Investment Advisory Workshop
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Discover how the Assets Under Advisory (AUA) business model can unlock exponential income growth while mastering evergreen investment principles used by top fund managers worldwide.
Whether you are an insurance agent, finance professional, or investment enthusiast, it’s time to gain practical portfolio management skills and level up your practice.
What we will cover at the Investment Advisory Workshop:
🔹 Why AUA, Why Now? – Unveiling the power of the AUA business in generating exponential income growth.
🔹 Foundational Investment Concepts – Learning powerful, proven, and evergreen principles used by top global fund managers.
🔹 Applied Investment Strategies – Translating these principles into actionable steps to help clients reach their goals.
🔹 Hands-On Portfolio Simulation – Practising real-time portfolio management amid changing market conditions.
The session will be led by Victor Wong, Director of Wealth Management (Product & Investment Advisory), who brings 30 years of institutional experience across central banking, corporate banking, and fund management.
🗓️ 25 June 2026 | 9:30 AM – 1:30 PM (Networking from 9:00 AM)
📍 Gateway East, Level 4 (Lunch provided)
🎟️ Admission: $88 Public | $20 Subsidized Rate if invited by a Financial Alliance Consultant
Seats are strictly limited to ensure the quality of the hands-on simulation.
🚀 Secure your ticket and gain the tools to scale your business here:
https://career.fa.com.sg/investment-advisory-workshop/?a_aid=Facebook
Whether you are an insurance agent, finance professional, or investment enthusiast, it’s time to gain practical portfolio management skills and level up your practice.
What we will cover at the Investment Advisory Workshop:
🔹 Why AUA, Why Now? – Unveiling the power of the AUA business in generating exponential income growth.
🔹 Foundational Investment Concepts – Learning powerful, proven, and evergreen principles used by top global fund managers.
🔹 Applied Investment Strategies – Translating these principles into actionable steps to help clients reach their goals.
🔹 Hands-On Portfolio Simulation – Practising real-time portfolio management amid changing market conditions.
The session will be led by Victor Wong, Director of Wealth Management (Product & Investment Advisory), who brings 30 years of institutional experience across central banking, corporate banking, and fund management.
🗓️ 25 June 2026 | 9:30 AM – 1:30 PM (Networking from 9:00 AM)
📍 Gateway East, Level 4 (Lunch provided)
🎟️ Admission: $88 Public | $20 Subsidized Rate if invited by a Financial Alliance Consultant
Seats are strictly limited to ensure the quality of the hands-on simulation.
🚀 Secure your ticket and gain the tools to scale your business here:
https://career.fa.com.sg/investment-advisory-workshop/?a_aid=Facebook
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Where is it happening?
Gateway East Tower, Beach Road, 152 Beach Road,Singapore
Event Location & Nearby Stays:
Know what’s Happening Next — before everyone else does.
Host or PublisherFinancial Alliance (Official)
