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Financial Planner Trainee Program
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Interested in becoming a professional Financial Planner but concern about long term commitment?

We now offer you a golden opportunity to explore
both the industry and career in 2 months.

This 2-month intensive training program allows you to experience the working life as a professional Financial Planner in the leading financial services organization. At the same time, you can earn practical financial planning skills that pave your way to professional designations like Certified Financial Planner (CFP CM), Registered Financial Planner (HKRFP/ RFP), Chartered Financial Planner (ChFP), Chartered Financial Practitioner (FChFP), Registered Financial Consultant (RFC), plus a training allowance of up to HK$20,000. After all, you can better plan for yourself and your family. By the end of the program, you will know whether this is a life long career for you!

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Advanced Technology Development

Provide effective and efficient ways for Financial Planners to access information at any time, anywhere and through any device.

Financial Health Check Software, Easy Financial Pro (PDA Version), Easy Premium Calculator (PDA Version), Prospect List (PDA Version), Proposal Generating System (PGS), etc.

A Series of Fringe Benefits

Group Life and Accident Insurance, Group Medical Insurance, Provident Fund, Housing Assistance Program, Car Loan Program, Parking Allowance, Examinations Fee Reimbursement, Overseas Convention

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