① Have a high school education or above, have been engaged in financial services for more than 2 years, and have been formally trained as an assistant financial services engineer to reach the required standard hours.
(2) Have technical secondary school education or above, have been engaged in financial services for over 1 year, and have been formally trained by assistant financial services engineers to reach the required standard hours.
2. Financial service engineer (those who meet one of the following conditions may apply for intermediate vocational qualification)
① Obtain the professional qualification certificate of assistant financial service engineer, have been engaged in financial service work continuously for more than 1 year, and have been formally trained by financial service engineer to reach the required standard hours.
(2) Having a technical secondary school education or above, having been engaged in financial services for more than 2 years, and having been formally trained as a financial services engineer to reach the required standard hours.
(3) Have a college degree or above, have been engaged in financial services for over 1 year, and have been formally trained as a financial services engineer to reach the required standard hours.
3. Senior financial service engineer (one of the following conditions can apply for senior professional qualification)
(1) Obtain the professional qualification certificate of financial service engineer, have been engaged in financial service for more than 2 years continuously, and have reached the required standard hours after formal training of senior financial service engineer.
(2) Have a college degree or above, have been engaged in financial services for more than 3 years, and have been formally trained by senior financial service engineers to reach the required standard hours.
(3) Have a bachelor's degree or above, have been engaged in financial services for more than 2 years, and have reached the required standard hours after formal training by senior financial services engineers.