Best executive courses in Private Wealth

London Business School

Financing the Entrepreneurial Business

Create the perfect conditions for financing entrepreneurial businesses. Navigate and explore each stage of the deal cycle, from both sides of the table. Create the conditions for a successful deal Are you a high-potential entrepreneur seeking investment? Or an angel, venture capitalist or...

IMD Executive Education

Leading the Family Office (LFO)

Learn how to make informed and educated choices regarding the structure and objective of your Single Family Office Create a sustainable platform to preserve and transfer your family wealth, values and heritage to future generations Build family unity and develop long-term objectives for the...

Oxford Management Centre

Private Banking & Wealth Management

Most of us wish to acquire wealth. If we are fortunate or skilled enough to do so the problem then is how to protect your wealth and preserve its value, whilst also enjoying it and ultimately passing it on to dependents. This OXFORD Private Banking & Wealth Management training course is designed...

Jones Graduate School of Business

Fintech Innovation

From digital payments to peer-to-peer lending, innovations in financial technology continue to capture the attention of businesses and consumers alike. The financial services industry increasingly faces disruption to the value chain, putting incumbent organizations on notice. But why are...

IFF Training

Understanding FinTech & Cryptocurrencies

The course is designed to provide a comprehensive overview for people either working in or interested in innovating in this space creating products and access to services supported by technology. Critical thinking is encouraged whilst the latest developments are shared and discussed. The course...

IFF Training

Postgraduate Certificate in Wealth Management

This innovative distance learning course will teach you the core principles of wealth management, its evolution through history and the key building blocks needed to achieve a successful wealth management franchise. You’ll use financial planning to get to grips with the regulatory framework, and...

Yale School of Management

Wealth Management Theory & Practice

Develop your knowledge and skills, and grow your practice using Yale’s comprehensive and convenient path to CPWA certification. The Certified Private Wealth Advisor® (CPWA) certification administered by the Investments & Wealth Institute™ (formerly IMCA) is the standard for competence in the...

Sloan School of Management

Founder to Family: Sustaining Family Business Success

Booth School of Business

Wealth Planning Essentials

In the era of COVID-19, the only certainty is uncertainty. Markets have rebounded from their initial crash earlier in the year, but the state of the global economy remains fragile. Taxes are likely to go up in the coming years in response to rising deficits. How should families manage through the...

Fitch Learning

Fundamentals of Investment Management

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...