Financial Advisor
Financial advisors play an important role in guiding business clients to operate with good corporate governance and prepare for listing on the Stock Exchange. They ensure the company discloses complete, accurate, and sufficient information—vital for investors and stakeholders to assess governance structures and understand the true value of the company. Their role is essential to building trust and transparency in the market.
Target Audience
University students in their 2nd to 4th year majoring in finance, investment, or business administration, as well as students from other fields who are interested in or aspire to begin a career in the capital markets.
Course Structure
1. Classroom – Develop a solid understanding of the financial advisor’s role and responsibilities to help students assess their readiness and gain a clear sense of career direction. The course also covers licensing exam prep, registration procedures, and official requirements from the Stock Exchange of Thailand. Students will learn directly from experienced professionals to confidently step into the industry as true professionals.
2. Workshop – Apply and strengthen the knowledge gained throughout the course in a hands-on, team-based format. Students will be divided into groups to analyze business structures, assess company valuations, and evaluate financial strategies and tools tailored to specific client business plans. Each team will be guided by a mentor—an experienced professional providing personalized guidance throughout the workshop.
3. Evaluation & Feedback – Each team will present their work from the workshop to receive feedback, suggestions, and constructive criticism from the experts. This allows them to refine their skills and continue growing into professional financial advisors. The team with the highest score will be awarded an educational sponsorship of 50,000 Baht.
The team that wins the financial planning workshop will be awarded an educational sponsorship of 50,000 Baht.
*40 spots available, with priority given to early applicants until full
Location Map
