TABF advocates for diverse teaching methods tailored to different audiences, utilizing modular and systematic knowledge structures, developing different teaching tools, integrating behavior tracking, producing videos, and publishing magazines and podcasts on finance to expand the dissemination of knowledge.

Our Mission

  1. To lead awareness and enhance the breadth and depth of financial inclusion
  2. To enhance literacy to reduce fraud and improve the financial resilience of the public

Our Strategy

  1. Strengthen public understanding of financial inclusion
  2. Conduct international outreach on financial inclusion
  3. Implement our self-developed KAP financial literacy education model
  4. Deepen financial corporate social responsibility (CSR) initiatives across Taiwan
  5. Expand public engagement and advance financial inclusion through publications, videos and podcasts
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Our Impact

People trained
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Training sessions delivered
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Our Target Audiences

Financially vulnerable groups such as:

  1. Individuals under 30 and over 60
  2. New immigrants and indigenous people
  3. The unemployed or gig workers
  4. Households with low income
  5. Renters and those living in social housing
  6. Individuals with unstable marital status

Our Achievements

1. A Multi-Stakeholder CSR Collaboration Model for Financial Education

In 2023, TABF pioneered a CSR Collaboration Model together with local governments and financial sector partners to deliver sustainable, locally grounded financial education across Taiwan.

Originally launched as a single-city pilot, the model has been expanded into a cross-city partnership network, supporting lifelong financial literacy among diverse audiences including elementary students, older adults, and university students.

TABF collaborated with Hua Nan Bank and the Tainan City Government to launch a trilateral cooperative model for financial education.
TABF Chairman Paul C. D. Lei underscored the outcomes of the CSR Collaboration Model for elementary-school financial education in Tainan City.
“CoCo Teachers” guided elementary school students through scenario-based games to teach them about risk awareness.
“CoCo Teachers” guided elementary school students through scenario-based games to teach them about risk awareness.

2. Three Consecutive Years of National Recognition

TABF has been presented the Financial Education Contribution Awards by the Taiwan’s Financial Supervisory Commission (FSC) – the national authority overseeing the financial sector – for three consecutive years. TABF is the only non-profit financial education institution to receive this national recognition three years in a row, demonstrating our sustained leadership and impact in financial literacy advancement for diverse underserved communities in Taiwan.

“CoCo Teachers” guided elementary school students through scenario-based games to teach them about risk awareness.
President Yi-Cheng Kao received the FSC’s 2025 Financial Education Contribution Awards – Gold (Best Financial Inclusion) and Silver (Best Innovation) – on behalf of TABF.
TABF collaborated with Hua Nan Bank and the Tainan City Government to launch a trilateral cooperative model for financial education.
TABF has been presented the Financial Education Contribution Awards for three consecutive years (2023–2025).

3. Promoted Taiwan’s Financial Inclusion at UN CSW68

The 68th session of the United Nations Commission on the Status of Women (CSW68), held in New York City, focused on the theme of "Women's Financial Issues and Economic Equality," sparking lively discussions. Seizing the opportunity of the gathering of delegates from various countries, TABF collaborated with domestic and international non-governmental organizations (NGOs) to organize two parallel meetings officially recognized by the United Nations. This allowed Taiwan to showcase its achievements in promoting financial inclusion on the global diplomatic stage.

FE62 is designed for the exploration of financial knowledge, with the loop corridor making up the mobile game path.
TABF presented its financial education impact at the 68th annual UN Commission on the Status of Women (UN CSW68), demonstrating how financial literacy contributes to women’s economic empowerment and equality.
Dr. Hank C.C. Huang, President of TABF, introduced the successful collaboration between TABF and social welfare organizations at the Forum, showcasing Taiwan's model of financial inclusion.
Former President Dr. Hank C.C. Huang introduced TABF’s successful collaboration with social welfare organizations, showcasing Taiwan's model of financial inclusion.

