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China Pacific Insurance holds the first retirement planner certification training

China Pacific Insurance holds the first retirement planner certification training


From December 6th to 7th, China Pacific Life Insurance Company, a subsidiary of China Pacific Insurance Company, held the first retirement planner certification training. With the academic support of Shanghai University of Finance and Economics, 90 CPIC Life insurance agents from across the country participated in the training and passed professional assessments, and obtained the “Retirement Planner” professional certification, laying a professional foundation for helping customers develop comprehensive risk protection and service plans. , further assisting the implementation of the company’s “senior care core proposition” integration of production and services.

In the process of team transformation, China Pacific Life Insurance has created a “Four Certificates in Five Years” professional competency certification system, which includes “Health Manager”, “Retirement Planner”, “Finance and Taxation Planner” and “Inheritance Planner” for insurance agents. The five-year professional training and professional certification plan within the company helps the marketing team embark on a path of professional, professional and digital growth. This pension planner certification training is the second step for China Pacific Life Insurance to promote the construction of a professional competency system after joining hands with Shanghai Ruijin Hospital to organize health manager training and certification.

  It is reported that the retirement planner certification program is an exclusive certification training program customized based on the professional, professional and digital development demands of China Pacific Life Insurance’s marketing team. The project is created by the Shanghai International Banking and Finance Institute, co-founded by Shanghai University of Finance and Economics and the Frankfurt University of Finance and Economics in Germany. It includes 40 online courses, 2 offline courses and professional certification assessments, aiming to help students understand the underlying logic of aging and retirement care. The top-level design of the system, a deep understanding of the psychology and care needs of the elderly, the mastery of using insurance tools to build a comprehensive plan for the transfer of pension risks for customers, and finally obtained the professional qualification certification of “Professional Pension Planner”.The lecturer team is composed of professors from “double first-class” universities such as Shanghai University of Finance and Economics, Shanghai Jiao Tong University, and Nankai University, as well as North American actuaries and certified international financial planners. It helps insurance agents improve their one-on-one demand sales capabilities and deepen China’s CPIC Life’s integrated elderly care, labor and services solution of “wealth, livability, elegance and care”.

In the future, China Pacific Insurance will continue to empower high-quality talents through the “Four Certificates in Five Years” professional competency certification system, work with Shanghai Ruijin Hospital to train health managers, rely on the academic support of Shanghai University of Finance and Economics to train retirement planners, and further link up with professional accountants Firms and law firms have customized certification and training programs for fiscal and tax planners and inheritance planners to enhance the professional capabilities of their teams and further implement CPIC’s service concept of “responsibility, wisdom, and warmth”.



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