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Level 3 (Assistant Financial Planner) qualification
This paper will introduce the qualifications of the third-level (assistant financial planner) to help readers better understand the profession.

work experience

Have been engaged in this occupation continuously for more than 6 years.

School certificate

Having a diploma of this major or related major in a technical school, technician college or vocational and technical college aiming at cultivating advanced skills; College degree or above in this major or related major; College degree or above in other majors, and engaged in this occupation 1 year or above; Have a college degree or above in other majors, reach the standard hours stipulated in the formal training of assistant financial planners in this major, and obtain a certificate of completion.