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’s 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
• 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
• Certificate and reference letter will be awarded

Program Requirements:

• Final Year University Student will be graduated in 2024/2025 is a preference
• Interested in Wealth Management and Financial Planning
• Mature, self-motivated and independent
• Good communication and interpersonal skills with analytical mind
• Proficiency in Cantonese & English, good in Putonghua
• IANG holders are also welcome