Date, Location, & Fees
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
Financial planners, investment advisors, brokers, CFP® professionals, and those on their way to obtaining CFP® certification
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
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New dates coming soon
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.
Financial professionals that have already submitted an application to the Investments & Wealth Institute®
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.
Investment professionals and service providers, including portfolio managers, analysts, and insurance and commercial bank executives
Jules van Binsbergen, PhDThe Nippon Life Professor in Finance; Professor of Finance, The Wharton School
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Schedule a personalized consultation to discuss your professional goals: