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全球理財顧問協會CFP®持證的專業財務顧問，掌握國際脈動、全國經濟局勢、最新金融科技、政策法規，為持證財務顧問充電的資訊頻道。 -- Hosting provided by SoundOn
| Publishes | Weekly | Episodes | 10 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Language |  Korean | Category | Business | ||
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2003 年，元大台灣50（0050）把「台股藍籌指數」做成人人可買的 ETF，改寫台灣投資版圖。本集特別邀請到富邦投信的黃昭棠董事長，帶你走進ETF的誕生現場：從時空背景、設計理念，到推廣的挑戰與二十年後的市場影響，最後談談未來商品走向——配息更透明、投資更長期。
在本集節目中你會聽到
✅ 為何選擇「台灣50指數」作為設計基礎與核心理念
✅ 從 0 到 1 的推廣歷程：投資人教育、法規與溝通挑戰
✅ 0050 帶動的產品譜系：美股ETF、債券ETF、槓反ETF、原油/黃金ETF... more
ETF 熱潮後，資產配置怎麼走？尤昭文直說：提升另類資產占比、用長期產品承接長期目標，
台灣才能吸引境外資金、真正升級。
在本集節目中你會聽到
✅ 另類資產速懂：PE、私募信貸、基礎建設為何關鍵
✅ 全球約20% vs 台灣約2–5%：配置差距與機會
✅ 顧問實務：從賣產品到顧問式服務，為高資產客戶打造長期配置
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ETF市場持續火熱，但配息並非免費午餐。
本集邀請 投信投顧公會理事長 尤昭文，帶你解析：
✅ETF過度配息的風險
✅收益平準金新規三大重點
✅如何兼顧投資報酬與保護
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美股聚集全球龍頭與資金，複委託成為台灣投資人連結國際的關鍵通道。蔡旺盛副總從市場結構到投資文化，拆解「配息 vs 資本利得」的思維差異，並給出進入美股的正確心態與資產配置建議；同時點出CFP® 顧問在跨市場投資中的專業價值。
在本集節目中你會聽到
✅ 為何美股成為資金重心：市場、客戶、成交量的正循環
✅ 台股 vs 美股的投資心態：配息偏好與長期資本利得的差異
✅ 複委託客群結構與長期延續的關鍵（不是只看題材、要看結構）
✅ 走進美股的心態設定：大股東思維、把複委託納入資產配置
✅ ... more
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These podcasts share a similar audience with CFP®俱樂部-理財顧問的交流空間:
1. MacroMicro 財經M平方
2. 富漫談財務週記
3. 聽天下：天下雜誌Podcast
4. 股市隱者
5. 財訊 《Wealth Magazine》
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CFP®俱樂部-理財顧問的交流空間 launched 2 months ago and published 10 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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