Strategic Wealth ManagerNEW

Date(s)
June 18–November 26, 2024
Cost
$12,000
CIBE Credits
9
Format
Online
Location
Online
Requirements
Applicants should have fluency in written and spoken English. International exposure is preferred.
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Strategic Wealth Manager


Date(s)
June 18–November 26, 2024
Cost
$12,000
CIBE Credits
9
Format
Online
Location
Online

Overview

more global clients will work with independent financial advisors in the next three years [2]
18%
projected rise in global wealth by 2027 [1]
USD 629 trillion

Impact

Highlights

Program Structure

Investment Strategies

As a wealth management advisor, your clientele will bank on you to understand and help achieve their investment needs. The modules in this section will take you through various financial instruments and how they can be used to attain your client’s investment goals.

  • Introduction to Markets, Shorting, and Leverage 
  • Major Asset Classes and Historical Performance 
  • Measuring and Evaluating Investment Risk
  • Fixed Income: Bonds and the Yield Curve 
  • Fixed Income 2: The Federal Reserve (Fed) and the Yield Curve
  • Fixed Income 3: Interest Rate and Credit Risk
  • Stock Valuation
  • Interpreting Stock Valuations
  • Market Risk Premium
  • Stock Return Patterns – Part 1
  • Stock Return Patterns – Part 2

Asset Allocation and Portfolio Management

Building unique and profitable portfolios requires an in-depth knowledge of the market. In this section, you will learn how to examine and critique existing finance theories, assess risk, and consider various options to develop highly effective strategies that perform well in a volatile market.

  • Market Efficiency and Behavioral Finance
  • Portfolio Considerations
  • Practical Portfolio Construction
  • Options and Derivative Securities
  • Alternative Asset Classes – Beyond Stocks and Bond

Trusted Client Advisory

Learn how to build trust and foster lasting relationships with your clients based on excellent portfolio performance.

  • Consultative Selling
  • Converging Selling Model

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

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Certificate

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