The business plan is to establish a company organization in providing financial education training service to aged people to assist them in preparing their retirement (for pre-retired group), or improve the quality of the retirement life (for retired group).

The main business scope is to develop a series of training courses with subjects from basic financial management concepts to advance topics, and introduce consultancy services (basic and premium) to customer. Besides that, regular forum and premium forum will be applied to as a tool to communicate with target audience.

A SWOT analysis has been conducted to identify the macro and micro environment opportunities and constraints then. Base on the findings, a market research by performing 3-step screening process is carried with 3 parameters: demographic, education level, and geographic. The result shows that the pre-aged (55~64) group lives in Taipei city and New Taipei City is the most potential target market segment.

Following the outcome of market research, a marketing mix in responding to the characteristics of the potential market is planned accordingly. Among items within the marketing mix, strategic alliances formed with financial institutes, mass medium, and other financial knowledge training centers are prioritized to be higher rankings due to the effectiveness and efficiency of resource leverage.

A sensitivity analysis of financial plan by setting up three models of scenarios (pessimistic, expected, and optimistic) is performed next to determine the feasibility study of the financial outcome and break-even periods.

To conclude the business plan, four requirements need to be achieved to reach the success:
 More outside fund need to be introduced at start-up
 Pay-off time of investments need to be shortened
 Operation cost need to be minimized
 Differentiation of services need to be created

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