| Section | Weight | Introduction |
|---|
| Financial FoundationEnvironment & Trends for Pensin Planning | 20% | This part focuses on and interprets the current macro environment and trends of elderly care. The main content includes analysis of the situation of the elderly care industry and its market trend, three major issues on elderly care, keeping up with hot policies and regulations in the pension industry, and decoding in detail the prevailing local pension system, etc. |
| Solution to Pension Planning | 30% | This part systematically and in-depth analyze and interpret the pension planning solutions, and establishes a structured pension planning solution thinking for candidates, including the basic principles and process of pension planning and retirement goals, and supply & demand, pension demand calculation, and pension gap analysis and it solutions, etc. |
| Allocation Tools of Pension Planning | 30% | This part systematically focuses on and interpretes pension allocation tools, including business model and service analysis of pension industry, social pension insurance, supplementary pension security system, as well as other retirement and pension plans. |
| Practical case study of Pension Planning | 20% | This part focuses on classic cases and practical application in pension planning. In this session, candidate should learn to write a high-quality pension plan; commercial pension insurance allocation solutions, pension planning practical case exercises and other modules. Candidates should build a knowledge and ability framework for the practical application. |
