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 | 26 | Founded | 6 months ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Category | Business |
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談到資產傳承，多數人第一時間想到的是遺囑、信託與保險。然而，這些工具往往只解決「資產歸屬」的技術問題，卻未必處理「長期治理」與「時間風險」所帶來的結構挑戰。真正的傳承，不是一次性的法律安排，而是一個會隨市場、制度與家族關係不斷演化的動態過程。
本集《CFP®俱樂部》邀請包喬凡律師，從 BOT 專案的生命週期管理出發，深入解析家族傳承中的時間風險、治理斷層與稅務突擊問題，並探討 CFP®在傳承專案中應扮演的關鍵角色。
在本集節目中你會聽到——
✅ 為什麼遺囑、信託、保險，只完成了一半的傳... more
多數金融消費爭議，並不是單一個案疏失，而是由商品設計、風險說明、市場結構與消費者認知共同形塑的結果。爭議往往不在簽約當下爆發，而是在實際虧損、流動性受限或理賠受阻時，消費者才真正理解商品風險，但此時法律責任早已定型。
本集《CFP®俱樂部》邀請包喬凡律師，從長期處理 BOT 工程專案與大型合約的風險管理經驗出發，對照金融服務現場，深入解析金融爭議最核心的成因、法院與評議單位的責任判斷邏輯，以及 CFP®在實務中如何透過制度與溝通設計，實質降低爭議風險。
在本集節目中你會聽到——
✅ 為... more
當保單不再「一張包全部」， 而是像積木一樣一塊一塊組裝，你準備好用新思維看保險了嗎？
本集帶你走進「碎片化保單」的世界：
🔹** 為什麼保險公司開始鎖定眼睛、牙齒、骨頭、關節？ **
🔹 健康數據、穿戴裝置如何影響你的保費?
**🔹 高額醫療風險，為什麼不能再只靠實支實付？ **
🔹 高齡社會下，保險如何從「理賠工具」變成「生活服務」？
從器官保險、醫療科技、FinTech，到未來自駕車與AI保險公司的可能性， 這一集讓你看到——保險正在被科技全面改寫。
本節目是由... more
醫療險的角色正在改變。
過去「買越多越好」的迷思，轉向「買得精準、用得合理」。實支實付不再適用拼保單數量，而是回歸整體風險架構的一部分。
本集來賓邀請到-淡江大學風管系-郝充仁老師，以長期研究保險制度與風險管理的專業視角，帶我們拆解醫療險的核心邏輯，以及保險如何從商品思維，回到真正的風險管理本質。
這一集談的不是銷售，而是思維升級。
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