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2 is an internship program specially designed for university students and sponsored by MassMutual Asia since 2012 MassMutual Asia is a member of the US-based MassMutual Financial Group, which has over 160 years of experience in riskand wealth-management services, and is the flagship company for the group's development in the Asia region With the spirit of Where Dreams Are Made, MassMutual Asia is dedicated to offering professional financial services to customers and helping them to achieve their financial goals and realize their dreams Our service originates from a mission the true value of financial planning to help realize customers dream by providing financial-planning services to them with sincerity 2

3 Objectives To provide an ideal platform and fast track enabling university students to get exposure to the financial sector and a financial-planning career To help university students acquire professional qualifications and gain experience from mentors To equip university students to better develop their future career in financial planning 3

4 Requirements Full-time university students Good command of written and spoken English and Chinese Demonstrate strong interest in the financial sector 4

5 Application and Selection Process Application Method Online application and personality assessment from March 1, st Round Interview Group Interview and Discussion 2 nd Round Interview Individual Interview 5

6 Five-week Structured Program Consists of 2-week classroom training and 3-week fieldwork with handson experience Gain advanced knowledge and skills in wealth and risk management through an intensive training course Experience the day-to-day operations of the financial-planning business Benefit from the knowledge and experience gained by networking with senior management Carry out project work with the potential to make a real business impact Empower your communication skills, as taught by a renowned NLP coach Build an professional image with advice from an image consultant Acquire professional qualifications and receive scholarship of HK$10,000 upon successful completion of the program 6

7 Criteria of Receiving Scholarship of HK$10,000 Passed Insurance Intermediaries Qualifying Examination Paper 1, 3 and 5 Passed the assessment for Wealth Management Foundation Program and Risk Management Foundation Program Conducted financial-needs analyses as an individual assignment Completed group research project on risk and wealth management of Hong Kong people. Fulfilled mentor s assessment requirements Full attendance at the program (Orientation Day, all training programs and workshops, agency fieldwork and graduation ceremony) 7

8 Program At a Glance Around 1500 applicants enrolled in the 2013 program 20 mentees selected Distribution of Applicants from Local Universities 2.5% 21.5% 0.1% 0.2% 7.4% 0.2% 1.6% 4.1% 2.8% Caritas Institute of Higher Education Chu Hai College of Higher Education City University of Hong Kong Community College of City University 8.9% 7.7% Hang Seng Management College Hong Kong Baptist University Hong Kong Shue Yan University Lingnan University 9.9% 32.7% The Chinese University of Hong Kong The Hong Kong Institution of Education The Hong Kong Polytechnic University The Hong Kong University of Science and Technology 0.3% The Open University of Hong Kong The University of Hong Kong 8

9 2013 Mentor s Profile 11 seasoned mentors 1 Chief General Manager, 1 General Manager, 1 Deputy General Manager, 6 Senior Branch Managers and 2 Branch Managers All with diversified education background and professional qualifications Certified Financial Planner (CFP) / Chartered Financial Analyst (CFA) / Registered Financial Planner (RFP) / Financial Advisers International Qualification (FAIQ) Fellow, Life Management Institute (FLMI) Associate, Customer Service (ACS) Associate, Life & Health Claims (ALHC) 9

10 Trainer s Profile Professional Training Specialist from MassMutual University Master of Finance (MFIN) MBA Certified Financial Planner (CFP) Chartered Life Underwriter (CLU) Registered Financial Consultant (RFC) Fellow, Life Management Institute (FLMI) Mr Lee Sheng Wah Certified and renowned Neuro Linguistic Programming trainer Top 50 Most Influential Speakers in China 10

11 2013 Program Highlights Orientation Day 2013 kicks-off First Impression warm up game Sharing by 2012 Intern Ice-breaking among Interns Social Mingling 11

12 2013 Program Highlights Risk and Wealth Management Training An inspiring sharing about wealth management by Mr. Paul Pong, The Managing Director of the Pegasus Fund Managers Limited Sharing about insurance operation by Mr. Mike Lee, Senior Vice President Life Operations of MassMutual Asia Ltd. Activities-based learning 12 Interns did a fabulous presentation on retirement planning

13 2013 Program Highlights Professional Image Workshop, Visits to Fund-House & HKEx Professional Image workshop hoisted in a renowned salon Hair Styling Advice Professionalism and confidence boost after the make-over Visit to the Trading Hall in action The real time securities trading system Visit to BlackRock (Hong Kong) Limited

14 2013 Program Highlights NLP Workshop NLP workshop conducted by Mr Lee Sheng Wah (Sheng), a certified Neuro Linguistic Programming (NLP) trainer and Top 50 Most Influential Speakers in China Exercise to enhance EQ Insightful drawing analysis on personal goals Interns are highly motivated Insightful drawing analysis on personal goals

15 2013 Program Highlights Graduation 1 We are graduated from Internship@MassMutual 2013! 2 1. Total Devotion Award Jeff Tsang Ka Chun Psychology The Chinese University of Hong Kong 2.Best Financial Needs Analysis Award Shirley So Hing Yu Marketing City University of Hong Kong

16 Overall Feedback of the Program All mentees would recommend to classmates and friends Recommendation of 15% 55% of mentees would definitely consider MassMutual Asia as the first choice when developing their career in financial planning MassMutual Asia as 1 st Choice 5% 85% 40% 55% Will recommend Don't mind to recommend Definitely will Don't mind to choose MMA as 1st choice Not sure 16

17 Compliments from Mentees I have a better understanding on my career development and set my personal goal through the internship program. a comprehensive program to acquire professional qualification and establish a professional image. There is a positive influence on my life and my self-confidence is strengthened. Now, I understand the importance of planning ahead for my career and personal life! It is a great learning opportunity from the experienced mentor. Agency fieldwork is a good learning process of operations in real business world. Insightful drawing analysis by Sheng for better understanding of my personality. My communication skills is greatly enhanced through the NLP workshop. I m highly motivated to acquire more knowledge and skills of financial planning! The program gives me a deeper understanding of financial-planning products and financial needs analysis. 17

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19 MassMutual Financial Group 1 Established in 1851 with over 160 years of experience in risk- and wealth-management services Ranked in the renowned FORTUNE 500 as one of the Five Largest US Life Insurance Companies 2 With US$508 billion 3 in assets under management and 13 million customers worldwide Enjoys exceptionally high financial ratings 4 from major rating agencies: A.M. Best Company: A++ (Superior; top category of 15) Fitch Ratings: AA+ (Very Strong; second category of 21) Standard & Poor s: AA+ (Very Strong; second category of 21) 1. MassMutual Financial Group is a marketing designation for the Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliates. 2. Ranked according to the aggregate results of Insurance: Life, Health (Mutual) and Insurance: Life, Health (Stock) on the total revenues for 2012, based on the FORTUNE 500 as published on May 20, Figure as of December 31, Ratings apply to Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company. Ratings are as of February 1, 2014 and are subject to change. 19

20 Global Network MassMutual Financial Group 20

21 Global Network 21

22 MassMutual Asia Ltd 22

23 Professional Training MassMutual University has been awarded the coveted Hong Kong Q-Mark Service Scheme certification, in recognition of its dedication in developing professional financial-planning consultants 23

24 MassMutual University Sales Management Training Continuing Education Training MPF Training Professional Designation Advanced Skills Training 24

25 Competitive Support Platform 25

26 Enthusiastic Supporter of Corporate Social Responsibility 26