Finance and Wealth Management

Accelerate your career by mastering multiple in-demand disciplines within the finance industry. This comprehensive, tailored learning journey takes you through six open-enrollment programs — each led by Wharton’s renowned Finance faculty. Upon completion, you will be granted highly sought-after Wharton alumni status.

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Invigorate, strengthen, and refine your leadership skills while elevating your management skills. Gain operational insight as you advance your business acumen with a focused curriculum that covers finance, leadership, marketing, and strategy. Accelerate your career while building an invaluable global network. Upon completion, you will be granted highly sought-after Wharton alumni status.

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Learn how your financial institution or firm can effectively manage risk in today’s uncertain economy. Discover whether it is more efficient to take on debt, offer equity, or do a combination of both when making capital structure decisions.

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Learn how to evaluate the financial implications of strategic business decisions through financial modeling. Become more effective at communicating the consequences of financial decisions to your organization’s key stakeholders.

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Learn how to use financial data to make more-informed business decisions and to evaluate your firm’s performance. Examine core concepts of finance and accounting in a straightforward, easy-to-grasp manner.

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Our interdisciplinary faculty and industry speakers help you select, assess, and evaluate potential opportunities. Examine acquisition strategy, valuation techniques, tax issues, due diligence, and post-acquisition integration.

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Successfully navigate your company toward revenue-producing growth while strengthening strategic, financial, marketing, and leadership initiatives. Leave with an immediately deployable and financially viable plan for scalable expansion.

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This program helps you refine your leadership style, communicate your financial knowledge to other leaders, and extend your influence across the organization. You will enhance your ability to impact your organization's strategy and value creation.

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Demystify the process of creating shareholder value; gain techniques to evaluate the financial impact and value of strategic decisions; and explore issues such as capital structures, diversification, and risk.

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Empower yourself with the insight you need to successfully navigate the fluctuating marketplace while confidently adding both domestic and global commercial real estate to your client’s or institution’s investment portfolio. Gain knowledge that helps you assess and mitigate risks and select the right investment partners.

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Learn how to assess the long-term value of and investment opportunities in companies that are financially distressed. Become knowledgeable about the integral roles that business managers, professional investors, and banking advisors can play in restructuring corporate debt.

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Fixed-income investing and risk management have become more important as near-zero interest rates fade into memory. Though the market presents challenges, these new fixed-income products offer an attractive opportunity for investment. Wharton Finance faculty and industry experts combine academic research with proven strategies to empower participants to engage in fixed-income investing and risk management.

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Learn how corporate boards and C-suite leadership prepare for activist campaigns directed at their company, and discover effective solutions for managing the process when it occurs. Develop the fundamentals for both value investing and value-based management.

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Develop investment portfolios that generate the highest return for your level of investment risk. This program provides a solid foundation for building optimal portfolios and effective tools for making better investments.

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Discover how to secure returns that outperform other asset classes by honing your expertise on private equity investments. Explore current strategies and leave with the ability to confidently evaluate, structure, and build profitable investments within the private equity space.

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This program will provide participants with a rigorous framework both to evaluate investment opportunities and to manage a multi-stage investment process in an innovative firm. Learn how to evaluate venture capital investment opportunities and do due diligence that will uncover pitfalls and mitigate risk.

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A historic intergenerational wealth transfer of $84 trillion is underway. This period presents a unique opportunity for wealth advisors to enhance services for family offices and ultra-high-net-worth clients. This program offers advanced strategies to manage financial assets while addressing diverse family needs, empowering advisors to capitalize on a growing market.

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Experience the rigorous Wharton wealth management curriculum in a confidential setting with other affluent families. High net-worth investors from more than 50 countries have attended this five-day program offered in conjunction with the Institute for Private Investors (IPI) since 1999.

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In a dynamic financial era, ultra-high-net-worth families must create enduring legacies. Establishing or joining a family office helps preserve and grow wealth while maintaining harmony. Wharton Family Office Program empowers families with critical knowledge on forming, operating, and managing family offices.

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The Asset and Portfolio Management Certificate Program is designed to help current and aspiring financial professionals employ the best practices when putting together an investment portfolio. You’ll learn about key terminology, investment products, and asset allocation strategies to maximize return on investments. Discover how to assess opportunities, diversify portfolios, and manage investment risk in this portfolio and asset management certificate online program.

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