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<p>在香港、台灣、中國大陸先後加入國際理財顧問認證協會總會，正式成為<span>FPSB的會員國後，中國大陸於2006年10月、2007年7月，以及香港於2007年6月分別舉辦大中華區的跨區認證培訓考試，凡通過測驗者即可取得中國大陸或香港認證的CFP^TM，此舉除了啟動CFP^TM跨國認證的機制、突顯其國際級證照的價值，更代表CFP^TM已成為兩岸三地理財規劃產業的新里程碑。</span></p> <p>而身為台灣理財顧問認證協會（<span>FPAT）認證教育訓練機構，為CFP^TM所強調4E中Education推動者之一的「財團法人台北金融研究發展基金會」，能夠親身見證並參與其中，實屬榮幸。更期盼藉此平台，連結各領域傑出之師資群，編撰出最佳的CFP^TM教材，提供有志成為CFP^TM的一份子，或是成就兩岸三地CFP^TM之菁英在學習路上之成功利器。</span></p> <p>第三版的教材，秉持結合理論與實務的原則，並在國際級的課程架構下，衡諸國內外客觀的環境予以整合編輯，配合主要法令規章之變革，替本次教材的再版做了以下的更新。</p> <p>模組（一）「基礎理財規劃」的『個人財報與預算編列』、『投資管理』等章節做了全面性的修正；</p> <p>模組（二）「風險管理與保險規劃」因應『國民年金法』的頒布、保險稅務的更新、投資型保單的更改做了補充說明；</p> <p>模組（三）「員工福利與退休金規劃」配合<span>FPAT課程單元的調整及相關法令的更新，重新規劃了章節配置，並增加了各國退休金制度之比較；</span></p> <p><span>模組（四）「投資規劃」為讓內容更實務、更豐富、更貼近考生的需求，特聘請兩岸三地的CFPTM與實務界的專家做全面性的改寫；</span></p> <p><span>模組</span><span>（五）「租稅與財產移轉規劃」也因應『兩稅合一』制，以及退職所得、標準扣除額、物價指數等做指數化的調整。</span></p>

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<h5 align="left" style="text-indent: 21pt"> <div style="text-indent: 21pt"> <div style="text-indent: 21pt"><strong><span style="font-family: 細明體; mso-bidi-font-family: Arial">第一模組：基礎理財規劃</span></strong><span lang="EN-US" style="font-family: Arial"><o:p></o:p></span></div> </div> </h5> <p class="MsoNormal" style="line-height: 20pt; text-indent: -49.5pt; margin: 0cm 0cm 0pt 67.5pt; mso-line-height-rule: exactly; mso-pagination: widow-orphan; mso-list: l0 level1 lfo1; tab-stops: list 67.5pt; mso-margin-top-alt: auto; mso-margin-bottom-alt: auto"><span lang="EN-US" style="font-family: Arial; font-size: 10pt; mso-bidi-font-family: 新細明體; mso-font-kerning: 0pt"><span style="mso-list: Ignore">第一章<span style="font: 7pt &quot;Times New Roman&quot;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span></span><span style="font-family: 新細明體; font-size: 10pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial; mso-font-kerning: 0pt">認識</span><span lang="EN-US" style="font-family: Arial; font-size: 10pt; mso-font-kerning: 0pt">CFP</span><span style="font-family: 新細明體; font-size: 10pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial; mso-font-kerning: 0pt">證照制度</span><span lang="EN-US" style="font-family: Arial; font-size: 10pt; mso-font-kerning: 0pt"><o:p></o:p></span></p> <p class="MsoNormal" style="line-height: 20pt; text-indent: -17.85pt; margin: 0cm 0cm 0pt 35.7pt; mso-line-height-rule: exactly; mso-pagination: widow-orphan; mso-list: l0 level1 lfo1; tab-stops: list 67.5pt; mso-margin-top-alt: auto; mso-margin-bottom-alt: auto"><span lang="EN-US" style="font-family: Arial; font-size: 10pt; mso-bidi-font-family: 新細明體; mso-font-kerning: 0pt"><span style="mso-list: Ignore">第二章<span style="font: 7pt &quot;Times New Roman&quot;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span></span><span style="font-family: 新細明體; font-size: 10pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial; mso-font-kerning: 0pt">理財規劃流程</span><span lang="EN-US" style="font-family: Arial; font-size: 10pt; mso-font-kerning: 0pt"><o:p></o:p></span></p> <p class="MsoNormal" style="line-height: 20pt; text-indent: -17.85pt; margin: 0cm 0cm 0pt 35.7pt; mso-line-height-rule: exactly; mso-pagination: widow-orphan; mso-list: l0 level1 lfo1; tab-stops: list 67.5pt; mso-margin-top-alt: auto; mso-margin-bottom-alt: auto"><span lang="EN-US" style="font-family: Arial; font-size: 10pt; mso-bidi-font-family: 新細明體; mso-font-kerning: 0pt"><span style="mso-list: Ignore">第三章<span style="font: 7pt &quot;Times New Roman&quot;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span></span><span style="font-family: 新細明體; font-size: 10pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial; mso-font-kerning: 0pt">個人財務報表與預算編列</span><span lang="EN-US" style="font-family: Arial; font-size: 10pt; mso-font-kerning: 0pt"><o:p></o:p></span></p> <p class="MsoNormal" style="line-height: 20pt; text-indent: -17.85pt; margin: 0cm 0cm 0pt 35.7pt; mso-line-height-rule: exactly; mso-pagination: widow-orphan; mso-list: l0 level1 lfo1; tab-stops: list 67.5pt; mso-margin-top-alt: auto; mso-margin-bottom-alt: auto"><span lang="EN-US" style="font-family: Arial; font-size: 10pt; mso-bidi-font-family: 新細明體; mso-font-kerning: 0pt"><span style="mso-list: Ignore">第四章<span style="font: 7pt &quot;Times New