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金融管理學院學士班 Undergraduate Program of Financial Management College
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Licenses

General Public Service Examinations

  • Elementary, Ordinary, and Advanced Level Examinations

Enterprise-related

  • Certificate in Business Administration
  • TIIBS Enterprise Management Certification
  • Customer Relationship Management (CRM) Specialist
  • TIMS Marketing Professional Certification - Entry Level, Marketing Planning Certificate, etc.
  • Human Resource Administrator (IPMA-ATS Level 5 / Assistant Manager)

Financial Certifications

  • Securities Sales Representative
  • Senior Securities Sales Representative
  • Mutual Fund and Investment Advisory Representative
  • Securities Investment Analyst
  • Futures Sales Representative
  • Property (Life) Insurance Sales Representative
  • Property (Life) Insurance Agent
  • Property (Life) Insurance Broker
  • General (Marine) Insurance Notary
  • Insurance Underwriter
  • Insurance Claims Adjuster
  • Actuary

Real Estate Certifications

  • Real Estate Broker
  • Land Registration Specialist Agent

Coputer Certifications

  • Document Processing
  • TQC Computer Skills Certification
  • Microsoft, Novell, CISCO, Sun Java, LINUX, Multimedia Design Application, etc.

Language Certifications

  • TOEIC
  • General English Proficiency Test (GEPT)
  • TOFEL
  • IELTS
  • Japanese Language Proficiency Test (JLPT)

Certification Exam Schedule

Required Certifications to Obtain Before Graduation

Certifications

Exam Subjects

Planning Exam Schedule

Securities Sales Representative
  • Securities Trading Regulations and Practices
  • Securities Investment and Financial Analysis

Second Semester of Freshman Year

Trust Personnel
  • Trust Laws and Regulations
  • Trust Practices

Second Semester of Freshman Year

Wealth Management Planner
  • Financial Instruments
  • Financial Planning Practices

First Semester of Sophomore Year

Mutual Fund and Investment Advisory Representative
  • Mutual Fund and Investment Advisory Regulations (including self-regulatory rules)
  • Securities Investment and Financial Analysis
  • Securities Trading Regulations and Practices

First Semester of Sophomore Year

Entry-level Foreign Exchange Personnel
  • Foreign Exchange Operations
  • Import and Export Foreign Exchange Operations

Second Semester of Sophomore Year

Derivative Financial Products Salesperson

(Structured Product Salesperson Certification, which was discontinued as of December 2016, hence individuals who obtained the Structured Product Certification before November 2016 are exempted from taking the Derivative Financial Products Salesperson Certification)
  • Introduction to Derivative Products (including Trading Practices and Risk Management)
  • Accounting for Derivative Products
  • Regulations on Derivative Products

Second Semester of Sophomore Year

Property Insurance Agent
  • Property Insurance Practices
  • Property Insurance Regulations

First Semester of Junior Year

Life Insurance Agent
  • Insurance Regulations
  • Insurance Practices
  • Financial Market Knowledge and Professional Ethics

First Semester of Junior Year

Investment-Linked Insurance Products Salesperson
  • Introduction to Investment-Linked Insurance Products and Relevant Regulations
  • Overview of the Financial System
  • Regulations and Systems of Securities Investment Trusts and Advisors
  • Investment Theory

Before Graduation