RISE Apprentice

Our 4-week RISE Apprenticeship Program offers a hands-on introduction to the financial advisory world — perfect for fresh graduates and mid-career individuals exploring a meaningful career in finance. Through guided mentorship, workshops, and real-life client simulations, participants gain firsthand experience of what it takes to be a professional financial consultant while discovering if this path aligns with their goals and values.

Message from Our Apprenticeship Director

When I first started this apprenticeship program, my goal was simple — to create a safe and structured environment where individuals could truly experience what it means to be a financial consultant before committing to the path. Whether you're a fresh graduate or a mid-career switcher, this 4-week journey is designed to give you clarity, confidence, and real-world exposure to the financial industry.

Over the years, I’ve seen countless participants discover their potential — some finding their calling in this career, while others gaining valuable life and financial skills they carry into any profession. My vision is for every apprentice to walk away not just with knowledge, but with a deeper understanding of how financial planning can transform lives — starting with their own.

Mary Lee

RISE Apprenticeship Director

If you are looking to...

1

Explore a Career in Financial Planning Services

You’re curious about the financial planning advisory world and want to gain real exposure before committing to a full-time role.

2

Gain Practical, Hands-On Experience

You’ll learn through real-life case studies, client simulations, and mentorship from experienced consultants — not just theory.

3

Discover Your Strengths and Potential

The program helps you uncover whether your personality, skills, and aspirations align with a rewarding career in finance and people development.

RISE Apprenticeship provides you

Foundations of Financial Planning

Learn the essentials of insurance, investment, and wealth management — and how to apply them in real client scenarios.

Personal Development & Communication Skills

Build confidence, sharpen your presentation skills, and learn how to connect meaningfully with people from all walks of life.

Mentorship & Career Guidance

Receive one-on-one guidance from industry leaders who will help you understand the business, set goals, and chart your career path.

Past RISE Apprenticeship Ac****tivities

Hear From Our Past RISE Apprentices:

Zyan, Financial Consultant

I'm grateful to have the opportunity to sit in and see what the industry is like behind closed doors. After completing the 4 - week Rise apprenticeship, I learned that it’s more than just selling - it’s about helping people achieve and protect their financial goals.

Over four weeks, we explored different industry aspects and completed projects that enhanced our learning. Despite my lack of a financial background, the mentors' guidance made me feel secure and supported. Interns were also included in all agency events throughout the internship.

I would recommend this internship to anyone who only has a superficial understanding of the industry. Before starting, I was an outsider and believed the profession was solely about selling. However, after completing the internship, I’ve learned that the industry is much more complex than it appears from the outside. While you can’t control others' opinions, you can control your own perspective. So, don’t let others' opinions dictate your decision to explore new opportunities.

Join Us