Assessment and Certification

TABF is in charge of issuing banking accreditation to enhance the quality of the financial workforce.
Each of the 180,000 banking professionals in Taiwan has an average of five financial certificates issued by TABF.

Proficiency Testing for Banking Practitioners

16 categories of proficiency certification in total
(available in both written and computerized form)

Recruitment & Competency Assessment Services

Financial Institutions
State-owned / Private banks

International Financial Certification Partnerships

Certified Financial Planner® (CFP) (written test)
Associate Financial Planner (AFP) (written test)

Mandatory Certifications

As per relevant regulations, these certifications are recognized as a professional credential for practitioners within the field.

Domain	Level	Test Name
Investment and Wealth Management	Entry-level	Proficiency Test for Trust Operations Personnel
Investment and Wealth Management	Investment and Wealth Management	Entry-level	Certification Test for Financial Derivatives Sales Personnel
Financial Regulation	Intermediate	Proficiency Test for Bank Internal Control and Audit
Credit Management	Entry-level	Proficiency Test for Debt-Collection Personnel
Professional Ethics	Entry-level	Basic Test on Financial Markets and Professional Ethics
Financial Regulation	Intermediate	Professional Exam for Anti-Money Laundering and Countering Terrorism Financing Specialist

Non-Mandatory Certifications

TABF has planned to conduct professional competency assessments in response to the development of banking business and talent cultivation needs.

Domain	Level	Test Name
Foreign Exchange Operations	Entry-level	Basic Proficiency Test for International Banking Personnel
Foreign Exchange Operations	Foreign Exchange Operations	Intermediate	Proficiency Test on Foreign Exchange Trading
Credit Management	Entry-level	Basic Proficiency Test for Bank Lending Personnel
Credit Management	Credit Management	Intermediate	Advanced Proficiency Test for Bank Lending Personnel
Investment and Wealth Management	Entry-level	Proficiency Test for Financial Planning Personnel
	Investment and Wealth Management	Intermediate	Certification Test for Eldercare Financial Planning Consultant
	Investment and Wealth Management	Intermediate	Intermediate	Certification Test for Family Trust Planning Consultant
Financial Regulation	Entry-level	Basic Proficiency Test for Financial Risk Management
Financial Regulation	Entry-level	Foreign Exchange Operations	Entry-level	Basic Test on Sustainable Development
Fintech	Entry-level	Basic Test on the FinTech Knowledge

Commissioned professional competency exams

Exam	Administering or Coordinating Institution
Property Insurance Agent Qualification Test (Computer-based testing)	Non-Life Insurance Association of the Republic of China
Life Insurance Agent Qualification Test (Computer-based testing)	The Life Insurance Association of the Republic of China
AFP (Associate Financial Planner)(written test)	Financial Planning Association of Taiwan
CFP®(Certified Financial Planner®)(written test)	Financial Planning Association of Taiwan	Financial Planning Association of Taiwan

A Variety of Exam Formats

In TABF, financial tests encompass a variety of formats. These include traditional written tests, where candidates demonstrate their knowledge through pen-and-paper assessments. Additionally, computer-based tests offer a digital platform for examination, allowing for efficient processing and immediate feedback. Furthermore, Portable Computer Based Testing (PCBT) extends accessibility by enabling candidates to take assessments on portable devices, facilitating flexibility and convenience in test-taking locations.

Functions