Pre-job Programme

The course enables the new staffs to better understand their work aptitudes and the job requirements in the financial institution while enriching their financial and communication skills.


Core modules:
1. Basics of financial markets and investment strategies
2. Financial institution's products and services
3. How to create effective business plan for your target clients
4. Sales Cycle
5. Compliance and regulations rules and guidelines (China and global)
Elective modules: (tailor-made for each financial institution)
1. Discipline and Motivation Training
2. Basic Investment Vehicles Training
3. Negotiation Skills
4. Time management
5. Inter-personal communication skills