Best executive courses in Private Wealth in United States

Graziadio School of Business and Management

2,700 USD

This two and a half day program introduces family office personnel and advisors to best financial management practices to better manage their organization’s finances and make informed investment decisions. We invite family office management personnel and advisors that work within the family...

Oct 5—7, 2020

3 days in Malibu, California, United States

2,700 USD

Harvard Business School

11,750 USD

Nov 8—13, 2020

1 day in Boston, Massachusetts, United States

11,750 USD

Silicon Valley Innovation Center

10,000 USD

What Is An Executive Immersion Program? Alternatives to traditional wealth management and investment is a fast-growing industry. The number of disruptive startups in this space is now in the hundreds, with technologists, entrepreneurs and investors all seeing huge opportunity to disrupt a...

Jan 25—29, 2021

5 days in California, United States

10,000 USD

Fitch Learning

1,115 USD

This course provides a comprehensive, non-mathematical introduction to the key elements of investment management. Key Learning Outcomes: Understand what institutional investors are and how they operate Identify the characteristics of the principal asset classes Identify and...

Nov 5, 2020

1 day in London, United Kingdom

1,115 USD

Columbia Business School

7,500 USD

Family enterprises are the oldest and most common form of business. Yet in today’s fast-changing, volatile, and global business environment, enterprising families face unique challenges that are often complicated by factors specific to their structure and to families’ traditions, cultures, and...

Dec 2—4, 2020

3 days in New York, New York, United States

7,500 USD

Booth School of Business

11,800 USD

Through an energizing mix of rigorous academic insight and practical experience, this program teaches wealth owners a comprehensive, integrated, and strategic approach to wealth management. As a wealthy individual, you are working to protect and grow your wealth, enjoy financial security, and...

Oct 19—23, 2020

5 days in Chicago, Illinois, United States

11,800 USD

Harvard Business School

10,000 USD

Sep 13—16, 2020

4 days in Boston, Massachusetts, United States

10,000 USD

Sloan School of Management

40,000 USD

Nov 8—13, 2020

6 days in Cambridge, Massachusetts, United States

40,000 USD

Booth School of Business

6,995 USD

An advanced credential created specifically for wealth managers who work with high-net-worth individuals, focusing on the life cycle of wealth: accumulation, preservation, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes,...

Mar 21—25, 2021

5 days in Chicago, Illinois, United States

6,995 USD

The Wharton School

4,950 USD

Technology, regulation, and competition have radically disrupted financial planning and the relationship between advisor and client. While fintech and quantitative forces may increasingly be involved in the selection of investments, clients still crave the human hand of a financial advisor who...

Nov 18—20, 2020

3 days in Philadelphia, Pennsylvania, United States

4,950 USD