{"id":7214,"date":"2019-07-08T15:28:00","date_gmt":"2019-07-08T07:28:00","guid":{"rendered":"http:\/\/ibf.npust.edu.tw\/en\/?p=7214"},"modified":"2021-12-02T00:50:41","modified_gmt":"2021-12-01T16:50:41","slug":"2019-ninth-national-college-wealth-management-competition","status":"publish","type":"post","link":"https:\/\/ibf.npust.edu.tw\/en\/2019-ninth-national-college-wealth-management-competition\/","title":{"rendered":"2019 Ninth National College Wealth Management Competition"},"content":{"rendered":"\t\t
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Name<\/strong><\/p><\/td><\/tr>

Chen si an, Lin yi wen<\/span><\/p><\/td><\/tr>

Competition Year<\/strong><\/p><\/td><\/tr>

2019<\/span><\/p><\/td><\/tr>

Competition Name<\/strong><\/p><\/td><\/tr>

The 9th National University Wealth Management Competition<\/span><\/p><\/td><\/tr>

Competition Rule<\/strong><\/p><\/td><\/tr>

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.<\/span><\/p><\/td><\/tr>

Prepare Process<\/strong><\/p><\/td><\/tr>

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\u2019 asset condition, insurance gaps, demand for buying cars or houses, children\u2019s education funds, and retirement plans. Based on clients\u2019 risk tolerance to help them make an appropriate investment strategy. To achieve this, we couldn\u2019t rely only on theories, but integrate the practical experience to make suggestions closer to real life. Because there\u2019s 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.<\/span><\/p><\/td><\/tr>

Award-Winning Experience<\/strong><\/p><\/td><\/tr>

It is pretty tough for us to beat 128 teams to get number one. It\u2019s 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\u2019t learn in school. Moreover, it enables us to attain basic investment concepts before we worked in the Security corporation.<\/span><\/p><\/td><\/tr>

Appreciate Words<\/strong><\/p><\/td><\/tr>

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.<\/span><\/p><\/td><\/tr>

Advanced Studies or Work<\/strong><\/p><\/td><\/tr>

Working in Fubon Security corporation<\/span><\/p><\/td><\/tr><\/tbody><\/table>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Name Chen si an, Lin yi wen Competition Year 2019 Compe […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[15],"tags":[],"class_list":["post-7214","post","type-post","status-publish","format-standard","hentry","category-news","entry"],"acf":[],"_links":{"self":[{"href":"https:\/\/ibf.npust.edu.tw\/en\/wp-json\/wp\/v2\/posts\/7214"}],"collection":[{"href":"https:\/\/ibf.npust.edu.tw\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ibf.npust.edu.tw\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ibf.npust.edu.tw\/en\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/ibf.npust.edu.tw\/en\/wp-json\/wp\/v2\/comments?post=7214"}],"version-history":[{"count":8,"href":"https:\/\/ibf.npust.edu.tw\/en\/wp-json\/wp\/v2\/posts\/7214\/revisions"}],"predecessor-version":[{"id":7272,"href":"https:\/\/ibf.npust.edu.tw\/en\/wp-json\/wp\/v2\/posts\/7214\/revisions\/7272"}],"wp:attachment":[{"href":"https:\/\/ibf.npust.edu.tw\/en\/wp-json\/wp\/v2\/media?parent=7214"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ibf.npust.edu.tw\/en\/wp-json\/wp\/v2\/categories?post=7214"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ibf.npust.edu.tw\/en\/wp-json\/wp\/v2\/tags?post=7214"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}