Rigor for Shifting Markets Wharton Investment and Wealth Management Programs When the path forward is uncertain, precision matters. Wharton’s Investment and Wealth Management Programs are designed for finance professionals and investors who make high-stakes decisions where the margin for error is low. From capital strategy and valuation to market dynamics and portfolio growth, these programs deliver sharper insights, stronger decisions, and smarter deployment of capital. At Wharton, it’s not just about learning finance — it’s about mastering how to use it when it matters most. NEW Owner/President/CEO Program 3 In Person Modules | +4 Electives Learn More » NEW Fixed Income and Credit Market Investing Apr. 13 – 17, 2026 | Philadelphia, PA Learn More » Distressed Asset Investing and Corporate Restructuring Aug. 17 – 21, 2026 | Philadelphia, PA Learn More » Private Equity: Investing and Creating Value Sep. 20 – 25, 2026 | Philadelphia, PA Learn More » NEW Family Wealth Management: Advanced Financial Strategies Oct. 5 – 9, 2026 | Philadelphia, PA Learn More » Investment Strategies and Portfolio Management Oct. 19 – 23, 2026 | Philadelphia, PA Learn More » Venture Capital Nov. 8 – 13, 2026 | Philadelphia, PA Learn More » Assessing Commercial Real Estate Investments and Markets Dec. 8 – 11, 2026 | Philadelphia, PA Learn More » Asset and Portfolio Management Certificate Self-Paced Online Learn More » View All Programs Download our catalog Custom and Group Solutions As your partner, we’ll work together to design a program specifically for your executive learners, wherever they are, with content grounded in your organization’s strategy. View Custom Solutions » Request a Consult Please contact a dedicated member of our Client Relations team who can answer any questions and provide you with a personalized consultation. +1.215.898.1776 or email.
