The International Qualification Certification and Financial Vocational Training Center of the School of Insurance of the Central University of Finance and Economics consists of ten expert groups: bond financing, foreign exchange financing, securities financing, fund financing, career, real estate economy, pension and annuity, taxation and inheritance, product research and development, and personal financing. Relying on the expert group, we will carry out financial insurance financing training and vocational qualification certification practice education. The International Qualification Certification and Financial Vocational Training Center of the School of Insurance of the Central University of Finance and Economics has professional, forward-looking and pragmatic curriculum development ability and training level, and is geared to different levels of training and education, such as promotion of senior managers and advanced training of middle and senior managers.
The environment and background of insurance financial planner IFP
Insurance financial planner: To provide comprehensive financial analysis and financial advice to insurance customers from the aspects of asset planning and risk management by using new financial consultant marketing methods and personal financial management tools. Insurance planner marks the role of insurance agent centered on selling insurance products in the traditional sense, and will change to a comprehensive financial consultant centered on customer needs. As a personal financial service, insurance planning and personal finance are more common and popular overseas. Mainly according to the customer's asset status and risk preference, we provide financial advice in a standardized mode to find the most suitable financial management method and the best risk control and avoidance for customers, including savings plan, insurance plan, property purchase plan, financial investment plan, annuity plan, tax plan, life time value and so on. To ensure the preservation and appreciation of its assets.
It is understood that at present, in China's insurance market, it is the main way of insurance marketing for insurance agents whose main source of income is commission to promote insurance products. The misleading behavior of some life insurance agents mainly reflects the lack of financial knowledge and unprofessional insurance planning. It is also one of the main problems in the insurance market. Therefore, in order to attract more high-end customers and provide them with continuous quality services, insurance companies need and urgently need to set up and continuously strengthen their own insurance financial planners.
In view of the current insurance market situation, the Insurance Department of the Central University of Finance and Economics drew lessons from the international CFP professional teaching standards, formulated and launched a training plan for insurance financial planners in line with China's national conditions, and obtained the certification of the International Financial Standards Certification Association. Through the study, students will be proficient in financial consultant marketing, which will greatly promote and transform the professional sales and services of insurance products. The qualification certification and training of insurance financial planners in Central University of Finance and Economics is the first professional financial planner qualification certification in the national insurance industry.
Training target:
Employees engaged in insurance wealth management business in financial and insurance institutions, including middle and senior managers, business directors, business managers, business executives, business elites, group training, full-time and part-time lecturers and other related financial employees, require college degree or above and more than 2 years of work experience.
Beijing class location:
Central University of Finance and Economics (No.39 Xueyuan South Road, Haidian District, Beijing).
Training places in provinces and cities:
According to the internal requirements of the company.
Courses:
IFP Course 10 1- Fundamentals of Financial Planning
IFP Course 102- Financial Asset Planning (Investment Planning)
IFP Course 103- Risk Management and Insurance Planning
IFP Course 104- Tax Planning and Property (Heritage) Management
IFP Course 105- Employee Benefits and Retirement Plan
IFP Course 106- Advanced Financial Planning Procedure
IFP examination -IFP insurance financial planner qualification examination, financial report and defense
Lecturer: Senior expert professor of Central University of Finance and Economics.
Qualification: After passing the examination and thesis defense, the Insurance Department of Central University of Finance and Economics awarded the qualification certificate of "Insurance Financial Planner".
Specialized internal training course customization: tailored to meet the internal qualification certification and training needs of various financial institutions.
Training fee: 16800 yuan/person.