[CAREER WEBINAR] THE EVOLUTION OF UTC TO FINTECH DRIVEN FINANCIAL PLANNER
Sat, 31 May
|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.
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Time & Location
31 May 2025, 10:00 am – 11:17 am
Live Zoom
Guests
About the event
🚀 The Evolution: Unit Trust Consultant to Fintech-Driven Financial Planner
Are you struggling to keep up with the latest fintech innovations? 🤔 As a Unit Trust Consultant, adapting to the digital era is no longer optional—it’s essential for growth!
Join our Career Discovery Webinar to learn how Wealth Vantage Advisory can help you transition into a tech-savvy Financial Planner and future-proof your career.
🌟 Special Guest Speaker: Stephanie Loh, CFP® – sharing her inspiring journey from a solo Unit Trust Consultant to a Fintech-Driven Financial Planner.🌟 Main Speaker: Idham Idris, CFP®, RFP, SHARIAH RFP – Director & Licensed Financial Planner.
🎤 Moderator: Nurul Khairiah – Branding, Knowledge & Marketing Senior Executive.
📅 Date: 31 May 2025 (Saturday)
⏰ Time: 10:00 AM – 11:30 AM
📍 Where: Live on Zoom
✨ Why You Should Attend:
✅ Learn how fintech is reshaping financial advisory services.
✅ Discover key steps to becoming a Licensed Financial Planner.
✅ Gain insights from experts who have successfully made the transition.