Financial Services Career Exploration Programme

Explore. Learn. Discover if Financial Advisory is for You.
Target Audience: Age 20-28 | Minimum Diploma Qualification

️ About the Programme

Not sure if financial advisory is the right career for you?

This Career Exploration Programme is designed for young, curious individuals to gain firsthand experience in what it's like to be a financial consultant-without needing to commit to the role. Through hands-on learning and guided challenges, you'll explore essential financial concepts and evaluate your personal fit for the industry.

What You'll Experience

✅ Learn basic concepts in risk and wealth management
✅ Understand how financial consultants help clients with planning and protection
✅ Try out light client engagement tasks, such as:
• Speaking to friends/family about the career
• Understand their financial concerns and feedback
✅ Gain confidence in presenting yourself and understanding your social circle's receptiveness
✅ Receive guidance and mentorship from experienced professionals

Who This Is For

✔ Age 20-28
✔ Minimum Diploma / A-Level qualification
✔ Outgoing, sociable, curious, and open to learning
✔ Unsure if this career is for you but willing to try
✔ Looking to build communication, sales, and people skills

⏱️ Structure & Commitment

Runs over 2-4 weeks (flexible, self-paced + live sessions)

• Includes self-learning modules, personal coaching, and real-world application
• Estimated time commitment: 20 hours total
• No prior financial knowledge required

Why Join?

✔ Experience the role before committing
✔ Learn transferable skills in communication, financial literacy, and client discovery
✔ Receive mentorship from practicing financial consultants
✔ Get clarity on whether this career suits your personality and goals
✔ Certificate of Participation upon completion

Ready to Explore?

Send us your resume and we'll get in touch with more details.