Wealth Management in Practice
| Apply Online |
18−22 January 2009
Wharton’s Philadelphia Campus – Steinberg Conference Center
Philadelphia, Pennsylvania, USA
About the Program
The Wealth Management in Practice program offers the most advanced thinking about private wealth management with a comprehensive overview of the fundamentals of the modern practice and access to the advanced thinking of one of the world's leading faculties in finance. Based on best practices and the newest wealth management research, the program draws on the CFA Institute Private Wealth Management Body of Knowledge by applying practical techniques and the experience of current practitioners towards building and enhancing private wealth management.
Participants join other professionals in active discussions, workshops, and case studies in which current wealth management issues are tackled. Concepts developed during plenary sessions are applied in small work groups that draw on the collective experience of high-level global professionals and the guidance of expert practitioners and speakers.
| Download the Wealth Management in Practice brochure (PDF) |
| Read a Wharton@Work article (PDF) about this program |
| Earn 35 CE credits / Get credit for other designations |
| About the Wharton School |
| This seminar will also take place 14−18 June 2009 |
Topics
- Effective client communication
- Behavioral finance
- Asset allocation and implementation for private clients
- Alternative investments
- Building your practice in volatile times
- Global tax and estate considerations