Roman&quot;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span></span><span style="font-family: 新細明體; font-size: 10pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial; mso-font-kerning: 0pt">存款與流動性資產之管理</span><span lang="EN-US" style="font-family: Arial; font-size: 10pt; mso-font-kerning: 0pt"><o:p></o:p></span></p> <p class="MsoNormal" style="line-height: 20pt; text-indent: -17.85pt; margin: 0cm 0cm 0pt 35.7pt; mso-line-height-rule: exactly; mso-pagination: widow-orphan; mso-list: l0 level1 lfo1; tab-stops: list 67.5pt; mso-margin-top-alt: auto; mso-margin-bottom-alt: auto"><span lang="EN-US" style="font-family: Arial; font-size: 10pt; mso-bidi-font-family: 新細明體; mso-font-kerning: 0pt"><span style="mso-list: Ignore">第五章<span style="font: 7pt &quot;Times New Roman&quot;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span></span><span style="font-family: 新細明體; font-size: 10pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial; mso-font-kerning: 0pt">住屋及重大支出管理</span><span lang="EN-US" style="font-family: Arial; font-size: 10pt; mso-font-kerning: 0pt"><o:p></o:p></span></p> <p class="MsoNormal" style="line-height: 20pt; text-indent: -17.85pt; margin: 0cm 0cm 0pt 35.7pt; mso-line-height-rule: exactly; mso-pagination: widow-orphan; mso-list: l0 level1 lfo1; tab-stops: list 67.5pt; mso-margin-top-alt: auto; mso-margin-bottom-alt: auto"><span lang="EN-US" style="font-family: Arial; font-size: 10pt; mso-bidi-font-family: 新細明體; mso-font-kerning: 0pt"><span style="mso-list: Ignore">第六章<span style="font: 7pt &quot;Times New Roman&quot;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span></span><span style="font-family: 新細明體; font-size: 10pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial; mso-font-kerning: 0pt">信用管理</span><span lang="EN-US" style="font-family: Arial; font-size: 10pt; mso-font-kerning: 0pt"><o:p></o:p></span></p> <p class="MsoNormal" style="line-height: 20pt; text-indent: -17.85pt; margin: 0cm 0cm 0pt 35.7pt; mso-line-height-rule: exactly; mso-pagination: widow-orphan; mso-list: l0 level1 lfo1; tab-stops: list 67.5pt; mso-margin-top-alt: auto; mso-margin-bottom-alt: auto"><span lang="EN-US" style="font-family: Arial; font-size: 10pt; mso-bidi-font-family: 新細明體; mso-font-kerning: 0pt"><span style="mso-list: Ignore">第七章<span style="font: 7pt &quot;Times New Roman&quot;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span></span><span style="font-family: 新細明體; font-size: 10pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial; mso-font-kerning: 0pt">保險需求之管理</span><span lang="EN-US" style="font-family: Arial; font-size: 10pt; mso-font-kerning: 0pt"><o:p></o:p></span></p> <p class="MsoNormal" style="line-height: 20pt; text-indent: -17.85pt; margin: 0cm 0cm 0pt 35.7pt; mso-line-height-rule: exactly; mso-pagination: widow-orphan; mso-list: l0 level1 lfo1; tab-stops: list 67.5pt; mso-margin-top-alt: auto; mso-margin-bottom-alt: auto"><span lang="EN-US" style="font-family: Arial; font-size: 10pt; mso-bidi-font-family: 新細明體; mso-font-kerning: 0pt"><span style="mso-list: Ignore">第八章<span style="font: 7pt &quot;Times New Roman&quot;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span></span><span style="font-family: 新細明體; font-size: 10pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial; mso-font-kerning: 0pt">投資之管理</span><span lang="EN-US" style="font-family: Arial; font-size: 10pt; mso-font-kerning: 0pt"><o:p></o:p></span></p> <p class="MsoNormal" style="line-height: 20pt; text-indent: -17.85pt; margin: 0cm 0cm 0pt 35.7pt; mso-line-height-rule: exactly; mso-pagination: widow-orphan; mso-list: l0 level1 lfo1; tab-stops: list 67.5pt; mso-margin-top-alt: auto; mso-margin-bottom-alt: auto"><span lang="EN-US" style="font-family: Arial; font-size: 10pt; mso-bidi-font-family: 新細明體; mso-font-kerning: 0pt"><span style="mso-list: Ignore">第九章<span style="font: 7pt &quot;Times New Roman&quot;">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </span></span></span><span style="font-family: 新細明體; font-size: 10pt; mso-bidi-font-family: Arial; mso-ascii-font-family: Arial; mso-hansi-font-family: Arial; mso-font-kerning: 0pt">退休及財產移轉規劃</span><span lang="EN-US" style="font-family: Arial; font-size: 10pt; mso-font-kerning: 0pt"><o:p></o:p></span></p> <p>&nbsp;</p>

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