About this role
Summer Financial Planning Internship May – July 2026Built to simulate the real world. Designed to accelerate you. A hands-on internship experience using professionally designed mock case studies, guided mentorship, and an exclusive overseas business camp,crafted to mirror real advisory work without live client exposure. Duration: 25 May – 13 July 2026 ✈️ Overseas Business Camp included (Immersive training · Networking · Competitions · Case simulations) What You’ll Do * Work on mock financial planning & retirement case studies * Participate in simulated client role-plays with senior professionals * Collaborate in teams on structured projects & advisory scenarios What You’ll Gain Technical * Financial planning fundamentals * Risk assessment & portfolio basics * Access to industry-standard tools Professional * Client communication & objection handling * Pitching & presentation skills * End-to-end advisory workflow exposure (simulated) Certification Readiness * CMFAS exam preparation (Self-study with tutor guidance) Why This Internship * Mentorship from experienced financial professionals * Clear pathway toward CMFAS certifications (RES5 · M9 · M9A · HI) * Fast-track consideration for future full-time roles * Continued mentorship, networking & recommendation letters Who This Is For * Undergraduates or fresh graduates * Minimum A-Levels or Diploma * Age 21+ * Strong analytical thinking & communication skills Application Window: January – March 2026 ⚡ Limited slots. Selective intake. Apply for interview now.
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