CFP®俱樂部-理財顧問的交流空間
臺灣理財顧問認證協會提供臺灣理財顧問協會CFP®持證的專業理財顧問，掌握國際脈動、全國經濟局勢、最新金融科技、政策法規，為CFP®理財顧問充電的資訊頻道。 -- Hosting provided by SoundOn
| Publishes | Weekly | Episodes | 14 | Founded | 3 months ago |
|---|---|---|---|---|---|
| Language |  Korean | Category | Business | ||
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在保險談保障已經不稀奇的年代，台灣壽險業正朝「資產管理」全面升級。亞資中心上路後，富邦、國泰、南山等壽險三雄紛紛布局高雄金融專區，從保單質借、保費融資，到國際保險 OIU 跨境配置，高資產客戶已經不只是在買「保單」，而是在打造全球財富架構。
本集《CFP®俱樂部》邀請 銘傳大學資訊應用與金融保險學系 盧榮和 博士，帶我們理解： 壽險業如何從「賣保險」走向「幫你管理資產」，以及 CFP®理財顧問如何在這場跨境財富管理浪潮中，成為關鍵推手。
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市場波動、匯率起落，許多人第一反應就是「先把保單解掉拿現金」。 但你知道嗎？那一瞬間的決定，可能讓你的保障從此中斷。
本集邀請— 🎓 銘傳大學資訊應用與金融保險學系 盧榮和 副教授 一起談談：
💡 為什麼台灣人習慣把儲蓄險當定存？💡 解約潮背後反映的理財焦慮與風險盲點？💡 CFP® 顧問如何協助保戶穩定資金與保障？
👉 用 30 分鐘，重新理解「保險」的真正價值。
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台灣菁英財管顧問副總 方士維，以金融產業觀察者的視角，帶你認識正在亞洲興起的「家族辦公室」浪潮。從繼承人爭產案例談起，他指出，真正成功的財富傳承，關鍵不在金額，而在人性、意願與分配的智慧。
在本集節目中你會聽到
✅ **家族辦公室（SFO／MFO／VFO）的運作與差異 **
**✅ 亞洲5.8兆美元財富傳承潮的市場潛力 **
**✅ CFP®理財顧問如何成為「虛擬家族辦公室」的整合者 **
✅ 為何資產規劃的核心，是讓愛與信任順利傳承
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富邦投信董事長黃昭棠，帶你看見公股與民營金控背後的策略思維。從產品設計到ETF布局，他揭開金融機構角色差異的核心邏輯，也提醒理財顧問與投資人：投資不是比誰快，而是誰看得更深。
在本集節目中你會聽到 ✅ 公股與民營金控在ETF發行與行銷上的根本差異 ✅ 台灣6.5兆ETF市場下的未來發展與趨勢 ✅ 合法透明投資管道如何成為防詐關鍵 ✅ CFP理財顧問如何像米其林大廚般，為客戶打造專屬投資組合
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