WEALTH PLANNING STANDARD BOARD CHINA
Established in May 2024, the VVPSB China Center is composed of multiple financial expert committee members. Its core objective is to carry out work in mainland China. The Center is dedicated to introducing international wealth succession standards and infusing advanced concepts into the local financial industry. At the same time, the WPSB China Center has built a robust financial talent development system that supplies the industry with highly competent and skilled professionals. The Center focuses on providing wealth succession planning certification services for financial institutions in mainland China, effectively prorating the growth of local financial talent and playing a significant role in advancing the standardization and professionalism of China's wealth succession and planning sector.
WPSB aims to establish a comprehensive set of gold-standard benchmarks for wealth planning. Through the promotion of its wealth succession professional certification system, it is positioning credentials such as the Qualified Estate and Succession Planner (QEPP) and the Certified Insurance Trust Planner (CITP/SITP) as benchmarks for advanced wealth planning.
WPSBCN Program
Health Management
| Health Management Planner | The Health Management Planner (HMP) certification program is designed to cultivate elite professionals who possess deep insights into DRG principles, are familiar with the prevention and treatment of common diseases among various client groups, and excel in designing and delivering value-based health insurance solutions. It empowers insurance practitioners to precisely grasp the direction of industry transformation under the new DRG policy, providing clients with higher-quality and more accurate health protection services, thereby achieving simultaneous upgrades for both individuals and the industry. |
Wealth Management
| (CWMP) Certified Wealth Management Planner | The Certified Wealth Management Planner (CWMP) is a comprehensive professional certification jointly launched by the WPSB China Center and other authorities, recognized as a practice-oriented credential in wealth management. Its curriculum covers five modules including macroeconomics, asset allocation, high-net-worth client marketing, and legal & tax services, aiming to cultivate versatile financial talents with solid theory and sales capabilities. |
| (CITP/SITP) Certified Insurance Trust Planner/ Senior Insurance Trust Planner | The Certified Insurance Trust Planner (CITP/SITP) is a premier professional certification offered by the Wealth Planning Standards Board (WPSB), regarded as an authoritative credential in the field of wealth succession. This program integrates law, trust, and insurance practices to systematically equip planners with core skills in insurance trust structuring, succession planning, and high-net-worth client services. The CITP/SITP designation is widely recognized and trusted by banks, insurance companies, and family offices. |
| (PDP) Personal-income-tax Declaration Planner | The Personal Income Tax Declaration Planner (PDP) is an authoritative professional certification issued by the WPSB China Center, recognized as a practical credential in tax planning and pension marketing. This program systematically cultivates agents’ core competencies in tax policies, personal pension schemes, and insurance marketing practices, enabling them to provide professional retirement planning solutions through tax optimization. The PDP credential is highly trusted by leading insurance companies in China and serves as a key tool for client acquisition and professional branding. |
| (FGP) Family Guarantee Planner | The Family Guarantee Planner (FGP) is an authoritative professional certification issued by the Wealth Planning Standards Board (WPSB) China Center, recognized as a practice-oriented credential for insurance agents seeking professional transformation. Centered on “policy review” as its core engine, this program systematically cultivates experts’ capabilities in client engagement, coverage diagnosis, report interpretation, and long-term relationship management, empowering them to transition from salespersons into trusted family guarantee planners. The FGP certification is highly recognized by leading insurance companies in China and serves as a key tool for agents to build professional trust, achieve sustained client acquisition, and break through career bottlenecks. |
Retiring Planning
| (PPFP) Professional Pension Financial Planner | The Professional Pension Financial Planner (PPFP) aims to develop professionals with a systematic knowledge system in pension finance, enabling them to master the full life-cycle pension planning methodology. Participants will be able to formulate personalized pension financial solutions for different client segments, helping clients achieve risk protection, asset appreciation, and quality retirement goals. |
Wealth Succession
| (QEPP®）Qualified Estate Planning Practitioner | The Qualified Estate Planning Practitioner (QEPP) is a prestigious global professional certification recognized as a gold standard credential in the wealth planning and estate planning industry. The QEPP designation equips practitioners with core professional competencies, strategic frameworks and technical expertise to deliver holistic and integrated wealth solutions, including estate planning, asset structuring, succession planning and intergenerational wealth transfer. The QEPP credential is widely recognized across Asia, including Singapore, Hong Kong and China, and is trusted by financial institutions, insurance companies, family offices and wealth management professionals. |
Family Office
| (QFOA) Qualified Family Office Adviser | The Qualified Family Office Adviser (QFOA) is a globally recognized, premium professional certification jointly awarded by the Wealth Planning Standard Board (WPSB) Singapore and the Institute of Financial Planners of Hong Kong (IFPHK). QFOA is recognized as a gold standard credential in the family office industry, designed to cultivate elite professionals specializing in family office structuring, governance, and wealth ecosystem design. |
Customized Projects
(Xinhua Exclusive)
| (CWP) Certified Wealth Planner | The Certified Wealth Planner (CWP) certification program is a customized training and accreditation initiative jointly launched by the WPSB China Center and partner institutions. Its primary audience includes outstanding sales professionals from banking, insurance, securities, third-party wealth management, and related industries. The program aims to cultivate professionals with comprehensive theoretical foundations and practical sales capabilities in high-net-worth family financial planning. The training content spans from professional theory to sales practice, balancing both expertise and practicality. |
| (CLP) Certified Life Planner | The Certified Life Planner Program (CLP) is designed to help insurance agents initiate in-depth conversations with mid-to-high-net-worth clients through standardized course training and examination certification. The program provides specialized courses covering in-depth life insurance product knowledge, market trend analysis, and customer psychology insights, enabling agents to fully grasp the essence of the life insurance industry, enhance their ability to solve complex problems, and strengthen their competitiveness in the high-end market. |
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