Strategic Wealth ManagerNEW

Select
Date(s)
October 24, 2023–October 23, 2024
Cost
$20,000
CIBE Credits
13
Format
Modular, Blended
Location
Online Sessions and In Person Networking
Requirements
Applicants should have fluency in written and spoken English. International exposure is preferred.

Strategic Wealth Manager


Select
Date(s)
October 24, 2023–October 23, 2024
Cost
$20,000
CIBE Credits
13
Format
Modular, Blended
Location
Online Sessions and In Person Networking

Highlights

Program Structure

Investment Strategies

  • Introduction to Financial Markets
  • Major Asset Classes and Historical Performance
  • Measuring and Evaluating Risk
  • Fixed Income and Implications for Asset Allocation
  • Understanding and Monitoring Corporate Leverage
  • Drivers of Interest Rates and the Fed
  • Stocks: Valuation and Investment Strategies
  • Option Basics
  • Alternative Asset Classes: Hedge Funds, Private Equity, Real Estate, and Bitcoin

Asset Allocation and Portfolio Management

  • Behavioral Finance and Market Efficiency
  • Practical Portfolio Construction
  • Portfolio Risk Management
  • Life Cycle Investing
  • What to Include in Your Client Portfolio
  • Wealth Management Ecosystem

Trusted Client Advisory

  • Understanding Your Clients’ Needs
  • Building Trusted Client Relationships
  • Client Retention and Key Account Management
  • The Value Pyramid: Becoming a Strategic Advisor

Participant Profile

Faculty

Harry Mamaysky

Harry Mamaysky

Professor of Professional Practice in the Faculty of Business

Faculty Director
Eric Baron

Eric Baron

Adjunct Professor of Business

More Finance & Investing Programs

Real Estate Investing

3 CIBE Credits

ESG Investing (Online): Building and Managing a Sustainable Global PortfolioNEW

2 CIBE Credits

Venture Capital: Investing in Early-Stage Startups

3 CIBE Credits

Finance and Accounting for the Nonfinancial Professional (Online): For Federal Government Employees

1 CIBE Credits

Sign Up for Email Alerts

Sign up for program updates and content relevant to today's business leaders from Columbia Business School Executive Education.