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Alice Investment Strategy Instructor Financial Literacy Specialist

Finance & Portfolio Design
12Investment and Finance Sessions Completed

Introduction

Speaks
EnglishB1 Intermediate
ChineseNative
❤️ Student Success Stories ❤️ ㊗️ Export Order Management One student used Excel to optimize shipping schedules, improving efficiency, saving time and costs, and responding to client inquiries more quickly. ㊗️ Executive Assistant Project Coordination With Excel, a student efficiently arranged schedules, enhancing team collaboration and productivity. ㊗️ Mid-to-Senior Learners New to Computers Starting from scratch, the student learned to operate a computer independently and now enjoys the convenience of digital life. ㊗️ HR Payroll and Attendance Management A student mastered Excel to accurately calculate payroll and manage attendance, significantly improving work efficiency. 🌟 With experience in project management for financial platforms, I teach Excel to adult learners using clear explanations and hands-on steps that make it easy to get started. 🌟 Many students have excelled in their workplaces, saving valuable time and dramatically boosting productivity. 🌟 I specialize in teaching Excel functions, data analysis, and pivot tables—helping learners quickly master these skills and enhance their professional competitiveness. 🌟 Each course is tailored to the student’s level and goals, ensuring personalized learning and optimal progress. 🌟 My lessons include guidance and real-time feedback to help students adjust their learning strategies and achieve their goals effectively. 1. 💰 Introduction to Investment & Financial Planning For beginners, mastering the fundamentals of investment and financial planning is essential. This course is designed for learners with zero background, helping you build a solid foundation step by step. 💡Course Content - Basic financial concepts and terminology - Introduction to investment tools (stocks, bonds, mutual funds, etc.) - Setting financial goals and managing budgets - Basic risk management techniques 💡Course Features - Clear & Accessible: Complex financial concepts explained in simple terms by experienced instructors - Highly Practical: Hands-on guidance to help you get started quickly - Interactive Learning: Case studies and real-world exercises to deepen understanding and application 2. 📊 Asset Allocation Strategies Once you’ve grasped the basics of investing, the next challenge is how to allocate assets effectively to achieve your financial goals. This course teaches you how to develop scientific asset allocation strategies for optimal investment outcomes. 💡Course Content - Principles and strategies of asset allocation - Characteristics and risks of different asset classes - How to allocate based on risk tolerance - Common asset allocation models and case analysis 💡Course Features - Expert Guidance: Taught by certified financial professionals - Customized Plans: Personalized asset allocation advice based on your needs - Real-World Practice: Case studies and simulations to help you build and adjust your strategy 🐶 Join the trial lesson and start your learning journey! 🐶 ❓What happens in a trial lesson? ➡️ We’ll plan your personalized learning path together ➡️ I’ll conduct a detailed level assessment ➡️ We’ll solve one real learning challenge ➡️ You’ll gain valuable learning strategies—no more wasted time! ❗️Class Guidelines ↘️ Please bring a notebook and pen to jot down useful phrases ↘️ Make sure your device and internet connection are working before class starts ↘️ If you need to cancel, please do so at least 12 hours in advance. If less than 12 hours remain, kindly notify me via Line or the AT chatroom!
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Class videos can be downloaded
Videos from one-on-one courses can be downloaded within one year after the course ends, greatly enhancing your learning experience!
( This bonus only available for students who enable the class recording function)

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Performance History

Resume

Experiences

  • 2022 - 2023 星展銀行
  • 2021 - 2023 元富證券
  • 2023 till now 私人家教

Educations

  • 2010 - 2014 國立勤益科技大學 電子工程系 Certificate Uploaded

Certifications

  • Java SE6 Programmer Certificate Uploaded

  • 證券商業務人員合格證明 Certificate Uploaded

  • 人身保險業務員合格證書 Certificate Uploaded

  • 信託業務專業測驗合格證明書 Certificate Uploaded

  • 投信投顧相關法規專業科目測驗合格證明 Certificate Uploaded

  • 衍生性金融商品銷售人員資格測驗合格證明書 Certificate Uploaded

  • 人身保險業務員銷售外幣收付投資型保險商品合格證書 Certificate Uploaded

  • 投資型保險商品概要、金融體系概述測驗成績合格證明 Certificate Uploaded

  • 期貨商業務員專業科目測驗成績合格證明 Certificate Uploaded

  • 銀行內部控制與內部稽核測驗合格證明書 Certificate Uploaded

  • 證券商高級業務人員專業科目測驗成績合格證明 Certificate Uploaded

  • 金融科技力知識檢定測驗 Certificate Uploaded

Experiences
  • 2022 - 2023 星展銀行
  • 2021 - 2023 元富證券
  • 2023 till now 私人家教
Educations
  • 2010 - 2014

    國立勤益科技大學

    電子工程系 Certificate Uploaded

Certifications
  • Java SE6 Programmer Certificate Uploaded

  • 證券商業務人員合格證明 Certificate Uploaded

  • 人身保險業務員合格證書 Certificate Uploaded

  • 信託業務專業測驗合格證明書 Certificate Uploaded

  • 投信投顧相關法規專業科目測驗合格證明 Certificate Uploaded

  • 衍生性金融商品銷售人員資格測驗合格證明書 Certificate Uploaded

  • 人身保險業務員銷售外幣收付投資型保險商品合格證書 Certificate Uploaded

  • 投資型保險商品概要、金融體系概述測驗成績合格證明 Certificate Uploaded

  • 期貨商業務員專業科目測驗成績合格證明 Certificate Uploaded

  • 銀行內部控制與內部稽核測驗合格證明書 Certificate Uploaded

  • 證券商高級業務人員專業科目測驗成績合格證明 Certificate Uploaded

  • 金融科技力知識檢定測驗 Certificate Uploaded

FAQ

How to book

  • After buying courses, you can book them according to the teacher’s schedule.
  • If “Instant Tutoring” shows on the teacher’s profile, you can book the lesson 30 minutes after the current time.
  • If the teacher is not online, the next available class cannot be booked until 24 hours afterward.

Lesson duration

  • The duration of a trial session is 25 minutes.
  • The duration of a private session is 50 minutes.
  • If you purchase more than 5 sessions, you will receive a discount (according to the price the teacher set).

Instructions

  • Enter the website 10 minutes before the class starts. Click “My Lessons” to find your class, click “Go to class”, and then you will be in the classroom on ZOOM!
  • You can use ZOOM for classes both on your phone and computer. Please download ZOOM in advance if you choose to use your phone for the class.

Refund policy

  • Please click “Report Issue” if you encountered any problems, and the teacher will determine either reschedule or refund afterward.
  • If the teacher doesn’t respond the issue, we will provide a full refund as AT credits for you.
How to book
  • After buying courses, you can book them according to the teacher’s schedule.
  • If “Instant Tutoring” shows on the teacher’s profile, you can book the lesson 30 minutes after the current time.
  • If the teacher is not online, the next available class cannot be booked until 24 hours afterward.
Lesson duration
  • The duration of a trial session is 25 minutes.
  • The duration of a private session is 50 minutes.
  • If you purchase more than 5 sessions, you will receive a discount (according to the price the teacher set).
Instructions
  • Enter the website 10 minutes before the class starts. Click “My Lessons” to find your class, click “Go to class”, and then you will be in the classroom on ZOOM!
  • You can use ZOOM for classes both on your phone and computer. Please download ZOOM in advance if you choose to use your phone for the class.
Refund policy
  • Please click “Report Issue” if you encountered any problems, and the teacher will determine either reschedule or refund afterward.
  • If the teacher doesn’t respond the issue, we will provide a full refund as AT credits for you.

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