Internship 

• Analyze clients’ financial statuses.

• Examine and suggest financial opportunities.

• Develop sound plans and budgets for clients.

• Customize financial plans according to clients’ changing needs.

• Help clients implement their plans and carry out transactions.

• Present and sell suitable financial products and services.

• Find and approach prospective clients.

• Build strong relationships to retain existing clients.

• Maintain updated knowledge of regulations, practices and financial products.

You will be learning & growing non-stop with us on the following skills: 

1. Basic of Financial Planning

2. Income Protection Planning

3. Medical/Healthcare Planning

4. Debt Cancellation Planning

5. Saving & investment Planning

6. Children’s Education Planning

7. Retirement Income Planning

8. Estate Planning with Will & Trust

9. Amazing Sales Cycle & Presentation

10. Recruitment For Future Success

11. Empowering Property Investment Strategies

12. Mutual Fund Investment/Mortgage Loan

13. Business Succession

14. Key-Man Insurance

15. Buy-Sell Agreement

16. Liability Cancellation Planning