Wealth Management in Practice
| Apply Online |
8−13 June 2008
Wharton’s Philadelphia Campus – Steinberg Conference Center
Philadelphia, Pennsylvania, USA
About the Program
The recent surge of global wealth management has increased the demands placed on wealth managers and has created a need for them to augment their skill set. This unique program — offered for the first time by CFA Institute and the Wharton School — provides a practical framework for building a wealth management business that meets the increasingly complex and ever-changing needs of clients.
Designed specifically for the experienced investment professional with a firm grounding in traditional portfolio management, this five-day program equips participants with the tools and techniques necessary to build a successful private wealth management practice. Led by Wharton faculty, participants will discuss and examine topical issues through interactive case studies, thoughtful discussions, and lectures.
| Earn 35 CE credits / Get credit for other designations |
| About the Wharton School |
| Read the press release |
| Questions? E-mail programs@cfainstitute.org |
Topics
- Effective client communication
- Behavioral finance
- Asset allocation and implementation for private clients
- Alternative investments
- Building your practice in volatile times
- Global tax and estate considerations