1. Find and attend an approved training course for elderly planners: Find an approved training course for elderly planners through the Internet, educational institutions or professional associations. These courses will provide basic knowledge, strategies and tools for old-age planning, and help you build a knowledge base.
2. Accumulate working experience in the field of pension planning: In addition to theoretical knowledge, practical experience is also an important factor to become a qualified pension planner. You can accumulate relevant work experience in the field of pension planning through internship, work or volunteer, which is helpful to better understand and apply what you have learned.
3. Obtain relevant professional certifications: In the field of pension planning, there are some professional certifications that can prove your professional ability and knowledge level. For example, the National Investment Consultant Registration Examination (CIA) or the International Financial Planner Examination (CFP). These exams include the content of pension planning. By obtaining relevant certification, you can increase your professional recognition in the field of pension planning.