特許壽險營業經理 (Chartered Insurance Agency Manager, CIAM)
美國壽險行銷研究協會營業管理專業課程認證導師（Life Insurance Market and Research Association International, LIMRA International, Agency Management Training Course, Certified Moderator, AMTC, CM)
美國壽險行銷研究協會銷售管理研討會認證導師 (Life Insurance Market and Research Assocation International, LIMRA International, Field Management Seminar, Certified Moderator, FMS, CM)
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