Investment Courses
Offered in partnership with International Foundation of Employee Benefit Plans
The Wharton School's longstanding relationship with the International Foundation of Employee Benefit Plans brings prestige and excellence in education to you. Spanning over 30 years, the alliance has resulted in the distinguished Certified Employee Benefit Specialist (CEBS) designation, as well as high-quality investment courses:
- Portfolio Concepts and Management
This course lays the groundwork for the basic principles of portfolio theory and investment performance measurement, offering the practical tools and experiences needed to make sound investment management decisions. Portfolio Concepts is a 3½-day course with lecture and discussion sessions, problem-solving exercises and small group breakout sessions.
- Advanced Investments Management
Advanced Investments is designed for individuals who have a solid grasp in investment management fundamentals and seek to learn more. This course is designed to build upon participants' existing knowledge base and experience through formal instruction, an interactive case study and small group work over an intensive 3½ days.
- International Investing and Emerging Markets
This course will provide the tools to assist you in formulating global investment policies and managing your international investment portfolio. During the 2 ½ day program you will also learn about the opportunities and corresponding risks presented by emerging markets.
- Hedge Funds, Real Estate and Other Alternative Investments
This program covers the current intricacies of the real estate and hedge fund markets from distinguishing types of real estate private equity investment strategies to examining performance history and correlation of alternative investments within the overall portfolio.
For more information about these Investment courses, please contact the person listed below, or visit the International Foundation website.
Contact: Tiffany Ulbing, at 262.373.7652 or via e-mail at tiffanyu@ifebp.org.
(For further information regarding CEBS please contact 262.786.6710, option 3)
