Malaysia and 2,731 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 6 December, 2024)

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

IndustryCFP® ProfessionalsAFP Professionals
Banking1,978292
Securities21833
Insurance1,102417
Others19243
Subtotal3,490785
Pending Renewal825596
Total4,3151,381
Number of Certified Professionals by Financial Institutions
Banking (Ranking by Total Number of CFP Holders)CFP® ProfessionalsAFP Professionals
1. CTBC BANK48170
2. Cathay United Bank25934
3. HUA NAN BANK20518
4. E.SUN BANK19125
5. Taipei Fubon Bank15522
6. Taishin Bank13646
7. Mega International Commercial Bank12212
8. Bank SinoPac6712
9. First Commercial Bank463
10. Bank of Taiwan463
11. Taiwan Cooperative Bank394
12. Yuanta Commercial Bank345
13. Shin Kong Commercial Bank294
14. The Shanghai Commercial & Savings Bank262
15. HSBC Bank (Taiwan)173
16. Far Eastern International Bank163
17. Chang Hwa Commercial Bank146
18. DBS Bank (Taiwan)131
19. Taiwan Business Bank111
20. KGI Bank84
Others6314
SubTotal1,978292
Number of certified professionals in securities
Securities (Ranking by Total Number of CFP Holders)CFP®AFP
1. Yuanta Securities8113
2. KGI Securities286
3. Fubon Securities215
4. SinoPac Securities191
5. Cathay Securities70
6. President Securities62
7. AZ Sinopro Investment Planning Limited50
8. MasterLink Securities41
9. Capital Securities31
10. CTBC Securities30
11. FRANKLIN TEMPLETON SECURITIES INVESTMENT CONSULTING30
12. Yuanta Futures 20
13. Taiwan Cooperative Securities20
14. First Securities (HK)20
15. Cathay Securities Investment Trust20
16. Nomura Asset Management Taiwan20
17. Taichung Bank Securities10
18. Taishin Securities Investment Trust10
19. Taishin Securities10
20. E.SUN Securities10
Others244
SubTotal21833
Number of certified professionals in other industries
Insurance (Ranking by Total Number of CFP Holders)CFP®AFP
1. Cathay Life Insurance405103
2. Nan Shan Life Insurance 300222
3. Mercuries Life Insurance 6521
4. Fubon Life Insurance5013
5. Shin Kong Life Insurance4618
6. Taiwan Life Insurance403
7. KGI Life Insurance292
8. Golden Insurance Brokers2611
9. Honesty Insurance Brokers122
10. Beyond Insurance Brokers121
11. Taishin Life Insurance110
12. Lei Shan Insurance Broker102
13. Shintai Insurance Brokers91
14. YUNG SHIU Insurance Brokers82
15. Chubb Life Insurance50
16. BankTaiwan Life Insurance40
17. VISION Insurance Brokers40
18. Yuanta Life Insurance31
19. Principal Insurance Broker31
20. TransGlobe Life Insurance 30
Others5815
Subtotal1,102417
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)