Investment Advisory Workshop

Building Blocks for a Thriving AUA Business

  • 25 June 2026
  • 9.30 AM to 1.30PM
    (Registration and Networking begins at 9am)
  • Level 4, Gateway East, 152 Beach Road

Discover how the AUA business can unlock exponential income growth while mastering evergreen investment principles used by top fund managers worldwide. Gain practical portfolio management skills and actionable strategies to help clients achieve their goals in changing market conditions.

Register Here

VICTOR WONG

Director, Wealth Management
Product & Investment Advisory

30 years of experience in the financial sector

WHO IS THIS FOR?

This workshop is for those who are serious about mastering the fundamentals for success in the wealth advisory business.
  • Insurance agents keen to expand their skillset and offerings to their clients
  • Finance professionals who want to apply their knowledge to serve clients
  • Investment enthusiasts who want to understand professional advisory
Register Here

WHAT WE WILL COVER

01

WHY AUA,
WHY NOW?

We will introduce the AUA business and unveil its power in generating exponential income growth for you.

02

FOUNDATIONAL INVESTMENT CONCEPTS

Learn about powerful, proven, and evergreen investment principles used by top fund managers around the world in the real-world.

03

APPLIED INVESTMENT STRATEGIES

See how investment principles are translated into actionable strategies that you can put into motion to help your clients reach their goals.

04

HANDS-ON:
PORTFOLIO SIMULATION

Put everything you’ve learnt into action and practise portfolio management amid changing market conditions.
Register Here

MEET YOUR INSTRUCTOR

Victor Wong

Director, Wealth Management
(Product & Investment Advisory)

Victor has 30 years of experience in the financial sector, covering central banking, corporate banking and fund management. During his 8 years’ stint in the fund management industry, Victor has worked in DBS Asset Management and co-managed the award-winning Shenton Income Fund as well as other institutional accounts. He later moved to Deutsche Asset Management. Prior to joining Financial Alliance, he was managing monies for high net work clients with ING Asia Private Bank.

  • 25 June 2026
  • 9.30 AM to 1.30PM
    (Registration and Networking begins at 9am)
  • Level 4, Gateway East, 152 Beach Road
Register Here
AGENDA
9.00 AM
Registration and Chat Over Coffee
9.30 AM
Why AUA, Why Now?
10.00 AM
Foundational Investment Concepts
10.45 AM
Applied Investment Strategies
11.30 AM
Hands-On: Portfolio Simulation
12.15 PM
Debrief and Closing
12.30 PM
Lunch and Networking

SECURE YOUR TICKET

To ensure the quality of the instruction and experience, the workshop size will be limited.

$88

Immense value for those serious in investing in themselves and their AUA business.
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