Best executive courses in Private Wealth

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...

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...

Kellogg School of Management

The Single Family Office

How can you align the goals of the family office with the goals of its clients and stakeholders? How can your office develop and promote your client’s trust in the family office? What is the best approach to challenging conversations with family stakeholders around wealth management, governance...

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...

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...

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...

Sloan School of Management

Founder to Family: Sustaining Family Business Success

Columbia Business School

Executive Access: Wealth Planning Essentials

IFF Training

The Mechanics of Fintech and Artificial Intelligence

There is no question the future of banking is digital in this highly competitive and fast-moving environment. Despite the complex processes, heavy compliance burdens as well as richness in data, there is no reason why your organisation can’t commercialise the rewards of FinTech and artificial...