Best executive courses in Private Wealth

University of Cape Town Graduate School of Business

Impact Measurement and Management

LEARN HOW TO MEASURE, MANAGE AND OPTIMISE AN IMPACT INVESTMENT FUND Understand how to generate and use the data you need Impact Measurement and Management is a specialised four-day course, offered by the Bertha Centre for Social Innovation and Entrepreneurship at the UCT GSB. Impact funds –...

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...

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...

Graziadio School of Business and Management

Financial Management for the Family Office

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...

James Madison University

Certified Financial Planner CFP® Certification Education Program

A distinguishing feature of the James Madison University CFP® Certification Education Program Online is the ability to go beyond what you need to know for the CFP® Board Exam to what you need to know when you are face-to-face with clients. The Knowledge for the Real World curriculum is included...

Amsterdam Institute of Finance

Investing in Private Markets

Investing in Private Markets is a unique and accelerated training program for finance professionals looking to sharpen their knowledge or re-train to accompany the strong growth in private markets (from Infra to LBOs, via Real Estate). Asset management professionals, such as fund managers, will...

Cambridge Judge Business School Executive Education

The 21st Century Family Business

All organisations today face unprecedented challenges in terms of social, regulatory and environmental concerns. Family businesses are no different, and yet are in the unique position of being able to 'reinterpret' their traditional values to respond to these demands with agility and...

Harvard Business School

Families in Business

Silicon Valley Innovation Center

The Future of Investment and Wealth Management

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...

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...