Cultivating asset managers who can offer one-stop
wealth management service

MASTER
- High-level asset manager course
(good sales case studies, financial specialist course)
- Asset manager certification
- Acquiring CFP certification
STEP2
- Intermediate-level asset manager course(taxation, real estate,
macro-economics)
- Cyber financial consultant course
- Acquiring AFPK license
STEP1
- Beginner’s course for asset manager
- Sales and consulting skill course
- Mandatory acquisition of FP certification
BASIC
- Compulsory financial work course and investment consulting
- Basic work course (blended)
- Education of financial products and customer management system




















