台灣金融研訓院-115年3月國際認證高級理財規劃顧問暨理財規劃顧問專業能力測驗

步驟 1

甄試類組選取

步驟 2

報考資格確認

步驟 3

考生資訊確認

步驟 4

結帳資訊確認

步驟 5

訂單成立

步驟 6

文件檢附

甄試類組選取

快速尋找：

甄試類組:CFP® Professional Examination-English version(182410102)

報考資格

一、ROC National Identification Card or Resident Certificate for Taiwan or Alien Permanent Resident Certificate or a Mainland Chinese citizen who has a long-term residence permit, and/or a Hong Kong and Macao residence permit indicating that working permit is not required.

二、Qualifications to Take the Exam：

Course completion certificate for all of Subjects (1) to (6); or verification of course credit; and one of the following effective qualifications:

(1) Passing the AFP Exam.

(2) Obtaining verification of course credit from FPAT for the AFP Exam.**

＊

To apply for a verification of course credit with other financial or education certificates, download the Educational Training Course Credit Measures (including application form) from the FPAT website before exam registration and fax it to FPAT.

Applicants who have passed exams or possess qualification certificates for the following occupations can apply for verification credits from FPAT for AFP subjects and the AFP Exam: Certified Public Accountant of the Republic of China or elsewhere, a PhD in business or economics from a public or private university recognized by the Ministry of Education, Certified Securities Investment Analyst (CSIA), Taiwanese Actuary, American financial analyst (CFA), American actuary (FSA), American life insurance planner (CLU), or a CFP certificate holder of a FPSB member Organization .

報名

※請注意：

If the supporting documents submitted by the candidate are found to be different, forged, altered or untrue in any other way, the candidate shall be legally responsible of the consequences. If such case is found during the exam, the candidate will be refused to enter the exam room and whose submitted documents will be kept. If found before the results are announced after the completion of the exam, the candidate will not be scored. If found after passing the exam, the candidate’s exam results and certificates will be revoked.