Student Planner

3 weeks ago


Singapore Synerge Connexion Full time

This program provides you the right skills and knowledge to explore the financial services industry.

What you can get away from this exciting journey:

  • Understanding of financial portfolio management – managing of personal finance, investments in various asset classes. Eg. Investments in funds / Unit Trusts
  • Market research on financial planning such as CPF, Tax planning, Wealth planning, Shortfall planning and Retirement planning
  • Evaluate and give proper financial advice to family and friends
  • Gather and master the traits in principles of entrepreneurship, salesmanship and leadership
  • Training in communication skills with the ability to effectively interact with clients
  • Role play to address client scenarios and deal with real-life financial scenarios


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