Strategic Wealth Manager Program

Excel as a Trusted Investment Advisor

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Course Dates

STARTS ON

June 18, 2024

Course Duration

DURATION

5 Months
Online

Course Fee

PROGRAM FEE

US$12,000

US$100 application fee

Cultivate a Strategic Financial Mindset

In today’s global financial landscape, the role of wealth management and investment professionals has expanded way beyond portfolio diversification and asset management. Clients now need their advisors to have a strategic mindset and a deep understanding of all financial instruments to navigate and thrive in volatile challenges, such as overwhelming financial data, fintech disruption, and global banking.

The Strategic Wealth Manager 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 and access to renowned Columbia Business School faculty and a global network of peers, participants will be able to better leverage the markets to effectively deliver on client needs, better evaluate their risk profiles, and help them meet their investment goals.

USD 629 trillion

projected rise in global wealth by 2027.

Source: Global Wealth Report

18%

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

Source: EY

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

Flexible Learning Journey

Balance learning with your busy work schedule by dedicating just three to five hours each week toward program sessions and learning activities

Global Peer Group

Interact with high-achieving peer executives from around the globe and build your network of leaders

Weekly Live Sessions

Experience live online sessions with the program leader as well as periodic guest lectures from faculty and industry leaders

World-Renowned Faculty

Learn from preeminent Columbia Business School faculty who are recognized leaders in their fields, thought leaders, and industry practitioners to gain in-depth insights

Capstone Project

Work on a capstone project to refine your skills by applying program learnings to a challenge and drive immediate on-the-job impact in your organization

Success Coach

Craft your learning journey in line with your career goals with a success coach assigned to your cohort

CIBE Holder Benefits

Upon completion of the program, you will receive a certificate of participation from Columbia Business School Executive Education. This certificate also awards nine credits towards the Certificate in Business Excellence, which grants select alumni and tuition benefits

Comprehensive Curriculum

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.

  • As a wealth management advisor, your clientele will bank on you to understand and help achieve their investment needs. The modules in this section will take you through various financial instruments and how they can be used to attain your client’s investment goals.

    • Introduction to Markets, Shorting, and Leverage 
    • Major Asset Classes and Historical Performance 
    • Measuring and Evaluating Investment Risk
    • Fixed Income: Bonds and the Yield Curve 
    • Fixed Income 2: The Federal Reserve (Fed) and the Yield Curve
    • Fixed Income 3: Interest Rate and Credit Risk
    • Stock Valuation
    • Interpreting Stock Valuations
    • Market Risk Premium
    • Stock Return Patterns – Part 1
    • Stock Return Patterns – Part 2

    Note: Session topics are subject to change.

  • Building unique and profitable portfolios requires an in-depth knowledge of the market. In this section, you will learn how to examine and critique existing finance theories, assess risk, and consider various options to develop highly effective strategies that perform well in a volatile market.

    • Market Efficiency and Behavioral Finance
    • Portfolio Considerations
    • Practical Portfolio Construction
    • Options and Derivative Securities
    • Alternative Asset Classes – Beyond Stocks and Bond
  • Learn how to build trust and foster lasting relationships with your clients based on excellent portfolio performance.

    • Consultative Selling
    • Converging Selling Model

Capstone project

In the capstone project, you will combine the investment topics that are covered throughout the program to create a portfolio pitchbook for a potential client. You will consider how to advise a hypothetical client based on their age, occupation, risk tolerance, and need for liquidity.

The initial portfolio can consist of the five asset classes covered in this program, or if you prefer, you can consider a different set of assets to start with instead. You will then consider whether or not some additional approaches make sense for your client, such as adding options as a hedging overlay or allocation to alternative assets, such as real estate, hedge funds, high yield bonds, and private equity.

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.

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 Program group discussions. Most recently, he cofounded 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 has a PhD in finance and economics at Columbia Business School. He also holds dual degrees with distinction from Stanford University (a BSc in computer science and a BA in economics) and a Master of Public Policy from the University of California, Berkeley.

CIBE Holder 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
  • Lifetime Columbia Business School forwarding email address
  • Subscription to our alumni publication, Columbia Business

Certificate of Participation

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

Certificate of Participation

Upon completion of the Strategic Wealth Manager Program, you will receive a certificate of participation from Columbia Business School Executive Education. This certificate also awards nine credits towards the Certificate in Business Excellence, which grants select alumni and tuition benefits. Learn More

Download Brochure

Your digitally verified certificate will be issued in your legal name and emailed to you, at no additional cost, upon completion of the program, including all modules of the program (online, in person, or live online, inter-module). All certificate images are for illustrative purposes only and may be subject to change at the discretion of Columbia Business School Executive Education.

Application Details

Round 1

Closed

Round 2

Closed

Round 3

Deadline: May 08, 2024
Application fee: US$100

Round 3

Deadline: May 30, 2024
Application fee: US$100

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!

Flexible payment options available. Learn more.