近年來，金融科技Fintech發展已是全球趨勢，新穎的 Fintech金融商業模式，帶動了新一波的金融革命。全球財富管理不同的持份者現正積極拓展亞洲市場，如何應對全球稅務透明化，金融數位化的需求，同時保持業務可持續性發展，將是亞太區財富管理市場必須面對的挑戰。
為因應金融業快速發展的趨勢，台灣註冊財務策劃師協會積極推動全方位財務策劃發展，以金融產業之轉型與創新思維為主題，於2017年10月18、19日在台北舉辦，名為『啟動新思維，開創大視界』的亞太區財務策劃國際會議。是次會議將集合國際級財務策劃專業人士，分享海內外的實務經驗，提供一個國際級的交流學習機會。
大會規劃了財務策劃相關重要主題的演講與論壇，將邀請亞太地區的私人銀行、家族辦公室、財富管理、金融科技、以及保險事業等相關領域之學者及專家共同探討亞太區財務策劃未來大趨勢，期盼伴隨著人工智慧的發展與金融業的產業結構的變化，為守護客戶資產的金融從業人員，建構實質溝通對話之平台，推動行業發展與提升競爭力！
Fintech development has become a global trend in recent years. Innovative Fintech operation models have trigged another wave of financial revolution. Given the fact that global wealth management stakeholders are vigorously expanding their operations in Asia, the ways they encounter global tax transparency requirements as well as financial digitalization needs, while at the same time preserving their development sustainability, have become impending challenges to be addressed.
For the sake of promoting all-round financial planning practices, coping with the rapid growth of the financial industry, and grasping the essence of financial remodeling and new innovative ideas, Taiwan Registered Financial Planners Association (TRFP) has taken the initiative to organize the 2017 TRFP Asia Pacific Financial Planning International Conference with the main theme “New Horizon in Global Finance” on 18th and 19th October this year. World class financial planners will gather at this conference to share their insights and experiences which provide an excellent opportunity for professional practices and knowledge exchanges.
This conference focuses on important financial planning related topic presentations and panel discussions and we will invite experts and academics from the private banking, family office, wealth management, Fintech and insurance sectors in Asia to jointly explore the future financial planning trends in the Asia Pacific Region. All in all, we aim at creating a constructive dialogue exchange platform for the financial planners, promoting the future development of the financial industry and enhancing its competitiveness in the light of structural and artificial intelligence changes!