Developing excellence

Developing excellence

The Wealth Planning Analyst (WPA) Program is a structured 24-month development program designed to provide you with the knowledge and skills necessary to succeed as a Financial Advisor at UBS.

During each phase of the program, you will learn from wealth planning experts, work with some of the top Financial Advisors in the industry and develop the skills necessary to become a successful wealth manager. In addition to rigorous proprietary training, you will also pursue and obtain the Accredited Wealth Management Advisor (AWMA®) and the CFP® designations during the program.