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CFP®
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)
| Industry | CFP® Professionals | AFP Professionals |
| Banking | 1,978 | 292 |
| Securities | 218 | 33 |
| Insurance | 1,102 | 417 |
| Others | 192 | 43 |
| Subtotal | 3,490 | 785 |
| Pending Renewal | 825 | 596 |
| Total | 4,315 | 1,381 |
Number of Certified Professionals by Financial Institutions
| Banking (Ranking by Total Number of CFP Holders) | CFP® Professionals | AFP Professionals |
| 1. CTBC BANK | 481 | 70 |
| 2. Cathay United Bank | 259 | 34 |
| 3. HUA NAN BANK | 205 | 18 |
| 4. E.SUN BANK | 191 | 25 |
| 5. Taipei Fubon Bank | 155 | 22 |
| 6. Taishin Bank | 136 | 46 |
| 7. Mega International Commercial Bank | 122 | 12 |
| 8. Bank SinoPac | 67 | 12 |
| 9. First Commercial Bank | 46 | 3 |
| 10. Bank of Taiwan | 46 | 3 |
| 11. Taiwan Cooperative Bank | 39 | 4 |
| 12. Yuanta Commercial Bank | 34 | 5 |
| 13. Shin Kong Commercial Bank | 29 | 4 |
| 14. The Shanghai Commercial & Savings Bank | 26 | 2 |
| 15. HSBC Bank (Taiwan) | 17 | 3 |
| 16. Far Eastern International Bank | 16 | 3 |
| 17. Chang Hwa Commercial Bank | 14 | 6 |
| 18. DBS Bank (Taiwan) | 13 | 1 |
| 19. Taiwan Business Bank | 11 | 1 |
| 20. KGI Bank | 8 | 4 |
| Others | 63 | 14 |
| SubTotal | 1,978 | 292 |
Number of certified professionals in securities
| Securities (Ranking by Total Number of CFP Holders) | CFP® | AFP |
| 1. Yuanta Securities | 81 | 13 |
| 2. KGI Securities | 28 | 6 |
| 3. Fubon Securities | 21 | 5 |
| 4. SinoPac Securities | 19 | 1 |
| 5. Cathay Securities | 7 | 0 |
| 6. President Securities | 6 | 2 |
| 7. AZ Sinopro Investment Planning Limited | 5 | 0 |
| 8. MasterLink Securities | 4 | 1 |
| 9. Capital Securities | 3 | 1 |
| 10. CTBC Securities | 3 | 0 |
| 11. FRANKLIN TEMPLETON SECURITIES INVESTMENT CONSULTING | 3 | 0 |
| 12. Yuanta Futures | 2 | 0 |
| 13. Taiwan Cooperative Securities | 2 | 0 |
| 14. First Securities (HK) | 2 | 0 |
| 15. Cathay Securities Investment Trust | 2 | 0 |
| 16. Nomura Asset Management Taiwan | 2 | 0 |
| 17. Taichung Bank Securities | 1 | 0 |
| 18. Taishin Securities Investment Trust | 1 | 0 |
| 19. Taishin Securities | 1 | 0 |
| 20. E.SUN Securities | 1 | 0 |
| Others | 24 | 4 |
| SubTotal | 218 | 33 |
Number of certified professionals in other industries
| Insurance (Ranking by Total Number of CFP Holders) | CFP® | AFP |
| 1. Cathay Life Insurance | 405 | 103 |
| 2. Nan Shan Life Insurance | 300 | 222 |
| 3. Mercuries Life Insurance | 65 | 21 |
| 4. Fubon Life Insurance | 50 | 13 |
| 5. Shin Kong Life Insurance | 46 | 18 |
| 6. Taiwan Life Insurance | 40 | 3 |
| 7. KGI Life Insurance | 29 | 2 |
| 8. Golden Insurance Brokers | 26 | 11 |
| 9. Honesty Insurance Brokers | 12 | 2 |
| 10. Beyond Insurance Brokers | 12 | 1 |
| 11. Taishin Life Insurance | 11 | 0 |
| 12. Lei Shan Insurance Broker | 10 | 2 |
| 13. Shintai Insurance Brokers | 9 | 1 |
| 14. YUNG SHIU Insurance Brokers | 8 | 2 |
| 15. Chubb Life Insurance | 5 | 0 |
| 16. BankTaiwan Life Insurance | 4 | 0 |
| 17. VISION Insurance Brokers | 4 | 0 |
| 18. Yuanta Life Insurance | 3 | 1 |
| 19. Principal Insurance Broker | 3 | 1 |
| 20. TransGlobe Life Insurance | 3 | 0 |
| Others | 58 | 15 |
| Subtotal | 1,102 | 417 |
Financial institutions’ incentives offered for the CFP®/AFP certification
| 1. Cathay Financial Holdings | Rewards program | Project subsidies for training courses, exam and certification. Cathay Life Insurance offers rewards up to NT$148,000. | *Bonus points in annual performance appraisal |
| 2. Mega Holdings | Rewards program | *Current employees: project subsidies for training courses, exam, and certification *Bonus points in promotion and annual performance appraisal *New wealth managers: bonus points at the interviews | |
| 3. HUA NAN BANK | Rewards program | *Project subsidies for training courses, exam and certification *Monthly salary raise of NT$ 3,000, with an addition of bonus points | *Bonus points in annual performance appraisal |
| 4. CTBC BANK | Rewards program | Project subsidies | |
| 5. Shin Kong Life Insurance | Rewards program | Project subsidies for training courses, exam, and certification | |
| 6. Fubon Life Insurance | Rewards program | Project subsidies | |
| 7. Bank of Taiwan | Rewards program | Project subsidies | *Bonus points in annual performance appraisal |
| 8. Taishin International Bank | Rewards program | Project subsidies for training courses, exam, and certification | |
| 9. Shin Kong Bank | Rewards program | Project subsidies for training courses, exam, and certification | |
| 10. Fubon Financial Holdings | Rewards program | Project subsidies | |
| 11. SinoPac Financial Holdings | Rewards program | Project subsidies | |
| 12. Taiwan Cooperative Financial Holdings | Rewards program | Project subsidies | |
| 13. Yuanta Financial Holdings | Rewards program | Project subsidies | *Bonus points in annual performance appraisal |
| 14. Land Bank of Taiwan | Rewards program | Project subsidies |
Numbers of global CFP®/AFP certificants (Statistics by FPSB as of the end of 2024)
