From December 6th to 7th, CPIC Life Insurance, a subsidiary of CPIC, held the first phase of pension planner certification training. With the academic support of Shanghai University of Finance and Economics, 90 China Pacific Life Insurance Executives from all over the country participated in the training and passed the professional assessment, and obtained the professional certification of "Pension Planner", laying a professional foundation for helping customers formulate all-round risk protection and service plans, and further helping the company's "Pension Core Proposition" integration of production and service.
CPIC Life has created a "five-year four-certificate" professional competency certification system in the transformation of the team, that is, to create a five-year professional training and vocational certification plan for insurers, including "health manager", "pension planner", "financial and tax planner" and "inheritance planner", to help the marketing team open the road of professional, professional and digital growth. This pension planner certification training is the second step in promoting the construction of the professional competence system after CPIC Life Insurance and Shanghai Ruijin Hospital jointly organized the training and certification of health managers.
It is reported that the pension planner certification program is an exclusive certification training program customized based on the professional, professional and digital development demands of the CPIC life insurance marketing team. The program is jointly founded by Shanghai University of Finance and Economics and Frankfurt University of Finance and Economics in Germany, including 40 online courses, 2 offline courses and professional certification assessments, aiming to help students understand the underlying logic of aging and the top-level design of the pension system, deeply understand the psychological and care needs of the elderly, master the use of insurance tools to build a comprehensive plan for pension risk transfer for customers, and finally obtain the professional qualification certification of "professional pension planner". The lecturer group is composed of professors from Shanghai University of Finance and Economics, Shanghai Jiao Tong University, Nankai University and other "double first-class" universities, as well as North American actuaries and registered international financial planners, to help insurers improve their one-to-one demand sales capabilities and deepen the integrated pension and service program of "wealth, livability, elegance and care" of CPIC Life Insurance.
Subsequently, CPIC Life will continue to empower high-quality talents through the "Five Years and Four Certificates" professional competence certification system, cooperate with Shanghai Ruijin Hospital to train health managers, rely on the academic support of Shanghai University of Finance and Economics to train pension planners, and further link professional accounting firms and law firms to customize the certification and training program for financial and tax planners and inheritance planners, improve the professional ability of the team, and further implement the CPIC service concept of "responsibility, wisdom and temperature".