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Wealth Management Skills Certificate: Certificate holders have mastered the basic skills of wealth management services and can provide clients with foundational wealth management services.
Fundamental Theories of Wealth Management
Trainees establish the foundational theoretical system required for wealth management services by studying economics, finance, accounting, investment, risk, actuarial science, and other related knowledge.
Introduction to Wealth Management Practice
Trainees acquire the basic skills to engage in wealth management services by understanding practical operations, program design, and implementation tools in wealth management.
Professional Ethics
Trainees safeguard their sustainable career development by studying ethical standards and professional codes of conduct.
Wealth Manager Certificate: Certificate holders have fully mastered wealth management service skills and can provide clients with comprehensive wealth management services.
Wealth Appreciation and Tools
Trainees establish a complete wealth appreciation service system by studying wealth appreciation methods and related tools.
Wealth Preservation and Inheritance
Trainees become comprehensive wealth management talents by studying methods and related tools for wealth preservation and inheritance.
Professional Ethics
Trainees safeguard their sustainable career development by studying ethical standards and professional codes of conduct.
Senior Wealth Manager Certificate: Building on their mastery of comprehensive wealth management skills, certificate holders become experts in a specific professional field (choose 1 of the following 5 directions).
Insurance Actuarial Science (including subjects 311 and 312)
By further studying professional knowledge such as insurance operations and actuarial pricing, trainees become insurance actuarial experts among professional wealth managers.
Financial Investment (including subjects 321 and 322)
By further studying professional knowledge such as corporate finance and investment management, trainees become financial investment experts among professional wealth managers.
Law and Trust (including subjects 331 and 332)
By further studying professional knowledge such as laws and regulations and family trusts, trainees become law and trust experts among professional wealth managers.
Tax Planning (including subjects 341 and 342)
By further studying practical skills such as domestic and overseas taxation, trainees become tax planning experts among professional wealth managers.
Management Consulting (including subjects 351 and 352)
By further studying practical skills such as corporate management and risk management, trainees become management consulting experts among professional wealth managers.
Professional Ethics
Trainees safeguard their sustainable career development by studying ethical standards and professional codes of conduct.
Professional Services
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