Talent Development

The Company places great importance on talent cultivation. Through a systematic talent development framework and diversified learning resources, it strengthens employees’ professional capabilities and managerial effectiveness while aligning with international trends to support the Company’s sustainable development. A comprehensive and diversified training system has been established to provide appropriate learning pathways for employees at different career stages, with a focus on key talent development areas such as digital technology and green sustainability. By integrating flexible course design, flexible learning schedules, and a wide range of professional topics, the Company has built a complete and forward-looking competency development framework.

Education, Training, and Learning Development

To enhance employees’ professional competence and competitiveness, the Company offers a variety of education and training programs, creating a favorable environment for career development and establishing effective competency-based training plans. These programs include onboarding training for new employees, professional skills training, and management development programs for supervisors. In 2025, the Company’s total expenditure on employee education and training amounted to NT$3,439 thousand.

Enhancing Learning Effectiveness

The Company has established a E-learning platform and developed a wide range of e-learning courses, enabling employees to engage in self-directed learning and continuous development anytime and anywhere. In addition, the Company provides professional certification incentives and training subsidies to encourage employees to pursue professional growth and personal development through diversified learning approaches.

Employee Training and Development Plan

To ensure the Company’s long-term development, the Company has been progressively planning and promoting management competency training programs at all levels, with the aim of building a robust and sustainably competitive financial team. The talent development initiatives currently being implemented by the Company are as follows:

Through collaboration with relevant university departments in Taiwan and overseas, the Company has designed a phased training mechanism (summer internship → part-time employment during the academic year → selection for full-time positions after graduation). Under the joint guidance of professional instructors and departmental mentors, the program helps participants acquire an early understanding of market trends, marketing strategies, and communication skills, and proactively develop the professional competence and competitiveness required to enter the futures industry.

This program aims to narrow the gap between academic learning and practical application by providing students with opportunities to gain in-depth exposure to financial practice. Through diversified courses and hands-on arrangements, including instruction by professional lecturers, project-based guidance by employees, and the sharing of practical experience, students are assisted in effectively integrating theory with practice and in building both professional capabilities and employability. Outstanding participants may be offered the opportunity to transition into full-time positions, thereby realizing the outcomes of industry–academia collaboration and achieving seamless alignment between talent cultivation and employment.
In 2025, a total of 29 participants took part in the program, demonstrating the Company’s continued commitment and tangible achievements in talent development and industry–academia cooperation.

This program is designed as a comprehensive training blueprint to cultivate sales professionals from the ground up. Through 100 hours of systematic and professional training courses, it integrates financial expertise, business development and customer relationship management skills, digital marketing strategies, and career development planning. A Mentor Program is incorporated to provide close guidance, enabling new employees, even without prior experience, to quickly adapt through hands-on practice, build professional competence, and pursue high-earning career opportunities.

Participants receive a base salary of NT$40,000 per month for the first six months. In addition, the program features a diversified incentive structure, including performance-based bonuses, periodic sales competitions, and overseas incentive trips. These measures create an attractive and growth-oriented career environment, supporting employees in steadily building performance records and continuously enhancing their professional capabilities.
In 2025, a total of 11 new sales professionals were recruited under this program, marking an important milestone in the continued advancement of the Company’s sales training system and its strategic talent development efforts.

he program focuses on strengthening cross-departmental collaboration and developing the core competencies required for managerial roles. Through diversified learning approaches and hands-on practice, participants gain a comprehensive understanding of the Company’s operations and accumulate practical management experience. The training curriculum covers key managerial competencies, including cross-functional project collaboration, communication and coordination, decision-making and analysis, and team leadership. By means of issue-based reports, project proposals, and practical exercises, the program enhances participants’ adaptability and leadership capabilities in real workplace situations. In addition, close interaction with different departments deepens participants’ understanding of the overall business operations and strengthens their ability to integrate resources and coordinate communication across organizational units.

