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Statistics

CFP®

Statistics

CFP® international standards of excellence in financial planning

In Taiwan, there are 3,251 CFP® professionals (including 541 on the waitlist for renewal) and 680 AFP professionals (including 329 on the waitlist for renewal) as of January 2022.  Most of the certified professionals work at financial institutions and are mainly from banking, insurance and securities sectors.

Currently, there are over 200,000 CFP® professionals worldwide, with the CFP® certification program reaching 25 countries and regions as of December 2021. The United States has largest number of CFP® professionals, with a total of 92,055 certification holders. In Asia, there are 26,800 CFP® holders in China; 24,064 in Japan; 4,114 in Hong Kong; 3,303 in South Korea; 2,534 in Malaysia and 2,338 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 24 Jan, 2022)

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

IndustryCFP® ProfessionalsAFP Professionals
Banking1,57980
Securities1407
Insurance855252
Others13612
Subtotal2,710351
Pending Renewal541329
Total3,251680
Number of Certified Professionals by Financial Institutions
Banking (in order of number of CFP® certificants)CFP® ProfessionalsAFP Professionals
1. CTBC BANK3276
2. Cathay United Bank25012
3. E.SUN BANK1464
4. HUA NAN BANK1254
5. Taipei Fubon Bank 1225
6. Taishin Bank1206
7. Mega International Commercial Bank11812
8. Bank of Taiwan603
9. Taiwan Cooperative Bank412
10. Bank SinoPac405
11. Shin Kong Commercial Bank384
12. First Commercial Bank360
13. The Shanghai Commercial & Savings Bank162
14. Yuanta Commercial Bank161
15. Far Eastern International Bank150
16. Chang Hwa Commercial Bank142
17. Standard Chartered Bank (Taiwan) 111
18. HSBC Bank (Taiwan)111
19. Taiwan Business Bank110
20. Land Bank of Taiwan100
Others5210
SubTotal1,57980
Number of certified professionals in securities
Securities (in order of number of CFP® certificants)CFP®AFP
1. Yuanta Securities433
2. SinoPac Securities151
3. Fubon Securities120
4. Cathay Securities91
5. KGI Securities90
6. JihSun Securities80
7. MasterLink Securities40
8. FRANKLIN TEMPLETON INVESTMENTS40
9. TAICHUNG BANK SECURITIES30
10. President Securities Corporation32
11. Fuh Hwa Securities Investment Trust Co30
12. Capital Securities30
13. Taiwan Cooperative Securities20
14. First Securities20
15. CTBC SECURITIES10
16. JihSun Funds10
17. E.SUN Securities10
18. AZ Sinopro Investment Planning Limited 10
19. HUA NAN SECURITIES10
20. SHIN KONG INTERNATIONAL SECURITIES 10
Others140
SubTotal1407
Number of certified professionals in other industries
Insurance (in order of number of CFP® certificants)CFP®AFP
1. Cathay Life Insurance37063
2. Nan Shan Life Insurance 165146
3. Shin Kong Life Insurance 7512
4. Fubon Life Insurance615
5. Taiwan Life Insurance325
6. China Life Insurance263
7. Mercuries Life Insurance 1610
8. Taishin Life Insurance120
9. Honesty Insurance Brokers92
10. VISION Insurance Brokers90
11. Golden Insurance Brokers71
12. Shintai Insurance Brokers50
13. YUNG SHIU Insurance Brokers40
14. Polaris Financial Group 40
15. Tai-da insurance broker co31
16. Hua Han Insurance Broker30
17. BankTaiwan Life Insurance30
18. Lei Shan Insurance Broker 31
19. Yuanta Life Insurance20
20. TransGlobe Life Insurance 20
Others443
Subtotal855252
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 2021)