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Certification Authorities and Associations
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Certification-Related Information
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Securities and Futures Certifications
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Insurance Industry Certifications
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1. Securities Sales Representative
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1. Entry-Level Insurance Agent
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2. Senior Securities Sales Representative
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2. Intermediate Insurance Agent
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3. Securities Investment Analyst
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3. Investment-Linked Insurance Agent
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4. Futures Sales Representative
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Banking Industry Certifications (Basic and Advanced Levels)
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Non-Insurance Company Practitioners
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1. Trust Business Personnel
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1. Insurance Broker (Life Insurance Broker / Property Insurance Broker)
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2. Foreign Exchange Personnel
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2. Insurance Agent
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3. Credit Authorization Personnel
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4. Financial Planning Personnel
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5. Internal Control Personnel in Banking
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Insurance Company Office Staff
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1. Underwriting Personnel (Life Insurance Underwriters / Property Insurance Underwriters)
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2. Claims Personnel (Life Insurance Claims Personnel / Property Insurance Claims Personnel)
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3. Actuary
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Recommended Pathways for Obtaining Certifications
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1. To adapt to globalization, it is recommended to first pass English proficiency tests such as TOEFL, TOEIC, etc.
2. Based on your areas of interest, obtain relevant professional certifications; for example, in the field of marketing management, you may take examinations such as life insurance agent, trust business personnel, real estate broker, etc.
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