Welcome to
The Next Step:Manulife Financial StrategyChallenge 2026
Learn. Be Mentored. Challenge Yourself. Unlock Your Future.
A mentorship programme empowering you with practical wealth planning and protection knowledge — organised by Manulife in partnership with The Simple Sum.
About the Challenge
Growing your wealth starts with a plan – and building one is one of the most valuable skills you can pick up, whether you're job hunting or growing a side hustle. This year, The Simple Sum, in partnership with Manulife, is bringing you a hands-on challenge designed to build your practical knowledge in wealth planning and protection, and give you the confidence to make smarter money moves.
You'll be paired with a dedicated Manulife mentor from day one – someone you can turn to for real talk on your finances, your career, or both. Learn from industry professionals, put your knowledge into practice, and test your strategy at the Final Challenge, with a shot at winning prizes worth up to SGD 3,000.
Whether you're just starting out or looking to sharpen what you already know, this is your next step. All you have to do is take it.
Eligibility
Who can join
- Singapore Citizen or Permanent Resident
- Aged 21–40
- Diploma holders and above
- New job seekers, or working adults seeking a mid-career switch or side income to grow their wealth
- Must not currently hold, or have previously held, a Financial Institution (FI) license
How the Challenge Works
Learn
Pre-challenge workshop · Choose one session: 10th or 11th October 2026 (first-come-first-served)
Kick things off with a hands-on workshop, split into two parts — Grow, where you'll build the fundamentals of wealth planning, and Guard, where you'll learn how to protect what you've built — taught by experienced industry professionals.
All participants are expected to attend a workshop — simply pick your preferred date (10 or 11 October) at registration, and we'll try our best to accommodate it, on a first-come-first-served basis (subject to availability). This is also where you'll meet your assigned Manulife mentor, who'll be with you for the rest of the journey.
Be Mentored
Post-workshop assignment · Due 13 November 2026
Put what you've just learnt into practice with a short assignment, guided by your mentor — this is your chance to apply your learning and get real feedback before the big day. While it isn't scored or counted towards your final results, submitting a genuine effort is mandatory to qualify for the Final Challenge.
Challenge Yourself & Unlock Opportunities
Final Challenge · 14 November 2026
This is where it all comes together, in two parts: a quiz testing what you've learnt from the workshops, followed by a live simulation where you'll put your wealth planning strategy into action. The top 10 finalists from these rounds will then stand a chance to win prizes worth up to SGD 3,000. It's also your chance to expand your network — connect with Manulife professionals and fellow participants, and explore the career pathways open to you.
Key Dates
| Date | Milestones |
|---|---|
| 31 August 2026 | Registration opens |
| 8 September 2026 | Registration closes |
| 10 or 11 October 2026 | Pre-challenge workshop (mandatory; preferred date assigned first-come-first-served) |
| 14 November 2026 | Final Challenge |
Register Now
Grab your spot. It only takes a minute.