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退休规划师

Name: 退休规划师
Author: IMM International

Published by: IMM International

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Description

世界华人保险教育训练机构(Worldwide Chinese Insurance Training Institute,简称WCIT华保教育)是保险行销集团于2012年在香港注册成立的保险培训机构,致力于提升金融保险从业人员的专业素养,形象与社会地位
ChRP(Chartered Retirement Planner)认证退休规划师是隶属于华保教育(WCIT)的认证之一,此认证主要提升保险从业人员为客户[提供优质退休规划,成就圆满人生]
功能说明:
1幸福养老333图像式说明使退休生活视觉化,让客户更能体现退休生活景象
2计算工具清楚概算出退休准备的差额,当下要有多少准备,付费能力及投资理财属性等
注意事项及提醒:
ChRP APP是认证退休规划师专属的规划工具,因会涉及客户个人的财务讯息,退休规划师必须秉持职业操守,仅作为退休规划需求财务分析使用,不得向无关的第三者或机构披露客户的财务讯息,若有泄露之情事,仅为退休规划师个人之行为, 本机构仅提供此工具,不负任何法律责任.

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