Sun Life Financial advisors’ training and support

Every financial advisor with Sun Life enjoy a systematic and progressive learning from the day you join us and to progress towards a managerial position.

What kind of training and support will Sun Life Financial provide to help me cope with different challenges?

1) Comprehensive training

Training details 

2) Diversified electronic tools


Financial Needs Analysis - FNA

Financial advisors can use our mobile app - FNA on the tablet computers to provide Clients a detailed financial needs analysis report immediately after they completed the Financial Needs Analysis. Financial advisor can rely on that to recommend the most suitable products to our Clients and submit the application form to company which is more effective and convenience.



Financial advisors can access the latest information provided by the company and provide fast and accurate answer to Clients.



Financial advisors can show the prospects about financial planning industry and the important role of financial advisor.



Financial advisors can receive the latest information of company products, events and recruitment via tablet computers

Sun eMPF

Sun eMPF

Financial advisors can use Sun eMPF to help Clients to consolidate their MPF account and submit the related MPF application immediately via online platform. The process becomes faster and simpler.

3) Career seminar & sharing

Celebrities and experienced financial advisors will be invited to share their experience and successful stories in Grand Recruitment Seminars and Million Dollar Round Table (MDRT) seminars regularly.