Department History

    The Department of Insurance and Financial Management was officially established in August 1995 with the approval of the Ministry of Education. At that time, in line with the Taiwanese government's policy of opening up operations to foreign insurance companies, the demand for insurance professionals increased, hence the initial name "Department of Insurance Operations," enrolling one class of two-year daytime students for a two-year program.

    Subsequently, in response to the impact of the trend towards large-scale and integrated operations of financial institutions in advanced countries on the future business development of Taiwanese financial institutions, the department changed its name to "Department of Insurance and Financial Management" in August 1998 (three years before the formal enactment of the Financial Holding Company Act). It was subsequently approved to add a four-year daytime program, two-year and four-year continuing education programs, a master's program, and a part-time master's program. In 2004, one four-year daytime program was added, while one two-year daytime program was eliminated. The two-year daytime program was discontinued in 2005; the two-year continuing education program was discontinued in 2006; and the four-year continuing education program was discontinued in 2009.

    Currently, there are 2 master's programs, 2 part-time master's programs, and 12 four-year daytime programs, totaling 16 classes with a total student population of 640 (including extended students; statistics as of November 26, 2025). In addition, the department had 16 full-time faculty members and 14 part-time faculty members in the first semester of the 2025 academic year, all of whom possess academic expertise that aligns with the department's development and needs.

Department Positioning

Educational Philosophy: Professional Knowledge, Passion and Vitality, Social Responsibility

Department Motto: Broad-mindedness, Perseverance, Refinement, and Practicality

— Broad-mindedness – A broad and magnanimous spirit

— Perseverance – A long and arduous journey

— Refinement – ​​Striving for excellence

— Practicality – Being down-to-earth and practical

Mission: To cultivate high-quality insurance and finance professionals with both professional knowledge and ethical conduct

Vision: To become a benchmark department for cultivating high-quality insurance and finance professionals nationwide

Educational Goals:

Undergraduate (Four-Year Technical Education)
To cultivate insurance and finance professionals with industry expertise, workplace ethics and morality, and the ability to innovate in sustainable financial technology.

Master's Program
To cultivate insurance and financial management professionals who possess a strong foundation in both theoretical and practical insurance and finance, combined with research, analysis, planning, and execution capabilities. Graduates will have industry expertise, strong workplace ethics and social responsibility, an international perspective, and a commitment to sustainable financial technology innovation.

Core Competencies

Undergraduate (Four-Year Technical Education)

– Application of foundational course knowledge

– Professional competence in insurance management

– Professional competence in financial planning

– Workplace ethics and morality, and humanistic care

– International perspective and ability to innovate in sustainable financial technology

Master's Program

– Research, analysis, planning, and execution capabilities

– Professional competence in insurance management

– Professional competence in financial risk management

– Workplace ethics and morality, and social responsibility

– International perspective and ability to innovate in sustainable financial technology

Department Features and Development Strategies

• Guided by the talent needs of the insurance and financial technology industry, this department adopts the development strategies of "comprehensive internships and industry integration," "cross-disciplinary learning and technological innovation," "professional certification and skill enhancement," and "elite excellence and international perspective" to shape the department's distinctive features as follows:

(1) Comprehensive internship system and industry integration.

(2) Implementation of professional certification to enhance employability.

(3) Combining practical projects with competitions to enhance professional skills.

(4) Overseas study to broaden international perspectives. (5) Embrace Artificial Intelligence and Promote Insurance and Financial Technology Programs.

(6) Embrace the Platinum Generation and Promote Leisure and Wellness Service Programs.

• Develop an Insurance Financial Planning and Creative Marketing Competition Simulation System and an Online Financial Certification Mock Exam System to enhance students' insurance and financial management skills.
• Implement certification systems, provide summer/corporate/overseas internships, enhance industry and academic exchanges, strengthen strategic alliances with enterprises, and jointly cultivate talent.

Departmental Development Goals

• Full Employment

Cultivating students' ability to adapt to future changes in the domestic and international insurance and financial industry and to keep pace with the growth trend of the financial services industry. Actively recruiting insurance and financial professionals as faculty, strengthening industry-academia collaboration, enriching internship equipment and content, flexibly adjusting elective courses, and emphasizing forward-looking, international, professional, and technologically integrated education. Through industry-academia collaboration, off-campus visits and learning opportunities, distance learning, and rigorous tutoring, our department cultivates students into financial professionals who are both law-abiding and pragmatic, possessing expertise in securities, banking, and insurance—highly sought-after insurance and finance professionals by various financial institutions.

• Personalized Further Education

For undergraduate students wishing to pursue further studies, we cultivate their academic abilities and build a strong academic foundation, enabling them to smoothly enter their ideal domestic or international graduate programs. The Continuing Education Department provides a foundation for working professionals interested in pursuing a Master's degree, primarily targeting senior executives returning to their previous careers.

• Implementing the Certification System

The program cultivates students' abilities to obtain insurance and securities-related professional certifications, skills tests, and further education. In line with the government's promotion of the professional certification system, it expands students' employment skills and opportunities. The program provides planned guidance for students to participate in further education and various skills and professional certification examinations, fostering professional ethics and a spirit of service. Regular "Certification Master" competitions are held to substantially encourage outstanding classes and individuals, cultivating a culture of active participation in professional certification examinations.

• Internationalization Functions

During their studies, the program uses encouraging and inspiring teaching methods to strengthen students' basic foreign language skills, making them less afraid of foreign language learning and cultivating their interest in proactive learning. It also promotes overseas study programs and exchanges with foreign students studying in Taiwan, and hosts visits from foreign scholars and students, broadening students' international perspectives through practical exchanges.