Building Financial Clarity Through Strategic Planning
Our programs help professionals understand modern financial landscapes. We work with individuals and small business owners across Taiwan who want practical tools for long-term planning.
What Makes Financial Planning Work
Most people struggle with money decisions because they lack a framework. We teach frameworks that adapt to changing circumstances.
Real Scenarios, Not Theory
Our curriculum uses case studies from Taiwanese businesses and households. You'll work through actual budgeting challenges, investment decisions, and risk assessments that mirror what you'll face outside the classroom.
Flexible Learning Formats
Evening sessions and weekend workshops fit around your schedule. Programs run from September 2025 through March 2026.
Small Group Focus
Maximum 12 participants per cohort. This allows for personalized feedback on your planning exercises.
Practical Tool Development
You'll build your own financial models using spreadsheets and planning templates. By the end, you'll have systems you can actually use.
We focus on sustainable habits rather than quick fixes. Financial planning is a skill that improves with practice.
How Our Programs Develop Your Skills
Learning financial planning takes time. We structure our courses to build foundational knowledge first, then layer in complexity as you progress.
Foundation Phase
First four weeks cover budgeting fundamentals, cash flow analysis, and basic financial statements. You'll learn to read balance sheets and identify where money actually goes in a business or household.
We spend significant time on expense categorization because most planning failures happen here. Getting this right makes everything else easier.
Strategic Development
Mid-program focuses on goal setting and resource allocation. You'll create multi-year financial projections and learn scenario planning techniques.
This phase introduces risk management concepts and helps you build contingency plans. Real-world planning always accounts for uncertainty.
What Participants Tell Us
People join our programs from different backgrounds. Here's what a couple of recent graduates said about their experience.
Aldric Bergström
Small Business OwnerI needed better systems for tracking business expenses. The program helped me set up monthly reviews that actually catch problems early. My accountant noticed the improvement immediately.
Saoirse Callahan
Career ProfessionalThe scenario planning exercises changed how I think about savings. I now have clear targets for different life goals instead of one vague emergency fund. It feels more manageable.
Ready to Improve Your Financial Planning Skills?
Our next cohort begins in September 2025. We'll open registration in June. Programs typically fill within three weeks, so getting on our contact list makes sense if you're interested.
Feel free to reach out with questions about curriculum, scheduling, or whether a specific program fits your situation.
Contact Information
No. 363, Section 2, Zhongshan Rd
Banqiao District, New Taipei City
Taiwan 220
+886 928 692 799
info@voltis-shineup.com