Program Calendar

Download Program Calendar
Find the program that meets your needs.

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Alumni Status

Upon successful completion of select programs. Learn more »



Program Calendar

Download Program Calendar
Find the program that meets your needs.

Download PDF


Alumni Status

Upon successful completion of select programs. Learn more »

Advanced Corporate Finance

November 2 – 6, 2020LIVE Virtual$5,500

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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Advanced Finance Program

Flexible Learning JourneyPhiladelphia, PA$69,000

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 in the Era of COVID-19

September 28 – October 2, 2020LIVE Virtual$5,500

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

October 26 – November 6, 2020LIVE Virtual$4,850

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

November 10 – December 3, 2020LIVE Virtual$1,995

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. (This program consists of two distinct modules covering different content. Participants can take either Module 1, Module 2, or both.)

Corporate Valuation

January 25 – 29, 2021Philadelphia, PA$11,280

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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Distressed Asset Investing and Corporate Restructuring

October 20 – 30, 2020LIVE Virtual$7,500

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.

Finance and Accounting for the Non-Financial Manager

November 9 – 13, 2020LIVE Virtual$5,500

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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General Management Program

Flexible Learning JourneyPhiladelphia, PA$69,000

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

November 16 – 20, 2020LIVE Virtual$6,500

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 17 – 22, 2021Philadelphia, PA$14,370

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 19 – 22, 2021Philadelphia, PA$9,375

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

February 8 – 18, 2021LIVE Virtual$9,650

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

RMA/Wharton Advanced Risk Management Program

May 2 – 8, 2021Philadelphia, PA$28,750

This program introduces the latest thinking around risk, including, macroeconomic drivers, and equips you with tools to evaluate your exposure. Learn analytical frameworks, strategies, and resources for measuring, managing, and monitoring risk.

Scaling Ventures: Developing the Playbook for Profitable Growth

October 26 – 30, 2020LIVE Virtual$5,500

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

October 26 – 30, 2020LIVE Virtual$6,500

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.

Venture Capital

January 4 – 15, 2021LIVE Virtual$9,850

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.

Wharton Finance for Executives

March 1 – 5, 2021Philadelphia, PA$11,280

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.

Wharton on the Markets

January 11 – March 29, 2021LIVE Virtual$1,575Offered 12 consecutive Mondays

Tremendous volatility in the financial markets has raised anxiety levels among both institutional and individual investors alike. Gain clarity and insight on how to view the investment horizon in the coming months. Wharton Finance faculty discusses topics from investing in stocks and bonds to alternative investments in real estate and private equity.

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