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
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...
Sep 5—9, 2021
IMD Executive Education
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...
May 26—28, 2021
3 days in Lausanne, Switzerland
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
3 days in Malibu, California, United States
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—27, 2021
2 days in Chicago, Illinois, United States
Wits Business School
Do you work, or have an interest in, the field of philanthropy in Africa? Do you wish to develop your expertise and deepen your understanding of managing philanthropy foundations, performance measurement and reporting? Explore philanthropy and social investment at an advanced level with...
Jun 14—Jul 24, 2021
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
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...
Booth School of Business
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...
Jun 14—25, 2021
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...
Nov 1—5, 2021
1 day in Oxford, United Kingdom
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...
Jul 8, 2021