Program aims:

• To help university students establish positive financial management concepts;
• Understand the importance of financial planning to the growth of life and
• Gain valuable internship opportunities before work and participate in today commercial world.

Program Contents:

• Attend Licensing Courses of IIQE Paper I and III (including courses and examinations)
• Introduce insurance and financial service industry
• Go through the whole cycle of finical planning with cases sharing
• Study financial needs analysis and advices on wealth management
• Sharing real-life work experience and critical success factors by experienced senior mentors
• Enhance communication, interpersonal skills and professional image though interactive training and
• Comprehensive training programs including classroom training, workshops, experiential activities, practical exercises.

Program benefits:

• Learn basic financial planning knowledge and work
• Understand the business community functioning to prepare for future career development
• Priority admission to various extend development programs and company events and
• Certificate and reference letter will be awarded.

Program Requirements:

• University Student in Hong Kong will be graduated in 2018 or 2019 is a preference
• Interested in Wealth Management and Financial Planning
• Good communication and interpersonal skills with analytical mind and
• Proficiency in Cantonese & English, good in Putonghua.

(The personal data provided will be used for consideration of recruitment only. All personal data of unsuccessful candidates will be destroyed within 6 months)