How can we help you?
- Analyze individual requirements
- Provide relevant program recommendations
For corporate customers
- Development of a customized program
- Selection of educators with online teaching experience
- Deployment of a customized LMS
Graziadio School of Business and Management
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...
Nov 1—3, 2021
Oxford Management Centre
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...
Feb 27—Mar 3, 2022
Kellogg School of Management
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...
Oct 26—28, 2021
3 days in Chicago, Illinois, United States
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...
Oct 27, 2021—Feb 1, 2022
Silicon Valley Innovation Center
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...
Sep 20—24, 2021
Yale School of Management
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...
Said Business School
Apply new strategic thinking to real estate investments and businesses Real estate makes up around 50% of the world's assets and it is crucial to the success of global economies and societies. In the turbulent global financial markets, an understanding of real estate is vital for senior...
Mar 28—Apr 1, 2022
1 day in Oxford, United Kingdom
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...
Nov 10, 2021—Mar 16, 2022
Booth School of Business
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 18—22, 2021
5 days in Chicago, Illinois, United States
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...
Sep 30, 2021