申請人提供於國內外金融機構擔任經理級職務累計達三年之證明文件,且取得相關重要國際性金融證照,如CFA(Chartered Financial Analyst)、CFP(Certified Financial Planner)、FRM(Financial Risk Manager)、CIIA(Certified International Investment Analysts)、CIA(Certified Internal Auditor)、PRM(Professional Risk Manager)、FSA (Fellow of the Society of Actuaries)、FCAS (Fellow of the Casualty Actuarial Society)、FIA (Fellow of the Institute and Faculty of Actuaries)、FIAA (Fellow of the Institute of Actuaries of Australia)、SEI-KAIIN (Fellow of the Institute of Actuaries of Japan)等。