Strategic Wealth ManagerNEW

Date(s)
May 14, 2024–May 14, 2025
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.
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Strategic Wealth Manager


Date(s)
May 14, 2024–May 14, 2025
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

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Certificate

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