Overview
This short-term winter programme offers students a practical introduction to the finance and insurance advisory world. Over two weeks, participants will gain exposure to how financial professionals guide clients, structure solutions, and make informed money decisions. The experience blends observation, interactive workshops, and hands-on tasks designed to build foundational confidence in financial planning concepts.
What You’ll Get Out of This Internship
- Direct mentorship from practitioners working in wealth and risk advisory
- A structured learning track covering essential financial planning topics
- Guided shadowing opportunities to understand day-to-day advisory work
- A mini project with personalised feedback to help you consolidate your learning
- Insights into different career pathways within the finance and insurance sector
- Personal development sessions focused on self-awareness, communication, and professionalism
Key Responsibilities
During the two-week immersion, you will:
- Participate in workshops exploring investment basics, retirement planning, and risk management
- Learn how advisors design client portfolios and financial roadmaps
- Observe client-related discussions and internal planning processes
- Work on a capstone assignment applying concepts learned during the programme
- Take part in soft skills training, including professional etiquette and personality profiling
Requirements
- Open to students from all fields of study
- No prior experience in finance required
- Willingness to learn, engage in discussions, and participate actively in workshops
- Good communication skills and an interest in personal or corporate financial planning
Who This Internship Is Ideal For
This programme is suited for students who enjoy working with people, want a clearer understanding of the finance/insurance advisory profession, or are exploring whether a client-facing finance role is right for them. It's also ideal for those seeking practical financial literacy knowledge that can be applied personally or professionally.
About the Company
The organisation behind this programme operates within the finance and insurance advisory space, helping individuals and businesses make sound financial decisions. Their focus is on building long-term financial resilience and guiding clients through investment choices, risk management solutions, and overall financial wellness.
Internship Details
- Programme Duration: 8–19 December 2025
- Format: In-person, mentor-led training and shadowing
- Allowance: Unpaid (training-based programme)
- Commitment: Full programme attendance required