The Capital Group held the Senior Executive Consensus Camp from May 23 to 24, 2025, inviting senior executives of the Group to participate. External experts were engaged as neutral third parties to facilitate cross-departmental communication and strategic discussions. By applying professional facilitation methodologies, the program helped focus on key issues, improve the efficiency and quality of discussions, and introduce external perspectives that provided constructive recommendations. This approach assisted participants in breaking through existing mindsets, stimulating innovative thinking, enhancing the effectiveness of decision-making, and promoting the concrete implementation of subsequent strategies.

The Company held a Management Consensus Camp on November 8 and 9, 2025, inviting senior executives, middle managers, and high-potential employees to participate. During the event, the Chief Executive Officer of AIWORKS was invited to share the latest global trends in AI applications and practical cases of AI adoption in the financial industry. In addition, Professor Lin Tse from National Taiwan University delivered a keynote speech titled “Organizational and Talent Transformation Driven by AI”, providing in-depth insights into how AI is reshaping corporate organizational structures and talent development strategies.
Through the insightful presentations and professional perspectives of the two speakers, participating managers were guided to reflect deeply on the practical application of AI in the Company’s operations and its potential for building long-term competitive advantages. Numerous forward-looking ideas for AI applications were proposed during the discussions, demonstrating the team’s strong commitment to embracing technological transformation and translating the Company’s vision into concrete actions.

To enhance the convenience and effectiveness of learning, the Company has established an E-learning platform that provides a wide range of courses, including information security, personal data protection, occupational safety and health education, anti-money laundering and counter-terrorism financing, and regulatory compliance training.

In addition, to encourage employees to obtain professional certifications, the Company offers examination incentives and subsidies for certification examination registration fees, supporting employees in acquiring relevant professional certifications based on their job requirements.

To strengthen employees’ professional knowledge and practical application capabilities in sustainability, the Company commissioned the Securities and Futures Institute to conduct two customized sessions of the Sustainable Finance Fundamental Competency Certification Program from June 12 to 17 and September 11 to 16, respectively. A total of 80 employees successfully completed the training and obtained the relevant certifications, demonstrating the Company’s commitment to deepening sustainable finance talent development and actively promoting sustainable finance.

In addition to the fundamental program, the Company also assigned sustainability-dedicated personnel to attend the Advanced Sustainable Finance Program, through which they successfully obtained the Information Disclosure Competency Certification upon completion. By combining both fundamental and advanced programs, employees are equipped with a more comprehensive professional perspective and enhanced practical capabilities in areas such as sustainable development, financial market trends, and ESG information disclosure.

Each department plans and implements its training programs based on specific operational needs. By regularly inviting experts and scholars, the Company provides training that covers key areas such as marketing, financial management, and sustainability-related topics. Departments are also encouraged to organize internal thematic projects and experience-sharing sessions, enabling employees to stay abreast of market trends while fostering opportunities for team learning and collective growth.<br>At the same time, employees are encouraged to participate in external training programs, such as courses offered by the Taiwan Academy of Banking and Finance and other professional institutions, in order to further enhance their financial expertise and professional skills.

The Company has collaborated with the Alpha Team of the College of Design and Innovation at National Taiwan University for the fourth consecutive year to conduct design thinking workshops. In the initial stage, the program adopted an “internal seed coach training model”, focusing on cultivating key internal talents with design thinking capabilities. Subsequently, the program has gradually evolved into a series of theme-based workshops, covering topics such as “potential channel development” and “trading diagnostics,” thereby integrating innovative methodologies into actual business and operational scenarios.
Through a progressive approach that moves from training to practice and from methodology to application, the program not only continues to strengthen the development of core and innovative talents, but also effectively stimulates employees’ creative thinking and problem-solving abilities. This further enhances the Company’s innovative competitiveness, promotes the implementation and deepening of an internal culture of innovation, and lays a solid foundation for the Company’s long-term sustainable development.