UOB-ABS Wealth Advisory Certification Programme MoU Signing Ceremony - Events & Updates

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UOB-ABS Wealth Advisory Certification Programme MoU Signing Ceremony

United Overseas Bank (Malaysia) Bhd (UOB Malaysia) has partnered the Asian Banking School (ABS) to launch Malaysia’s first executive certification programme aimed at financial advisers whose customers hold more than RM3 million in investments.

The UOB-ABS Wealth Advisory Certification Programme is the first wealth management programme in Malaysia to certify bankers with accredited wealth advisory skills. The programme aims to raise the standard of wealth advisory in the industry to help serve the complex needs of Malaysia’s growing number of high-net-worth (HNW) individuals.

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.