Excelsior Financial – Finance Intern

We are Excelsior Financial, a group of financial consultants representing Great Eastern Financial Advisers. 

Our mission is to help you achieve success in personal finance by engaging you in meaningful conversations and empowering you to make sound financial decisions.  

Headstart Internship is a 4-week program which helps you gain insight to the financial planning industry. You will gain first-hand experience of client acquisition, planning framework, business strategies, data analysis and plan implementations – all in a day’s work of a financial consultant. You will also be attached to mentors that will share their personal experience through mentoring session and joint-meetings with their clients. Last and certainly not the least, you will be able to get started on your own financial planning and empower your own financial planning journey!

Here’s a summary of what you will learn:

- What is Financial Planning and the 6-step process of Financial Planning

- The Personal Financial Planning Framework

- Interview and Presentation Skillsets

- Business and Entrepreneurship Mindsets

- Government Schemes and their Impact on Financial Planning

- Getting Started and Building Your Own Financial Portfolio