Education: Bachelor's Program, Department of Economics, National Dong Hwa University

Current Position: Master's Student, Department of Economics, National Central University

In my opinion, for entry-level financial certification exams such as Trust Business Personnel, Securities Specialist, and Senior Securities Specialist, it is not advisable to stretch the preparation period out for too long. Instead, it is more effective to make good use of short-term memory and keep the preparation period within two to three weeks.

My preparation method was relatively economical. I did not purchase any books and only used question-bank apps on my phone. For easier certification exams, I would compress my preparation into two weeks:

Week 1: Practice for approximately 2~3 hours per day

Week 2: Practice for approximately 6 hours per day

For key exam points that are difficult to remember and frequently tested, such as the penalty periods for insider trading and the attendance and approval thresholds for shareholders' meetings, I would take screenshots and save them, then repeatedly review them on the day of the exam to reinforce my memory.

Tips:

📖 Advantages of purchasing books: It is said that almost all questions on the written exams come from the question banks included in the books. Therefore, if you thoroughly master the question bank in the book, you will have seen nearly all of the questions when you take the written exam.

💻 Features of computer-based exams: Compared with written exams, computer-based exams usually include newer questions related to current events. However, based on my experience, there are only around 5 such questions, so their overall impact is limited. In addition, most numerical calculation questions do not change the numbers. Therefore, if your goal is simply to pass the exam, for overly complicated calculation questions you can choose to memorize only the numerical result. However, be sure not to memorize the answer choice itself, because the A, B, C, and D options may be rearranged.