Yuanta Securities Launches Regional Headquarters-Linked Financial Product PB Training Program

Yuanta Securities is strengthening its competitiveness in wealth management (WM) services and enhancing its financial product full-sale capabilities through systematic professional training programs centered around major regional hubs nationwide.

Yuanta Securities.

On April 23, Yuanta Securities announced that it will hold the second round of the “2026 Regional Headquarters-Linked Financial Product PB Training Program.” The “Wealth Management (WM) CLUB” completed four sessions through last year, with more than 180 private bankers (PBs) participating in the specialized WM training curriculum. The structured education program has contributed to improving the professionalism of financial product sales personnel and strengthening their sales competitiveness.

This training is being conducted under the supervision of the Product Strategy Division, in collaboration with the Global Asset Allocation and Investment Consulting Division, Financial Consumer Protection Division, and the Research Center.

Beginning with the first round held in March at the Busan International Finance Center (BIFC), the program will continue today with the second round in Daejeon, and in August the third round will be held in Seoul, covering key regional hubs. Approximately 70 selected PBs will participate in three days of offline intensive training in each session, acquiring specialized knowledge of financial products.

The curriculum encompasses a broad range of topics, from the understanding and in-depth analysis of major financial products such as funds, wrap accounts, and trusts, to analysis of domestic and international market outlooks and investment strategies, as well as ETF investment methods and a review of the full-sale process for financial products.

A Yuanta Securities official stated, “We will continue to actively support PBs at the frontlines so that they can provide highly reliable consultations based on their expertise,” adding, “We will do our utmost to establish a responsible financial product sales culture by prioritizing the principle of full-sale above all else.”

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