Investment Management Program

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Course Dates


March 7, 2022

Course Duration


9 Months
Online and In Person

Course Duration



Program Overview

The Investment Management Program from Columbia Business School Executive Education prepares financial advisory and wealth management professionals to meet the demands of today’s clients and the industry. The program enables participants to deepen their understanding of global financial markets, core areas of wealth management, diverse asset classes, and investment strategies and effectively develop value propositions toward their clients’ investment planning. Participants enhance their skills to effectively understand client needs, better evaluate their risk profiles, and help them meet their investment goals.

Over a nine-month immersive learning journey taught by Ivy League faculty and industry experts, the program offers cutting-edge insights, practical knowledge, and skills to create robust investment portfolios and enhance client relationships. The flexible format enables participants to craft the program based on their learning goals — with an immersive core curriculum to broaden their skill sets and a choice of online and on-campus electives to further deepen their expertise. In addition to rich networking opportunities with a diverse peer group and practitioners during the program, participants receive select Columbia Business School alumni benefits upon program completion.

Learning Outcomes

  • 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

Program Highlights

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Core Curriculum

Kick-start your program journey with 19 weeks of online learning, imparting essential skills for a wealth management role.

Peer Learning

Learn from high-achieving peers from around the globe and build your network.

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Success Coach

You will be assigned a success coach who will help craft your learning journey through regular one-on-one check-in sessions.

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Capstone Project

Apply your learning toward developing a comprehensive financial plan for clients as well as an action plan for building client accounts.

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Practitioner Insights

Interact with faculty and industry experts during the program to gain actionable insights and to implement learning into practice.

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Select Alumni Benefits

Receive select Columbia Business School alumni benefits upon completion of the program and become part of a distinguished global community.

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Flexible Learning Journey

Customize your program experience by selecting from a range of topical electives and gain skill sets specific to your career goals.

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Epicenter of Financial Services

Learn from the global hub of investment advisory through Columbia's Ivy League faculty and an incredible ecosystem of practitioners and thought leaders in New York City.

Program Curriculum

The Investment Management Program is a nine-month immersive learning journey that will prepare you to meet the disruptive challenges of today’s industry and the evolving demands of your clientele. The curriculum explores the essential skills needed to become a trusted financial advisor for clients, to effectively manage their investment life cycles, and to help build a thriving client portfolio. Apart from cutting-edge expertise from Columbia’s Ivy League faculty, participants will interact with practitioners in financial advisory and wealth management firms. The program culminates with a three-day in-person immersion where you will get an opportunity to network with faculty and fellow peers as well as senior practitioners and experts from the financial advisory and wealth management industries.

  • The Investment Management 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. You will explore the impact of various asset classes, investment strategies, risk management, and asset allocation and gain hands-on experience in managing portfolios to suit client needs. The program will also sharpen your client management skills and provide you with strategies to expand your client base.

    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

    Note: Session topics are subject to change.

  • Upon completing the core sessions, and based on the interactions with your success coach, you will select two areas of further specialization through relevant electives. These are designed to enhance your skill sets across diverse avenues of wealth management and client advisory practice. Each elective is taught over six weeks. The choice of electives includes:

    • Digital Investing
    • Real Estate Investing
    • Fixed Income and Credit Markets
    • Marketing and Business Development in Financial Services
    • Behavioral Finance

    Note: Electives are subject to change.

  • Select one elective from relevant specializations that will enhance your understanding of different investment vehicles and help you to create robust investment portfolios. These electives are designed to provide you with the right tools to make better investment decisions, lead financial strategy, and drive change in a volatile business environment. You can choose between engaging live online learning with Columbia Business School faculty or complete the elective during an intensive five-day in-person immersion. Some examples of electives are:

    • Financial Analysis and Valuation
    • Corporate Governance Program: Developing Exceptional Board Leaders
    • Deal Camp: Preparing for Private Equity
    • Venture Capital: Investing in Early-Stage Startups
    • Real Estate Investing
    • Value Investing
    • Mergers and Acquisitions

    Note: Electives are subject to change.

  • *This event will occur annually in New York City upon the completion of every fourth cohort of this program.

Meet the Faculty

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Harry Mamaysky

Faculty Director

Harry Mamaysky teaches capital markets and asset pricing to MBA, Master’s, and PhD students as well as in Executive Education programs. He teaches students on the use of text data in finance and corporate bonds. His research focuses on equity, exchange rates, volatility, credit markets, the role of information in the trading process, and market microstructure. Mamaysky has consulted for a quantitative investment firm and for a nationally recognized statistical rating organization. Prior to his return to academia, Mamaysky founded the Systemic Risk Group at Citigroup and served as a member of the firm’s Risk Executive Committee. He has held portfolio management positions with Citi Principal Strategies, Old Lane, and Morgan Stanley. Mamaysky joined Columbia Business School in 2015.

Profile picture of professor Eric Baron

Eric Baron

Adjunct Professor of Business

Eric Baron has been researching the sales process and how it relates to problem solving for the last 20 years. Much of what he has learned is included in his book, Selling Is a Team Sport. He has published many articles and white papers that address this subject. He is also interested in sales management principles and his next book, currently in the draft stage, focuses on the importance of coaching as a critical skill for sales managers.

Certificate in Business Excellence

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Certificate in Business Excellence

Upon completion of the Investment Management Program, participants are awarded the Certificate in Business Excellence from Columbia Business School Executive Education. The certificate is a recognition of their achievement and the investment they and their organization have made in their education and development.

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Please note that participants must complete all modules of the program (online, in person or live online, inter-module) to receive the Certificate in Business Excellence.

Select Alumni Benefits

  • Access to Columbia Business School Alumni Career Services resources, including unique career content, a job board, an online networking platform, the alumni directory, and more
  • Invitations to alumni events and programs around the world
  • Eligibility to join Columbia Business School alumni clubs
  • Global networking opportunities
  • A 25 percent tuition benefit for you and up to four colleagues each year for full-price Executive Education in-person programs lasting up to seven days and all full-price online programs
  • Lifetime Columbia Business School forwarding email address
  • Subscription to our alumni publication Columbia Business

Participant Profile

The Investment Management 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:

  • Fluency in written and spoken English
  • International exposure (preferred)

Application Details

Round 1


Round 2


Apply Now

Early registrations are encouraged. Seats fill up quickly!