Best online executive courses in Private Wealth

Graziadio School of Business and Management

1,499 USD

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...

Oct 5—7, 2020

Online course

1,499 USD

IFF Training

2,873 USD

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...

Oct 12—13, 2020

Online course

2,873 USD

IFF Training

3,447 USD

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 21, 2020—Jan 27, 2021

Online course

3,447 USD

Yale School of Management

7,390 USD

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...

On demand

Online course

7,390 USD

Fitch Learning

1,191 USD

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...

Nov 9, 2020

Online course

1,191 USD

IFF Training

3,767 USD

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...

Oct 21, 2020—Feb 24, 2021

Online course

3,767 USD

Harvard Business School

5,000 USD

Schulich Executive Learning Centre

2,535 USD

Accelerate your knowledge of the rapidly changing financial services eco-system to mitigate threats, safeguard your organization’s future and capitalize on emerging opportunities. FinTech, since its inception, has been a disruptive force in the financial services sector. More than $5B in capital...

Nov 4—6, 2020

Online course

2,535 USD

The Wharton School

1,995 USD

Technology, regulation, and competition have radically disrupted financial planning and the relationship between advisor and client. While fintech and quantitative forces may increasingly be involved in the selection of investments, clients still crave the human hand of a financial advisor who...

Nov 10—Dec 3, 2020

Online course

1,995 USD