Date, Location, & Fees

Oct. 18 – Nov. 1, 2021
Live Online
$4,850
9:00 a.m. to 12:15 p.m. EDT
5:00 p.m. to 7:00 p.m. EDT
Exam on final day, 11:00 a.m. to 3:00 p.m. EDT
Jan. 24 – Feb. 7, 2022
Live Online
$4,850
9:00 a.m. to 12:15 p.m. EST
5:00 p.m. to 7:00 p.m. EST
Exam on final day, 11:00 a.m. to 3:00 p.m. EST

Description

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.

Highlights & Benefits

  • Prepare for CIMA® certification — recognized by the financial services industry as the standard for advanced investment consulting
  • Earn a respected credential that communicates to clients a high level of investment expertise

Audience

Financial professionals that have already submitted an application to the Investments & Wealth Institute®

Academic Director

N/A

Date, Location, & Fees

Oct. 11 – 15, 2021
Philadelphia, PA
$11,280
Apr. 4 – 8, 2022
Live Online
$8,500
10:00 a.m. to 3:00 p.m. EDT

Description

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.

Highlights & Benefits

  • Improve your ability to measure investment performance
  • Learn new asset allocation tools
  • Recognize when to choose active managers versus passive investments
  • Understand the opportunities and risks of bonds, hedge funds, private equity, real estate, international markets, and derivatives

Audience

Investment professionals and service providers, including portfolio managers, analysts, and insurance and commercial bank executives

Academic Director

Jules van Binsbergen, PhDThe Nippon Life Professor in Finance; Professor of Finance, The Wharton School

Date, Location, & Fees

Flexible Learning Journey
Online + On Campus
$69,000

Description

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.

Highlights & Benefits

  • Complete six open-enrollment Finance programs within two years
  • Executive coaching included
  • Achieve Wharton alumni status

Audience

Senior-level executives and high-potential professionals who wish to accelerate their career development in the area of modern finance.

Academic Director

N/A



Contact Us

Schedule a personalized consultation to discuss your professional goals:

 +1.215.898.1776 execed@wharton.upenn.edu