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upcoming events!

Looking for financial planning workshops and branding events that inspire growth?

Stay tuned for more exciting WealthVantage events—both internal and external.

Upcoming Events

  • [CAREER WEBINAR] BUILT FROM ROCK BOTTOM: A FINANCIAL PLANNER'S REAL STORY
    [CAREER WEBINAR] BUILT FROM ROCK BOTTOM: A FINANCIAL PLANNER'S REAL STORY
    31 May 2025, 10:00 am – 11:17 am
    Live Zoom
    Struggling to keep up with fintech as a Unit Trust Consultant?Discover how to transition into a Fintech-Driven Financial Planner and future-proof your career. Join our Career Discovery Webinar and gain insights from experts who’ve made the leap.
  • [CAREER WEBINAR] CAN UNIT TRUST BECOME A FINANCIAL PLANNER?
    [CAREER WEBINAR] CAN UNIT TRUST BECOME A FINANCIAL PLANNER?
    22 Feb 2025, 10:00 am – 11:00 am
    ZOOM
    From Unit Trust Consultant to Financial Planner – Can You Make the Leap? Join our Career Discovery Webinar 2025 and hear from industry experts who made the transition! Special Guest: Hazel Ong, CFP® – Her journey from UTC to Financial Planner!
  • WealthVantage Guide to a Rewarding Career Webinar
    WealthVantage Guide to a Rewarding Career Webinar
    Multiple Dates
    Sat, 08 Jul
    08 Jul 2023, 10:00 am MYT – 09 Jul 2023, 11:00 am MYT
    ZOOM Webinar
    This webinar will provide an overview of the role of a financial planner and the skills required for success in the field

© 2016-2025 Wealth Vantage Advisory Sdn Bhd (201501018599 (1143931-M))

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