Financial Mastery Learning Program

Transform your relationship with money through our comprehensive learning program designed for Taiwan's evolving financial landscape

Your Financial Education Journey

Most people learn about money through trial and error. Our program takes a different approach. We've spent years studying what actually works in Taiwan's financial environment, and we've distilled that knowledge into a practical learning experience.

  • Practical budgeting strategies that work with Taiwan's salary structures
  • Investment fundamentals tailored for local market conditions
  • Goal-setting frameworks that account for cultural expectations
  • Real-world case studies from actual Taiwan residents
  • Interactive workshops and peer learning opportunities
Financial planning workshop session with participants learning budgeting strategies

Our Learning Methodology

We combine proven financial principles with practical application specific to Taiwan's economic environment

Interactive Learning Modules

Each module focuses on one core concept with immediate practical application. You'll work through real scenarios, not theoretical examples. Our modules cover everything from understanding Taiwan's tax system to navigating local investment options.

Peer Discussion Groups

Learning happens best in community. Our small group discussions let you share experiences and learn from others facing similar financial challenges. These sessions often become the most valuable part of the program.

Personalized Action Plans

Generic advice doesn't work for specific situations. We help you create a customized financial plan that reflects your actual income, expenses, and goals. This isn't about following someone else's blueprint.

Ongoing Support Network

The learning doesn't stop when the program ends. You'll join our alumni community where you can continue asking questions, sharing progress, and getting guidance as your financial situation evolves.

Program instructor Chen Wei-Ming reviewing financial planning materials

Meet Your Lead Instructor

Chen Wei-Ming has spent over twelve years helping Taiwan residents build better financial habits. After working in traditional financial services, he realized most financial education missed the mark. "People need practical skills, not academic theory," he explains. "That's why our program focuses on what actually works in daily life."

Chen's approach emphasizes small, consistent changes over dramatic financial overhauls. His students often mention how his practical perspective made complex financial concepts finally make sense.

Program Timeline & Structure

Our next program begins in September 2025 and runs for six months. We've designed the timeline to give you enough time to absorb each concept and apply it before moving to the next topic.

1

Foundation Phase (Months 1-2)

Understanding your current financial position and establishing basic tracking systems that work with your lifestyle.

2

Building Phase (Months 3-4)

Creating realistic budgets, establishing emergency funds, and beginning to set achievable financial goals.

3

Growth Phase (Months 5-6)

Exploring investment basics, understanding retirement planning, and developing long-term financial strategies.

Each phase includes weekly group sessions, individual check-ins, and practical homework assignments. The workload is designed to fit around your existing schedule — most participants spend about 3-4 hours per week on program activities.

Program graduate Liu Tadeusz sharing his learning experience

Liu Tadeusz

Program Graduate, 2024

"The program helped me understand why my previous attempts at budgeting never worked. Instead of forcing me into someone else's system, they helped me build approaches that actually fit my life. Six months later, I have an emergency fund and a clear plan for buying an apartment."

Ready to Start Your Financial Journey?

Applications for our September 2025 program open in June. We keep class sizes small to maintain quality discussions and personalized attention.

Get Program Information