Financial Programs

Financial Wellness Programme (FWP)

Many employers increasingly recognise the employee benefits of a Financial Wellness Programme. A financially healthy culture is actively promoted and adopted within organisations and companies.

Program participants will have full access to our professional licensed financial planners for their financial needs. Each program participant can also receive a personal Financial Pulse report administered by a licensed financial planner.

We serve various organisations including corporations, government-linked companies, financial services organisations, public/private universities, law and audit firms, NGOs and more. Companies who contribute to Human Resources Development Fund (HRDF) are entitled to claim 100% training fees as Wealth Vantage Advisory is a registered training provider.

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Islamic Financial Planner (IFP) Programme

The Islamic Financial Planner (IFP®) is a professional qualification programme designed especially for professionals and executives serving the retail segment of the Islamic financial market. IFP® is pre-requisite for Capital Market Services Representative Licence (CMSRL) by Securities Commission (SC) and Financial Adviser Representative (FAR) by Bank Negara Malaysia (BNM) to carry out the regulated activity financial planning. This programme is a joint collaboration between IBFIM and Financial Planning Association of Malaysia (FPAM), and receives Full Accreditation from Finance Accreditation Agency (FAA).

Wealth Vantage Advisory is pleased to be a partner of IBFIM to bring you IFP Challenge Status Programme.

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Wealth Vantage Advisory organizes Financial Wellness and Educational Programmes for both the public and organisations.