EP25 為什麼金融消費爭議一再發生？從 BOT 工程風險管理看金融服務的盲點－包喬凡律師

from CFP®俱樂部-理財顧問的交流空間 · host 臺灣理財顧問認證協會

多數金融消費爭議，並不是單一個案疏失，而是由商品設計、風險說明、市場結構與消費者認知共同形塑的結果。爭議往往不在簽約當下爆發，而是在實際虧損、流動性受限或理賠受阻時，消費者才真正理解商品風險，但此時法律責任早已定型。本集《CFP®俱樂部》邀請包喬凡律師，從長期處理 BOT 工程專案與大型合約的風險管理經驗出發，對照金融服務現場，深入解析金融爭議最核心的成因、法院與評議單位的責任判斷邏輯，以及 CFP®在實務中如何透過制度與溝通設計，實質降低爭議風險。在本集節目中你會聽到—— ✅ 為什麼金融消費爭議具有「高度延遲性」？ ✅ 結構複雜、風險抽象的商品，問題到底出在哪？ ✅ 工程專案如何事前分配風險，避免事後失控？ ✅ 法院如何判斷理財顧問是否真的「說清楚」？ ✅ CFP®可從哪些關鍵調整，降低金融消費爭議？ -- Hosting provided by SoundOn

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EP25 為什麼金融消費爭議一再發生？從 BOT 工程風險管理看金融服務的盲點－包喬凡律師

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This episode was published on February 9, 2026.

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