Strategic Wealth Manager Program

Excel as a Trusted Investment Advisor

The Strategic Wealth Manager Program from Columbia Business School Executive Education prepares financial advisors to excel in today’s economic environment. The 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, access to renowned Columbia Business School faculty, and a global network of peers, participants will be able to effectively understand client needs, better evaluate their risk profiles, and help them meet their investment goals.

FPA Advantage

Cultivate a Strategic Financial Mindset

The flexible format of the Strategic Wealth Manager Program enables participants to craft the program based on their learning goals - with a world-class curriculum, experiential sessions, and the opportunity to meet with faculty and practitioners.

Adapt

Be the architect of your own learning journey. Experience an adaptive journey that enables flexible learning, personal interactions, and deeper immersion into key topics — all at your own pace.

Communicate

Exchange insights with accomplished peers from around the world, interact with industry practitioners to gain new insights, and learn from expert faculty to develop a holistic understanding.

Transform

Acquire strong theoretical knowledge as well as hands-on experience, allowing you to devise solutions to real-world challenges with a strong emphasis on implementation.

Benefits

The Strategic Wealth Manager Program will enable participants to:

• Deepen their 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