Custom Solutions for Organizations Our Approach The Learning Experience Blended Learning Solutions for Organizations Wharton Expertise Consumer Products and Retail Energy & Transportation Health Care and Pharmaceuticals Financial Services Manufacturing and Industrials Professional Services Technology and Communications Comprehensive Executive Programs Finance and Value Creation Leadership Development Marketing and Analytics Strategy and Innovation Our Clients Client Successes Accelerated Development for High-Potential Talents: Siam Cement Group Accelerating Growth through Customer Centricity: SunTrust Achieving Global Growth in Financial Services: CTBC Bank Agility in Tough Times: Santander Cultivating Relationship-Driven Wealth Management Leaders: Citi Delivering Superb Education in the Midst of a Global Crisis: The Wharton – Nanyang Business School Partnership Driving Innovation and Profits: The Philips Octagon Program Educating Financial Leaders for a Rapidly Changing Industry: ABA Stonier Elevating Excellence: Wharton’s Google Marketing Academy Shapes the Next Generation of Marketing Leaders Estée Lauder: The Impact of Deep Faculty Engagement Knowledge for Innovation and Sustainability: The Royal DSM Program Merck Global Human Health Executive Development Program Seeding the Next Generation of Leaders: FINRA Strengthening Social-Oriented Leaders: Women’s World Banking (WWB) Turning Finance Managers into Strategic Business Partners Turning Local Managers into Global Leaders: Braskem Group Enrollment Financial Services Custom Programs for Your Team The Wharton School is synonymous with finance. From modern portfolio theory to asset-pricing techniques, Wharton’s faculty have remained at the forefront of educating leaders in the financial-services industry. With business decisions driven increasingly by financials — and having a good grasp of finance — developing the finance leaders within your organizational ranks is a sound, strategic investment that will pay future dividends. At Wharton Executive Education, we design and deliver programs that help financial and professional-services firms rise to today’s most pressing challenges, such as governmental/regulatory changes, mobile banking technology, new pricing models, and the growing shift from a product-driven approach to a more customer-centric focus. We understand how increased competitiveness in the financial sector, combined with more stringent regulatory-reserve requirements, has heightened global demand for developing employee capabilities. Download our brochure to learn more +1.215.898.1776 • Email Download PDF Strategic Focus We can design programs for your executives that will help them understand the impact of financial data on business decisions in the following areas: Corporate and Retail Banking Insurance Risk Management Wealth Management and Financial Planning Private Equity Alternative Investments Real Estate Thought Leadership and Solutions We have partnered with a range of world-class companies and organizations to create transformative executive education experiences. Resulting programs leverage the vast resources, such as the research centers of the Wharton School and the University of Pennsylvania, to showcase powerful thought leadership, and provide solutions that can be implemented immediately. Below are examples of custom executive education solutions: CitiThe Citi | Wharton Global Wealth Institute is a results-driven educational program that focuses on developing leadership and communication skills among the financial-services firm’s relationship-manager corps. The program is designed to help Citi’s highest-performing employees maximize their client relationships in the highly competitive private-wealth category. FINRAOver the course of a decade, two Wharton programs developed for FINRA have created a community of executive learners that has transformed the culture of this independent, not-for-profit organization authorized by Congress to protect America’s investors. Since 2008, 72 executives have graduated from the Wharton/FINRA programs and have been promoted, some earning multiple promotions. Wharton Research Centers Jacobs Levy Equity Management Center for Quantitative Financial Research Risk Management and Decision Processes Center Rodney L. White Center for Financial Research Wharton Customer Analytics Initiative (WCAI) Client Perspective Wharton’s programs foster relationships that are effective on a personal and a business level. We see this by the amount of knowledge sharing and genuine caring by program participants to help each other find an answer — it’s seeding the next generation of leaders.” Show More Less Arlene Sha Director of Training and Development, Human Resources, FINRAFacultyRaphael Amit, PhDSee Faculty BioMarie and Joseph Melone Professor; Professor of Management, The Wharton SchoolResearch Interests: Entrepreneurship, family business, venture-capital financingChristopher Geczy, PhDSee Faculty BioAdjunct Professor of Finance; Academic Director, Wharton Wealth Management Initiative; Academic Director, Jacobs Levy Equity Management Center for Quantitative Financial Research, The Wharton SchoolRichard Herring, PhDSee Faculty BioJacob Safra Professor of International Banking; Professor of Finance, The Wharton SchoolResearch Interests: International banking, international finance, money and bankingRichard C. Marston, PhDSee Faculty BioJames R. F. Guy Professor Emeritus of Finance, The Wharton SchoolResearch Interests: Foreign exchange risk management, international asset pricing, international investmentsMichael Roberts, PhDSee Faculty BioWilliam H. Lawrence Professor; Professor of Finance, The Wharton SchoolResearch Interests: Applied econometrics, corporate investment, capital structureContact us to learn more about a partnership with Wharton. +1.215.898.1776 customprograms@wharton.upenn.edu Request Consult
