1, high industry recognition.
FPP pension planners need to pass a series of rigorous examinations and trainings to obtain this certificate. These examinations and trainings cover all kinds of knowledge and skills in pension financial products, tax planning, risk management, etc., so that the holders have comprehensive pension planning ability and professionalism.
In the market, the holder of this certificate is usually regarded as one of the excellent salespeople in the industry, and his planning and consulting services are widely recognized.
2. High returns and low risks.
Pension is a topic that everyone is very concerned about. With the aging of the population, the pension market is becoming more and more important. FPP pension planners have high professional knowledge and skills, and can recommend the most suitable pension financial products when providing pension planning services to customers, so that customers can realize high-yield and low-risk investment.
Brief introduction of fpp pension planner and content of FPP certification course;
1, introduction of fpp pension planner.
The FPP(Family Pension Planner) is jointly sponsored by the Institute of Global Asset Allocation Specialists (iGAAS Association) and the Greater Institute of Financial Professionals (GIFP Association).
It is also included in the National Professional Financial Talents Training Project (PFT Project), which is aimed at the professional level appraisal of people engaged in pension planning.
At present, the FPP certificate is applicable to "one test and two certificates". After passing the FPP examination, you can get not only the Chinese and English certificates issued by the GIFP and iGAAS Association, but also the PFT certificate issued by the National Financial and Economic Professional Training Project.
2. FPP certification course content.
FPP certification puts forward comprehensive professional knowledge and practical skills requirements for pension planning practitioners, and comprehensive and systematic knowledge and ability requirements for pension planning. The knowledge modules covered by FPP certification include the following:
The first part: the analysis of the old-age care industry under the aging trend; The second part: the whole process analysis of pension planning solution; The third part: analysis of pension allocation tools; The fourth part: Analysis of the practical operation of pension planning.