Retirement Planning Mastery Program

Build expertise in pension consultation through structured learning modules designed for finance professionals and career changers. Our comprehensive curriculum covers Taiwan's retirement system, investment strategies, and client advisory skills.

Enroll for Fall 2025

Professional Development Through Real-World Application

Taiwan Pension System Deep Dive

Master the intricacies of Taiwan's three-pillar retirement system, including labor insurance pensions, occupational pensions, and personal retirement accounts.

Client Communication Workshops

Practice explaining complex financial concepts in accessible language through role-playing sessions and case study analysis.

Risk Assessment Methodologies

Learn systematic approaches to evaluate client risk tolerance and design appropriate retirement portfolios for different life stages.

View Full Curriculum
Students engaged in retirement planning workshop discussion

Eight-Month Learning Journey

Our structured curriculum progresses from fundamental concepts to advanced consultation techniques, preparing you to handle diverse retirement planning scenarios with confidence.

Months 1-2

Foundation Module

Understanding retirement planning fundamentals and Taiwan's regulatory environment.

  • Pension system architecture overview
  • Financial planning principles
  • Basic investment concepts
  • Client onboarding processes
Months 3-4

Analysis and Strategy

Develop skills in retirement need assessment and strategic planning approaches.

  • Cash flow analysis techniques
  • Inflation impact calculations
  • Healthcare cost planning
  • Tax optimization strategies
Months 5-6

Investment Implementation

Master portfolio construction and product selection for retirement goals.

  • Asset allocation models
  • Product comparison frameworks
  • Risk management techniques
  • Performance monitoring systems
Months 7-8

Client Practice and Certification

Apply learning through supervised client interactions and final assessments.

  • Mock consultation sessions
  • Case study presentations
  • Industry certification prep
  • Professional network building

Investment in Your Future

Choose the learning path that fits your schedule and career goals. Both options include comprehensive materials, instructor support, and access to our professional network. Payment plans available for all programs.

Evening Program

NT$85,000

Twice-weekly evening sessions perfect for working professionals. Includes weekend workshop sessions and flexible assignment schedules.

Intensive Weekends

NT$95,000

Full weekend immersion format with concentrated learning blocks. Ideal for rapid skill development with peer collaboration focus.

Program director reviewing financial planning materials
Miranda Zheng
Program Director
Twenty years of experience in Taiwan's financial services sector, specializing in retirement planning education and professional development.
Interactive group learning session with retirement planning case studies

Learning That Makes a Difference

Small Cohort Focus

Maximum 16 students per program ensures personalized attention and meaningful peer connections throughout your learning journey.

Industry Connections

Guest speakers from leading Taiwan financial institutions share insights and potential career opportunities with program graduates.

Ongoing Support Network

Join our alumni community for continued professional development, referral opportunities, and industry updates.

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Thomas Chen, program graduate
Thomas Chen
2024 Graduate

The program gave me practical skills I use daily in client meetings. The case studies reflected real situations I encounter, and the instructor feedback helped me develop confidence in explaining complex concepts clearly.