Strategic Wealth ManagerNEW

Requirements: Applicants should have fluency in written and spoken English. International exposure is preferred.

Strategic Wealth Manager

In today’s global financial landscape, the role of wealth management and investment professionals has expanded way beyond portfolio diversification and asset management. Clients now need their advisors to have a strategic mindset and a deep understanding of all financial instruments to navigate and thrive in volatile challenges, such as overwhelming financial data, fintech disruption, and global banking.

The Strategic Wealth Manager Program enables participants to deepen their understanding of global financial markets, core areas of wealth management, diverse asset classes, and investment strategies. With key learnings from the program and access to renowned Columbia Business School faculty and a global network of peers, participants will be able to better leverage the markets to effectively deliver on client needs, better evaluate their risk profiles, and help them meet their investment goals.

Please contact our partners at Emeritus at columbia_swm@emeritus.org or +1 567-587-1669 for a personal conversation to learn more.

Delivered in collaboration with
Emeritus

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

SOURCE: GLOBAL WEALTH REPORT [1]

SOURCE: EY [2]

The Strategic Wealth Manager Program will enable you to:

Deepen your understanding of capital markets, asset classes, pitfalls of leverage and shorting, and financial and economic databases
Examine stock return predictability and analyze the correlation between bonds and stocks
Combine your understanding of risk and return measurement in useful heuristics for portfolio formation
Identify and apply a variety of methods to successfully develop your business and maintain client retention
Develop a comprehensive capstone project that unifies and illustrates your knowledge of the program curriculum

FLEXIBLE LEARNING JOURNEY
Balance learning with your busy work schedule by dedicating just three to five hours each week toward program sessions and learning activities.
GLOBAL PEER GROUP
Interact with high-achieving peer executives from around the globe and build your network of leaders.
WEEKLY LIVE SESSIONS
Experience live online sessions with the program leader as well as periodic guest lectures from faculty and industry leaders.
CAPSTONE PROJECT
Work on a capstone project to refine your skills by applying program learnings to a challenge and drive immediate on-the-job impact in your organization.

WORLD-RENOWNED FACULTY
Learn from preeminent Columbia Business School faculty who are recognized leaders in their fields, thought leaders, and industry practitioners to gain in-depth insights.
SUCCESS COACH
Craft your learning journey in line with your career goals with a success coach assigned to your cohort.
CIBE HOLDER BENEFITS
Upon completion of the program, you will receive a certificate of participation from Columbia Business School Executive Education. This certificate also awards nine credits towards the Certificate in Business Excellence, which grants select alumni and tuition benefits.

The Strategic Wealth Manager Program features three core modules that will equip you with the tools and frameworks to understand your clients’ investment needs and develop value propositions customized to their risk profiles and investment goals.

Core Modules
Capstone Project

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

The Strategic Wealth Manager Program is designed for investment advisory professionals seeking career advancement as well as for consultants looking to advance their knowledge and expertise in wealth management. It is ideal for retail banking professionals seeking to build skills in wealth management and high-net-worth client advisory. It is also relevant for individuals interested in improving their own portfolio performance and better managing their wealth.

Participants should have: