Why VA365?
Structured training for 365 days
We provide a clear and tested roadmap of learning stages, mentorship, and real-world experience.
High success rate
80% of our consultants earn over $100,000 per annum in their first year.
Direct mentorship from industry experts
Learn from industry leaders and directors with over 15 years of success in financial advisory.
Hear from some of our successful Financial Services Consultants
Sally Wong
“I am very, very glad to have had a mentor like Charles who never gave up on me when I had yet to be at my best during the first 2 years of my career. I fully trusted him to bring out the best in me, to help me to turn my dreams into reality. All this wouldn’t have been achievable without his constant guidance and patience.”
Charting your path to success in financial consultancy
STAGE 2
Controlled sales & client management (3-6 months)
Deepen your expertise with skills like needs analysis, product specialisation, and objection handling. Learn how to offer personalised advice, manage clients’ expectations, and lay the groundwork for long-term client relationships.
STAGE 1
Building a strong foundation (0-3 months)
Gain foundational knowledge like the financial planning basics, regulatory compliance, and best practices. Build the confidence to engage with your first clients and discover how to start your career on the right foot.
STAGE 3
Specialisation & leadership (6-12 months)
Ascend new heights with your career by shaping your personal brand, exploring advanced niches like HNW (high net worth) client services, or investment-focused planning.
Answering your questions about financial advisory
Here are some common questions and concerns we had when we were considering this career as well.
How does VA365 support me in closing my first deal?
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Is this programme suitable for career switchers?
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What income can I expect in my first year?
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Am I going to lose my friends?
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