Financial Planning Executive Program

The Financial Planning Executive Program is designed for fresh graduates looking for a career that can offer a rewarding income, prospects, job satisfaction, personal growth and exciting challenges.

With the increasing demand for professional financial planners to help individuals understand their own financial situation, as well as formulate and implement wealth-accumulation strategies in order to meet their long-term goals, the FPE Program can help you to become a pioneer in this dynamic and fast-growing profession in Hong Kong.

The gateway to the financial planning profession

Once you graduate from the FPE Program and accumulate field experience, we will guide you in acquiring the Certified Financial Planner (CFP) designation. Introduced in 1972, the CFP mark has become the most widely recognized financial planning credential among consumers. CFP licensees have voluntarily agreed to adhere to high standards of competence and ethical practice. The rigorous CFP certification requirements have made the CFP mark the highest financial planning standard worldwide.

Other designations in the industry include:

LUTCF	Life Underwriter Training Council Fellow Organized by the Life Underwriters Association of Hong Kong (LUAHK)
CLU	Chartered Life Underwriter Offered by the American College
ChFC	Chartered Financial Consultant Offered by the American College
FLMI	Fellow, Life Management Institute Offered by the Life Office Management Association (LOMA)
CIAM	Chartered Insurance Agency Management Offered by LIMRA International
RFC	Registered Financial Consultants Organized by GAMA - HK

You are supported by a proprietary agency operating system

We have one of the best agency training programs in the life insurance business - the GOLD System. It is a field management system designed to support, manage and enhance our agency distribution network.

What's more, you will be supported by our state-of-the-art technology, including a PDA and a notebook computer with tailor-made software and applications installed. You can easily access up-to-date policy information and provide efficient and professional services to customers anytime, anywhere.

Challenges ahead

As a financial planning professional, you will face a number of different challenges. These include:

• Helping clients to determine what they need
• Knowing the products and how they relate to other financial products that clients will be offered
• Mastering the core skills of business, including marketing, selling, business organization and management, communications, technical/product savvy and financial acumen
• Developing expertise continually and acquiring the credentials that represent professionalism

Reward Potential

Apart from exciting challenges, you will receive far more than what you expect in return for your hard work. It includes:

• Unlimited income potential
• Becoming an active member of your community and enlarged personal network
• Becoming a professional in presenting ideas in a persuasive and effective manner with strengthened communication and presentation skills
• Cultivating a proactive, enthusiastic and confident personality by overcoming obstacles and difficulties
• Accelerating your personal growth by meeting people from all walks of life

Are you ready?

If you possess the following characteristics and are interested in developing a career in the Financial Planning Industry with New York Life Hong Kong, you are cordially invited to take up the challenge.

• Result-oriented and self-motivated to achieve goals
• Dedicated to delivering excellent service to both prospective clients and clients
• Willing to learn - initially and on a continuous basis
• Trustworthy with regard to upholding the tradition and integrity of New York Life
• Good self-discipline