GEN Financial Planning Career Trial

Ever wondered what it’s really like to be a financial planner?

Financial planning is more than just numbers, insurance and investments. It is about understanding Money and People — helping individuals make better financial decisions while building meaningful relationships.

Join GEN Financial Advisory for an interactive 3-hour Career Trial Job Taster, where you'll get a firsthand experience of the actual training our financial planners undergo.

Whether you're a student, fresh graduate or someone exploring career opportunities, this session offers valuable insights and practical skills that you can apply in both your professional and personal life.

What Will You Experience?

1. Understanding Money – Building Transferable Wealth
Discover how financial planners approach wealth planning through an interactive financial goal-setting workshop.
- Explore your own financial goals and aspirations.
- Understand how wealth can be built, used and transferred across different life stages.
- Learn a practical framework for making better financial decisions.
- Gain financial planning knowledge that you can apply to your own life.

2. Understanding People – Four People You Should Know
Great financial planners don't just understand money — they understand people.
- Discover four different personality and communication styles.
- Learn how to recognise and connect with different types of people.
- Practise techniques to communicate more effectively.
- Develop interpersonal skills useful in your future career and personal relationships.

3. Meet Real Financial Planners
Get an inside look at the financial advisory profession through conversations with practising GEN financial planners.
- Hear firsthand experiences about their career journeys.
- Discover the opportunities, challenges and rewards of financial planning.
- Ask questions about what the job really involves.
- Find out whether financial advisory could be a career worth exploring.

(Optional) Take part in a guided Money Conversation Challenge, It is an optional follow-on activity for participants who would like to explore the career more deeply after attending the Job Taster.

Here is the sneek peak video of our career trial session: https://www.instagram.com/reel/Ddi8xgIjlUW/?stkn=MTloZ3dsZzZtejFzNg==

From Fresh Graduate to 11-Time MDRT Qualifier

Can your first job become a lifelong career?

One of our GEN financial planners started her journey as a fresh graduate with no prior industry experience. The early years were challenging, and she sometimes earned barely enough to cover her daily necessities.

However, what kept her going wasn't just the prospect of financial success. It was the fulfilment of helping people plan for their future and gain greater financial peace of mind. Today, she is an 11-time Million Dollar Round Table (MDRT) qualifier, demonstrating how perseverance, personal growth and a commitment to helping others can shape a rewarding career.

Her journey is just one example of what a career in financial advisory can offer. Take the First Step Towards Discovering Your Career Possibilities. You don't need to know whether financial planning is the right career for you. That's what this Job Taster is for!

Come explore, learn new skills and discover a profession that combines financial knowledge, people skills and the opportunity to make a positive difference in others' lives.

Date: 12 Nov 2026 (Thursday)
Time: 2 - 5pm (3 Hours)
Venue: GEN Financial Advisory Office at 168 Robinson Rd, Capital Tower #13-03, Singapore 068912

Registration closes on 11 Nov, 12pm
See you there!