I WOULD LIKE TO
The six-month programme is developed by the Melbourne Business School (MBS) and administered by the ABS. It combines classroom-teaching with on-the-job coaching to offer participants insight into wealth and portfolio management practices and covers topics in corporate finance, investments, wealth management, consumer behaviour and decision making processes. It also goes beyond portfolio management to address specific investment needs of HNW customers. These include understanding the role of wealth structuring, tax planning and family offices.
The UOB-ABS Wealth Advisory Certification Programme MoU Signing Ceremony was held at ABS on 2 October 2017.
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