Career Discovery Webinar

ABOUT THE WEBINAR

Launched in April 2023, the Career Discovery Webinar by Wealth Vantage Advisory (WVA) is designed to identify, inspire, and guide talented individuals towards a rewarding career in financial planning.

This interactive session provides valuable industry insights, including:

The role of a financial planner and how it differs from other financial professions

Career pathways, licensing requirements, and potential income streams

Opportunities for professional growth through WVA’s mentorship and training programs

At WVA, we are committed to empowering passionate individuals with the tools and resources needed to deliver personalized and comprehensive financial solutions—making a lasting impact on clients’ lives.

ACHIEVEMENTS

Empowering 300++

Participants

Since its launch, the Career Discovery Webinar has engaged over 300 aspiring professionals, providing valuable insights into the financial planning industry and career opportunities at Wealth Vantage Advisory.

High Success Rate in Participant Conversion

The webinar has successfully guided numerous attendees toward pursuing a career in financial planning, with a strong conversion rate from participants to licensed financial planners.

20+ Webinars

Conducted

With more than 20 sessions held, this initiative continues to educate, inspire, and connect individuals with industry experts, solidifying its impact in shaping the future of financial planning in Malaysia.

WHO SHOULD ATTEND

⁠Unit Trust Consultants, Insurance Agents, and Takaful Agents

Individuals with professional certification (CFP®, IFP, SHRFP, RFP)

Professionals from banking, finance, and investment backgrounds

Professionals who wants to explore an entrepreneurial career in financial planning

WHY YOU SHOULD ATTEND

Insights from Experienced Speakers

Gain valuable knowledge from industry experts.

Clear Career Path

Discover growth opportunities and how to thrive in the industry.

Topics That Matter

Addressing key challenges and opportunities in financial planning.

Live Q&A with Experts

Get your questions

answered in real time.

Testimonials

"The career webinar provide a clear path and concise explanation on the path to become a financial planner."

M. Azmi

Meet the SPEAKERS

Director & Licensed Financial Planner

CFP®, RFP, SHARIAH RFP

IDHAM IDRIS

Idham entered the financial sector in 2003 and has over 20 years of experience in leading banking and financial institutions. He has led, trained, and coached representatives in retail and corporate investments, personal risk management, and wealth preservation. Since 2015, he has specialized in cash management solutions and corporate treasury advisory.

Director & Licensed Financial Planner

CFP®

STEPHEN YONG

Stephen Yong is a Licensed Financial Planner and Director at Wealth Vantage Advisory. With a background in Computer Science, he transitioned from the tech industry to financial advisory, driven by his passion for personal finance. He founded MyPF.my in 2017 and became a Licensed Financial Planner in 2019. In WealthVantage, he rose to become a shareholder and board member. He specializes in holistic financial planning by helping clients achieve financial independence. He found vocation in providing peace of mind for his clients.

ABOUT THE WEBINAR

ACHIEVEMENTS

WHO SHOULD ATTEND

WHY YOU SHOULD ATTEND

Testimonials

Meet the SPEAKERS

Register now & save your spot!

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