Date, Location, & Fees

Jul. 18 – Aug. 11, 2022
Live Online
$2,495
3:00 p.m. to 5:00 p.m. EDT
Kickoff: Monday July 18, 2022
1:30 p.m. to 3:30 p.m. EDT
Tuesdays and Thursdays
for four weeks

Description

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.

Highlights & Benefits

  • Adapt to disruptive change in the financial planning industry by becoming more client-centered
  • Gain skills that will help your clients achieve better outcomes
  • Continuing education credit available

Audience

Financial planners, investment advisors, brokers, CFP® professionals, and those on their way to obtaining CFP® certification

Academic Director

Christopher Geczy, PhDAdjunct Professor of Finance; Academic Director, Wharton Wealth Management Initiative; Academic Director, Jacobs Levy Equity Management Center for Quantitative Financial Research, The Wharton School

Date, Location, & Fees

New dates coming soon

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. 10 – 14, 2022
Philadelphia, PA
$11,850
Apr. 17 – 21, 2023
Philadelphia, PA
$12,500

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



Contact Us

Schedule a personalized consultation to discuss your professional goals:

 +1.215.898.1776 execed@wharton.upenn.edu