Name

Chen si an, Lin yi wen

Competition Year

2019

Competition Name

The 9th National University Wealth Management Competition

Competition Rule

Help clients in a given case make a comprehensive financial plan. Besides, help clients achieve their goals by financial management. Make the financial plan into PPT after the Association announced which teams get preliminaries qualification. The Association will select the top 20 teams into the final round, and then finalists will do a presentation in front of judges in 10 minutes. We will have to regard the judges as our clients to present our planning contents and suggestions.

Prepare Process

This competition is about helping clients to plan their assets. Besides the investment aspect, it is also essential to consider other points such as clients’ asset condition, insurance gaps, demand for buying cars or houses, children’s education funds, and retirement plans. Based on clients’ risk tolerance to help them make an appropriate investment strategy. To achieve this, we couldn’t rely only on theories, but integrate the practical experience to make suggestions closer to real life. Because there’s no absolute answer to this competition, to make this project better, we modify our recommendations constantly. Through this competition, we acquire numerous practical experiences and have a more complete thought in wealth management.

Award-Winning Experience

It is pretty tough for us to beat 128 teams to get number one. It’s because of the cooperation between our team that makes our report so perfect. This award gives us more confidence in financial management. Besides, we gain various conditions that we couldn’t learn in school. Moreover, it enables us to attain basic investment concepts before we worked in the Security corporation.

Appreciate Words

In the course of our internship, with the encouragement of our manager, Miss. Yeh, we had an opportunity to participate in this wealth management competition. Since she taught us lots of investment experiences, we could combine what we learn from school with those practical experiences to apply to this report. Professor Pan also shared her investment opinions so that we could enrich the overall planning. We appreciate all the supports we gain from the department and intern unit to let us attain this honor.

Advanced Studies or Work

Working in Fubon Security corporation