Strategic Wealth Manager Program

Excel as a Trusted Investment Advisor

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Course Dates

STARTS ON

October 24, 2023

Course Duration

DURATION

9 to 12 Months
Online Sessions and In-Person Networking

Course Fee

PROGRAM FEE

US$20,000

US$200 application fee

Why Wealth Management?

7.7 million

high-net-worth individuals are expected to emerge by 2023.

SOURCE: WealthX

18%

more global clients will work with independent financial advisors in the next three years.

Source: EY

As a wealth management advisor, you aim to effectively understand client needs, better evaluate their risk profiles, and help them meet their investment goals. The Strategic Wealth Manager Program from Columbia Business School Executive Education prepares wealth management and investment professionals like you to excel in today’s global financial landscape.

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 wealth management. While you learn from expert faculty and practitioners who are at the forefront of the world’s financial center in New York City, you also have the opportunity to meet like-minded peers from across the globe.

Designed for Success

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

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

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

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.

What Will You Learn in the Program?

  • 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

Who Is It For?

The Strategic Wealth Manager Program is designed for those who are keen to expand their knowledge and skills in wealth management. Whether you’re involved in retail banking, portfolio management, or investment risk management, the program can help you gain new skills. It is ideal for those in investment banking, capital markets, financial services, wealth advisory, banking, and even private finance.

Whether you're an entrepreneur scouting new investment opportunities, a professional handling generational wealth, or an executive wanting to manage your own wealth, the program’s comprehensive focus ensures that you will emerge with the essential skills to meet your personal or professional goals.

Participants should have:

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

"Asset allocation and portfolio management have become more complex as access to global financial products expands and client expectations evolve. The Strategic Wealth Manager Program from Columbia Business School Executive Education has been designed to equip participants with the tools and frameworks to develop value propositions customized to their clients’ risk profiles and investment goals."

— Harry Mamaysky
Faculty Director of the Strategic Wealth Manager Program; Professor of Professional Practice in the Faculty of Business

Program Highlights

Image to accompany text - Core Curriculum

Core Curriculum

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

Peer Interaction

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

Image to accompany text - Success Coach

Success Coach

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

Image to accompany text - Capstone Project

Capstone Project

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

Image to accompany text - Practitioner Insights

Practitioner Insights

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

Image to accompany text - Flexible Learning Journey

Flexible Learning Journey

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

Image to accompany text - Pathway to a Certificate in Business Excellence

Pathway to a Certificate in Business Excellence

Upon completion of the program, you have the option to enroll in a subsequent open-enrollment program to earn a Certificate in Business Excellence granting select alumni benefits.

Image to accompany text - Epicenter of Financial Services

Epicenter of Financial Services

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

Program Curriculum

The Strategic Wealth Manager Program is an immersive learning journey of 9 to 12 months that will prepare you to meet the disruptive challenges of today’s industry and the evolving demands of your clientele. Apart from cutting-edge expertise from Columbia’s faculty, participants will learn from practitioners in financial advisory and wealth management firms. The program culminates with a two-day optional on-campus networking event where you will have the opportunity to meet faculty and fellow peers as well as senior practitioners and experts from the financial advisory and wealth management industries.

  • 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. 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 Markets, Shorting, and Leverage
    • Major Asset Classes and Historical Performance
    • Measuring and Evaluating Investment Risk
    • Fixed Income I: Bonds and the Yield Curve
    • 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 Cryptocurrencies

    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 interaction with your success coach, you will select two areas of further specialization through relevant electives. These are designed to enhance your skills across diverse avenues of wealth management and client advisory practice. Each elective is taught over six weeks. The choice of electives includes:

    • Corporate Governance
    • ESG Investing
    • Mergers and Acquisitions
    • Real Estate Investing Strategies
    • Value Investing

    Note: Electives are subject to change.

  • *Meet your cohort peers and faculty in person on the Columbia Business School campus in New York City during an optional two-day recognition ceremony and networking event. This event provides you an opportunity to network with your peers as well as professionals from other cohorts to create a lifelong community of global executives.

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Meet the Faculty

Profile picture of professor Harry Mamaysky

Harry Mamaysky

Faculty Director of the Strategic Wealth Manager Program; Professor of Professional Practice in the Faculty of Business

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.

Profile picture of professor Harry Mamaysky

Harry Mamaysky

Faculty Director of the Strategic Wealth Manager Program; Professor of Professional Practice in the Faculty of Business

Profile picture of professor Eric Baron

Eric Baron

Adjunct Professor of Business

Meet Your Success Coach

Success Coach Ritt Keerati

Ritt Keerati

Success Coach

Ritt brings his wealth of experience in investment banking, private equity, distressed debt investing, and hedge funds, to the Strategic Wealth Manager group discussions. Most recently, he co-founded an event-driven hedge fund, where he was responsible for managing investments in the technology, media, and telecommunications sector. After spending more than 13 years on Wall Street, both in New York and Miami, Ritt began his Ph.D. in finance and economics at Columbia Business School, where he is expected to graduate in 2023. He also holds dual degrees with distinction from Stanford University (a Bachelor of Science in computer science and a Bachelor of Arts in economics) and a Master of Public Policy from the University of California Berkeley.

Certificate of Participation

Example image of certificate that will be awarded after successful completion of this program

Certificate of Participation

Upon completion of the program, participants are awarded a certificate of participation 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 (core and electives) of the program to receive the certificate of participation.

Certificate in Business Excellence: Pathway to Select Alumni Benefits

Upon completion of the Strategic Wealth Manager Program, you have the option to enroll in a subsequent open-enrollment program to earn a Certificate in Business Excellence. The Certificate in Business Excellence grants you select alumni benefits and access to the powerful, global Columbia Business School community of more than 47,000 alumni. Select alumni benefits include:

  • 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

Application Details

Round 1

Deadline: June 27, 2023
Application fee: US$200

Round 2

Deadline: August 2, 2023
Application fee: US$200

Round 3

Deadline: September 6, 2023
Application fee: US$200

Round 4

Deadline: October 10, 2023
Application fee: US$300

The program fee covers teaching fees, all academic material, and access to online coursework. The fee does not include accommodations for the two-day annual in-person reunion and networking event, travel expenses (domestic, international, visa fee, and more), and other expenses not specifically mentioned in the program fee.

Apply Now

Early registrations are encouraged. Seats fill up quickly!