CFP Community in Taiwan
Financial institutions
FPAT is the authority granting CFP charters in Taiwan, providing certification for financial planning professionals. They serve as a benchmark for qualification in the field.
"TFPA," the Taiwan Financial Planning Industry Development Association, is a non-profit formed by CFP® professionals in 2011. Members span various financial sectors, advocating for proper financial planning in Taiwan. They adhere to client-first principles and CFP® ethical standards, offering continuous education and media collaboration to foster innovative business models. TFPA's conferences have garnered acclaim across sectors.
https://tfpa-cfp.org.tw/about-us/
SITCA acts as a self-regulatory organization (SRO), bridging communication gaps between asset management, financial consulting companies, and regulatory bodies.
https://www.sitca.org.tw/index_pc.aspx
Innovative Startups
Associations
CRAA, co-founded by James and Serena, with Serena Yang as its chairman, The Chinese Robo-Advisory Association is a non-profit organization combining talents from finance and technology. It focuses on integrating Robo-advisory and AI into traditional wealth management, enhancing Taiwan's financial services and keeping pace with global trends. The association emphasizes passive investments like ETFs for efficient asset allocation
https://www.craa.org.tw/aboutus
Alpha Financial Technology (AlphaFT) (Serena Yang is the chairman )in Taiwan specializes in smart wealth management, integrating advanced tech like facial recognition and AI. It offers a robotic financial management system and actively participates in sustainable finance initiatives. Based in Taipei, AlphaFT is a leader in innovative financial solutions.
Yuanta Funds (Julian is the chairman )
Yuanta Funds was founded in 1992 ,we focus and put our efforts on Taiwan market. Particularly, through the integration and complementarity of subsidiaries of our holding company, we have the best logistics and invests team in Taiwan.
https://www.yuantafunds.com/enhome/CampanyOverview
CFPVoice (Andy Liao , Founder) :a newly startup company that gather CFP community to become more willing to pratice to be a fee based financial planner
Alpha Securities Investment Consulting Enterprise (James Chen is the founder )is a pioneering Financial consulting with a unique ETF-based robo advisory service, operating under an investment consulting license in Taiwan.
AZ Sinopro(Water Lin is the one of the leaders ) is a financial services company based in Taiwan, Asia, established in 1997. The company specializes in offering a range of services including financial planning, asset management, investment consulting, and other financial services. AZ Sinopro plays a significant role in Taiwan's financial sector by providing these essential services.
Key person
Andy Liao, CFA , CFP Founder of the CFPVoice
https://tw.linkedin.com/in/andy-liao-cfa-cfp-16256023
Julian Liu
https://www.theasset.com/article/35697/yuanta-funds-gets-new-chairman-president
James Chen
https://www.alphaft.io/?page_id=1389
Serena Yang
https://tw.linkedin.com/in/serena-yang-939993181
Andy Liao , CFA, CFP
Founder of CFPVoice
https://www.linkedin.com/in/andy-liao-cfa-cfp-16256023?originalSubdomain=tw
Victor Liu , CFP
Co- Founder of CFPVoice
Founder of Big Money
Ex- Chairman of TFPA
https://tfpa-cfp.org.tw/user/u07282002gmail-com/
BigMoney (Victor is the co-founder)
"Big Money" is a financial advisory site offering insights on retirement planning, investment strategies, and financial management. It's aimed at helping individuals make informed decisions about their finances.
https://bigmoney.goodins.life/
United Insurance Brokers Co., Ltd. (UIBC) (Fan Hsu is the CEo )is a Taiwanese company specializing in insurance brokerage. They offer comprehensive insurance services, catering to various life stages such as employment, marriage, parenthood, retirement, and end-of-life planning. UIBC aims to provide financial security and a fulfilling life through their tailored insurance solutions.
Fan Hsu , CFP
https://m.facebook.com/insureshop168/photos/a.704626823000223/959014190894817/
Financial Planning Seminar
https://www.accupass.com/event/2310290601151913440410
Event Details
https://www.accupass.com/event/2310290601151913440410
Hosts
CFPVoice , TFPA, CRAA
Speakers
Dimensional , Chen Hui Chin, CFP, Julien Liu
Panelists
Dimensiona, CFPVoice, Julien Liu m James Chen,
Hui Chin Chen , CFP, RIA in the USA