Employee Education
Employee education in a meeting room
Your employees can benefit from information and insights on important financial topics through a variety of seminars delivered by UBS Corporate Employee Financial Services® (CEFSSM) Financial Advisors.

Available topics include:
  • Understanding equity compensation, including: 
    • Stock Options
    • Employee Stock Purchase Plans
    • Restricted Stock Award/Units
    • Stock Appreciation Rights
  • General investment education
  • Asset allocation
  • Financial planning1
  • Retirement planning services2
  • Estate planning strategies3

Our CEFS Financial Advisors are uniquely qualified to work with your employees, as they are specially trained in equity compensation and your company's specific plan. They can work with you to develop the appropriate seminar or program for your employees and deliver it either onsite or online.

To reach a CEFS representative, call 1-866-706-2727 (Monday - Friday, 9:00 a.m. - 5:00 p.m., ET) or e-mail us at CEFS@ubs.com with your name, title, company and contact information.


contact a Financial Advisor for more information


1 Financial planning services are provided in our capacity as registered investement advisor representatives.

2 Depending on the employees' needs, we can help them implement their retirement strategies through both our brokerage and advisory capabilities.

3 Neither UBS Financial Services nor its employees provide tax and/or legal advice. You must consult with your attorney and tax advisors regarding your personal circumstances.

UBS Financial Services Inc. is a subsidiary of UBS AG.