PT WEALTH CONSULTANCY

PT Wealth Consultancy

PT Wealth Consultancy Sdn. Bhd., established in 2020, is a Malaysian financial services firm specializing in life and general insurance, estate planning, and mortgage loan services. The company is recognized as the first insurance agency in Malaysia to provide SKM training in Financial Planning, as recorded in the Malaysia Book of Records. Operating from its headquarters in Bandar Baru Klang, Selangor, PT Wealth Consultancy is committed to delivering comprehensive financial solutions to its clients.

As part of its dedication to professional development, PT Wealth Consultancy offers the SME Financial Planning course, aligned with the National Occupational Skills Standard (NOSS) code FB-016-3:2012. This program is designed to equip learners with essential skills in financial planning, including pre-assessment procedures and customer support handling. The course aims to develop competent financial planners capable of supporting SMEs in achieving their financial objectives.

By integrating practical training with industry-relevant knowledge, PT Wealth Consultancy provides a robust learning environment for individuals aspiring to excel in the field of financial planning.

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