Private Wealth Management Program

Justin Cooper

Holders of this badge for completion of the Private Wealth Management Program, in partnership with The Institute for Private Investors, have increased their depth of knowledge in key areas of wealth management while having the unusual opportunity to meet and work with others who, like themselves, are part of or work with a family with substantial assets.

Skills / Knowledge

Asset Allocation Strategies
Financial Market
Global Investing
Liquid Assets
Wealth Management

Issued on

November 1, 2024

Expires on

Does not expire

Earning Criteria

Optional

other

Apply to be accepted into this Industry Associated, Partnership program.

More about the Issuer

Wharton Executive Education

Whether wealth arrives predictably or suddenly, many wealthy families find financial decision making to be a major challenge. For more than 20 years, Wharton and the Institute for Private Investors (IPI) have provided education to help high-net–worth families better manage their assets and work with advisors to achieve their financial goals. Through class lectures and interactive casework, participants in Private Wealth Management will build a baseline for understanding financial terms and investment performance metrics. They will increase their knowledge in key areas of wealth-management portfolio diversification as well as asset allocation, and learn how to select the right financial advisors. In addition to classroom learning, participants will also have the unusual opportunity to meet others who are part of a family with substantial wealth.

More credentials from the Issuer

View All Credentials