4. Financial Explorer 62 - Taiwan's First Financial Museum

Under the direction of the FSC, TABF created Taiwan’s first museum of finance. Completed in late 2022, the name Financial Explorer 62 reflects the fusion of the financial sector's spirit of exploration and TABF's training base. FE62's historical collection and a variety of media display the trajectory and achievements of Taiwanese finance. Moreover, interactive programs simulating financial planning help to broaden audiences' financial horizons and build proper attitudes towards finance.

FE62 is designed for the exploration of financial knowledge, with the loop corridor making up the mobile game path.
FE62 is designed for the exploration of financial knowledge, with the loop corridor making up the mobile game path.
Dr. Hank C.C. Huang, President of TABF, introduced the successful collaboration between TABF and social welfare organizations at the Forum, showcasing Taiwan's model of financial inclusion.
A delegation from the Council on International Educational Exchange & Western Michigan University (U.S.) visited FE62 and exploring the evolution of Taiwan’s banking industry.

5. Elevating Financial Communication: Redesign and Global Visibility

TABF is committed to advancing financial inclusion through impactful communication and knowledge sharing. TABF promotes financial literacy and supports informed public dialogue through The Taiwan Banker magazine and its professional publications. Moreover, it has expanded its outreach through podcasts and short-form videos, making financial knowledge more accessible and practical while fostering a culture of lifelong learning. Over the past few years, The Taiwan Banker has undergone a major redesign, and partnered with Factiva, Dow Jones’ business news database, strengthening its global visibility.

FE62 is designed for the exploration of financial knowledge, with the loop corridor making up the mobile game path.
Founded in 2009, The Taiwan Banker has become one of Taiwan’s most authoritative financial sector publications.
Dr. Hank C.C. Huang, President of TABF, introduced the successful collaboration between TABF and social welfare organizations at the Forum, showcasing Taiwan's model of financial inclusion.
Chairperson Dr. Jin-Lung Peng of the FSC (left) engaged in an in-depth dialogue with President Yi-Cheng Kao of TABF (right) on TABF’s podcast program, exploring macro-level policy blueprints and strategic directions.

Our History

2025
 
  • Awarded FSC Financial Education Contribution Awards – Gold (Best Financial Inclusion) & Silver (Best Innovation)
  • TABF × Chiayi County Government × Financial Information Service Co. (FISC) × Taiwan Insurance Institute (TII) implemented elementary-level financial education in Chiayi.
  • TABF × Taichung City Government × Mega Bank delivered an anti-fraud education program for older adults in Taichung.
  • Partnered with Factiva, Dow Jones’ business news database, strengthening global visibility of The Taiwan Banker.
  • Launched a new podcast program to foster cross-disciplinary dialogue and exchange of ideas in the financial sector.
2024
 
  • Established the Financial Inclusion Group to expand financial education advocacy
  • Presented the KAP education model at the NGO Forum of the 68th Session of the Commission on the Status of Women (CSW68)
  • Awarded FSC Financial Education Contribution Awards – Gold (Best Effectiveness), Silver (Best Financial Inclusion), Bronze (Best Innovation)
  • Published the 2024 Taiwan Financial Lives Survey
  • TABF × Changhua County Government × Chang Hwa Bank implemented elementary-level financial education in Changhua.
  • TABF × Kaohsiung City Government × Mega Bank implemented elementary-level financial education in Kaohsiung.
2023
 
  • Awarded the FSC Financial Education Contribution Awards – Outstanding Organization
  • TABF × Tainan City Government × Hua Nan Bank – Launched the first pilot initiative under TABF’s CSR Collaboration Model to advance elementary school financial education across Tainan City.
2022
 
  • Published the 2022 Taiwan Financial Lives Survey
2020
 
  • Introduced two online tests: the Financial Personality Assessment and Financial Resilience Test
  • Released Taiwan's first Financial Lives Survey, defining six major financially vulnerable groups

Future Plans

  1. Establish a platform for in-depth discussion and timely insights
  2. Expand cross-sector collaboration to strengthen financial inclusion
  3. Integrate online and offline resources for more effective financial education