Finance & Wealth Management

Wharton was the best choice for my career goals — it’s already building the foundation for me to advance and hopefully realize my ambition to lead a company as CFO one day.”
— R. Adam Lee, Director of Finance, L-3 Communications

Wharton is renowned for its expertise in finance education. We understand the intricacies and implications that affect corporate finance, portfolio management, and international finance. Our programs are rigorous and designed for a high level of engagement with our world-class faculty.

Professor Michael R. Roberts on Wharton’s reputation as a leader in finance education


Advanced Finance Program

 | Philadelphia, PA

Acquire the finance skills necessary to remain at the leading edge of success in numerous professions with this program that covers a comprehensive range of finance disciplines.Earn Wharton alumni status upon completion of six open-enrollment Finance programs. Some restrictions will apply.


Assessing Commercial Real Estate Investments and Markets

December 3 - 6, 2018 | Philadelphia, PA

Discover how to add commercial real estate to your client’s or institution’s diversified investment portfolio. Become more discerning evaluators of real estate investment partners and opportunities in the U.S. and globally.

Certified Investment Management Analyst® (CIMA®) Certification

January 28 - February 1, 2019 | Philadelphia, PA

The CIMA® certification is the only credential designed specifically for the financial professional who wants to attain a level of competency as an advanced investment consultant. In partnership with the Investments & Wealth Institute™, Wharton offers an intensive educational component of the program to prepare participants for the Certification Examination.


Client Psychology

April 1 - 3, 2019 | Philadelphia, PA

Develop a more effective client-centered practice by drawing heavily on advances in psychology, behavioral finance, evidence-based decision making and the human sciences to better understand the biases, behaviors, and perceptions that impact client decision-making and financial well-being.

Corporate Valuation

January 28 - February 1, 2019 | Philadelphia, PA

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.

Finance and Accounting for the Non-Financial Manager

October 29 - November 2, 2018 | Philadelphia, PA

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

General Management Program

 | Philadelphia, PA

Enhance your leadership skills and advance your business acumen with a focused curriculum that covers finance, leadership, marketing, and strategy. Earn Wharton alumni status upon completion of six open-enrollment programs. Some restrictions will apply.

Investment Strategies and Portfolio Management

October 22 - 26, 2018 | Philadelphia, PA

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.

Mergers and Acquisitions

January 20 - 25, 2019 | Philadelphia, PA

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.

Pricing Strategies: Measuring, Capturing, and Retaining Value

July 22 - 25, 2019 | Philadelphia, PA

Gain new approaches for achieving maximum value and increasing your firm's bottom line. In this program, you'll learn about the specific challenges facing various industries, including pricing new products, short lifecycle products, dynamic pricing, and bundling products and services.

Private Equity: Investing and Creating Value

October 29 - November 2, 2018 | Philadelphia, PA

Gain exposure to the strategies that private equity firms use to structure and finance a deal and create value for their investors. Understand the key drivers in private equity and gain confidence in evaluating investment opportunities.

Private Wealth Management Program

May 5 - 10, 2019 | Philadelphia, PA

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.

RMA/Wharton Advanced Risk Management Program

May 5 - 11, 2019 | Philadelphia, PA

This program provides executives in banking and related fields with analytical frameworks, strategies, and resources for measuring, managing, and monitoring risk.


Scaling Ventures: Developing the Playbook for Profitable Growth

December 9 - 13, 2018 | San Francisco, CA

Resolve the key challenges companies face when trying to grow rapidly as they transition from tactical, short-term thinking to a long-term focused vision. Learn how to move beyond the startup phase to create a large enterprise of tremendous value.

The CFO: Becoming a Strategic Partner

April 15 - 19, 2019 | Philadelphia, PA

This program helps you refine your leadership style, communicate your financial knowledge to other leaders, and make a greater contribution to strategy development and value creation in your organization.


Value Creation and Growth through Innovative Corporate Finance

November 12 - 16, 2018 | Philadelphia, PA

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.


Venture Capital

December 9 - 13, 2018 | San Francisco, CA

Learn how to evaluate venture capital investment opportunities and do due diligence that will uncover pitfalls and mitigate risk.

Wharton Finance for Executives

February 18 - 22, 2019 | Philadelphia, PA

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.

Open Enrollment Program Finder