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.
October 24, 2023
9 to 12 Months
Online Sessions and In-Person Networking
US$20,000
US$200 application feehigh-net-worth individuals are expected to emerge by 2023.
more global clients will work with independent financial advisors in the next three years.
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.
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.
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.
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.
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.
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:
"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
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.
Success Coach
You will be assigned a success coach who will help craft your learning journey through regular one-on-one check-in sessions.
Capstone Project
Apply your learning toward developing a comprehensive financial plan for clients as well as an action plan for building client accounts.
Practitioner Insights
Learn from faculty and industry experts during the program to gain actionable insights and implement learning into practice.
Flexible Learning Journey
Customize your program experience by selecting from a range of topical electives and gain skills specific to your career goals.
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.
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.
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.
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:
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.
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.
Download BrochurePlease note that participants must complete all modules (core and electives) of the program to receive the certificate of participation.
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:
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.