Statistics
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CFP®
Statistics
CFP® international standards of excellence in financial planning
In Taiwan, there are 3,203 CFP® professionals and 588 AFP professionals as of December 2023. 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, 2023)
Note: collected at the time of certification (or renewal)
| Industry | CFP® Professionals | AFP Professionals |
| Banking | 1,804 | 162 |
| Securities | 191 | 21 |
| Insurance | 1,027 | 378 |
| Others | 181 | 27 |
| Subtotal | 3,203 | 588 |
| Pending Renewal | 746 | 508 |
| Total | 3,949 | 1,096 |
Number of Certified Professionals by Financial Institutions
| Banking (in order of number of CFP® certificants) | CFP® Professionals | AFP Professionals |
| 1. CTBC BANK | 433 | 29 |
| 2. Cathay United Bank | 254 | 19 |
| 3. E.SUN BANK | 172 | 11 |
| 4. Taipei Fubon Bank | 154 | 11 |
| 5. HUA NAN BANK | 151 | 9 |
| 6. Taishin Bank | 113 | 17 |
| 7. Mega International Commercial Bank | 110 | 13 |
| 8. Bank SinoPac | 58 | 12 |
| 9. Bank of Taiwan | 59 | 6 |
| 10. First Commercial Bank | 44 | 2 |
| 11. Taiwan Cooperative Bank | 35 | 2 |
| 12. Shin Kong Commercial Bank | 30 | 3 |
| 13. The Shanghai Commercial & Savings Bank | 24 | 3 |
| 14. Yuanta Commercial Bank | 23 | 1 |
| 15. HSBC Bank (Taiwan) | 21 | 1 |
| 16. Chang Hwa Commercial Bank | 13 | 5 |
| 17. Far Eastern International Bank | 15 | 1 |
| 18. Citibank (Taiwan) | 12 | 1 |
| 19. DBS Bank (Taiwan) | 12 | 1 |
| 20. Land Bank of Taiwan | 10 | 0 |
| Others | 61 | 15 |
| SubTotal | 1,804 | 162 |
Number of certified professionals in securities
| Securities (in order of number of CFP® certificants) | CFP® | AFP |
| 1. Yuanta Securities | 58 | 8 |
| 2. KGI Securities | 26 | 2 |
| 3. Fubon Securities | 20 | 2 |
| 4. SinoPac Securities | 14 | 3 |
| 5. Cathay Securities | 9 | 0 |
| 6. AZ Sinopro Investment Planning Limited | 5 | 1 |
| 7. CTBC Securities | 4 | 2 |
| 8. President Securities | 4 | 0 |
| 9. Capital Securities | 3 | 1 |
| 10. MasterLink Securities | 3 | 0 |
| 11. Taishin Securities | 3 | 0 |
| 12. Taiwan Cooperative Securities | 3 | 0 |
| 13. Cathay Securities Investment Trust | 3 | 0 |
| 14. FRANKLIN TEMPLETON SECURITIES INVESTMENT CONSULTING | 3 | 0 |
| 15. Yuanta Futures | 2 | 0 |
| 16. E.SUN Securities | 2 | 0 |
| 17. Fuh Hwa Securities Investment Trust | 2 | 0 |
| 18.CTBC Investments Nomura Asset Management Taiwan | 1 | 0 |
| 19. Yuanta Securities Investment Consulting | 1 | 0 |
| 20. Mega Securities | 1 | 0 |
| Others | 24 | 2 |
| SubTotal | 191 | 21 |
Number of certified professionals in other industries
| Insurance (in order of number of CFP® certificants) | CFP® | AFP |
| 1. Cathay Life Insurance | 386 | 96 |
| 2. Nan Shan Life Insurance | 260 | 214 |
| 3. Mercuries Life Insurance | 63 | 17 |
| 4. Shin Kong Life Insurance | 59 | 14 |
| 5. Fubon Life Insurance | 52 | 9 |
| 6. Taiwan Life Insurance | 38 | 5 |
| 7. China Life Insurance | 28 | 2 |
| 8. Golden Insurance Brokers | 16 | 6 |
| 9. Honesty Insurance Brokers | 11 | 4 |
| 10. Lei Shan Insurance Broker | 10 | 2 |
| 11. Taishin Life Insurance | 11 | 0 |
| 12. Shintai Insurance Brokers | 9 | 0 |
| 13.YUNG SHIU Insurance Brokers | 7 | 0 |
| 14. Chubb Life Insurance | 5 | 0 |
| 15. BankTaiwan Life Insurance | 5 | 0 |
| 16. VISION Insurance Brokers | 5 | 0 |
| 17. Beyond Insurance Brokers | 4 | 1 |
| 18. Principal Insurance Broker | 4 | 0 |
| 19. Law Insurance Brokers | 4 | 0 |
| 20. TransGlobe Life Insurance | 3 | 0 |
| Others | 47 | 8 |
| Subtotal | 1,027 | 378 |
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 2022)
