Get updates on Eligibility, Admission, Placements Fees Structure
Quick Facts
| Medium Of Instructions | Mode Of Learning | Mode Of Delivery |
|---|---|---|
| English | Self Study, Virtual Classroom, Campus Based/Physical Classroom | Video and Text Based |
Course Overview
Today it is imperative to get acquainted with disruptive challenges in the modern-day financial industry and its clientele’s evolving demands. This forges the path to becoming a credible financial advisor and efficiently managing their investments, and establishing a robust client portfolio.
The Investment Management Program by Columbia Business School Executive Education helps you pursue this path by broadening your knowledge in core wealth management areas, global financial markets, investment strategies, and diverse asset classes. Throughout the curriculum, you’ll gain crucial skills to understand your client’s needs better, evaluate their risk profiles, and aid them to fulfil your client’s investment goals.
This 9-month intensive Investment Management training offers practical knowledge, cutting-edge insights, and the required skills to develop thriving investment portfolios. You’ll learn from industry experts and Ivy League faculty via a flexible study format to pursue the course based on your learning goals and schedule. You can also take up online and in-campus elective programmes to further deepen your expertise in this domain.
Lastly, Columbia Business School Executive Education also awards the Investment Management Program certificate once you finish the training successfully.
The Highlights
- Taught by Ivy League faculty members
- Industry experts’ inputs
- Capstone project
- Flexible learning journey
- Nine months of online learning
- Success coach offered
- Peer learning
- Exclusive alumni benefits
- Elective modules
- Curriculum available online and in-person
- Programme certificate offered
Programme Offerings
- Columbia Business School Executive Education certificate
- Ivy League educators
- Interactive discussions with course instructors
- peer learning
- Dedicated success coach
- Capstone Project
- Flexible learning schedule
- Select alumni benefits
- 9-month training
Courses and Certificate Fees
| Certificate Availability | Certificate Providing Authority |
|---|---|
| yes | Columbia Business School, New York |
- The Investment Management Program fee is $28,000.
- Each round of application requires its fee payment.
Investment Management course fee structure
Particulars | Fee |
Investment Management Program fee | $28,000 |
Application round 1 fee | $300 |
Application round 2 fee | $4000 |
Eligibility Criteria
To join the Investment Management online programme, you must be fluent in spoken and written English. International exposure, though preferred, isn’t mandatory to join the course.
Plus, you will gain the Investment Management certification after successfully completing the full curriculum (all modules).
What you will learn
After finishing the Investment Management Program syllabus, you can expect proficiency in: -
- Your understanding of asset classes, capital markets, economic and financial databases, and the pitfalls of shorting and leverage
- Combining your expertise in return and risk measurement in vital heuristics to form portfolios
- Examining stock return predictability
- Analysing the correlation between stocks and bonds
- Identifying and applying numerous methods to successfully establish your business and maintain client retention
- Creating comprehensive capstone projects that highlight your knowledge of the course curriculum
Who it is for
The Investment Management online programme is ideal for the following participants: -
- Financial advisor
- Retail banking professionals
- Investment advisory professionals
- Consultants
- Individuals looking to enhance their own portfolio performance and manage their wealth more efficiently
Admission Details
- Visit the Investment Management Program portal here: https://online1.gsb.columbia.edu/investment-management-program
- Enter your existing account details to sign in or create a new one via your email ID, full name, country of residence, and password.
- Check the course start date and click on ‘Start Application’.
- Fill up the on-screen application details and submit the form.
- The course officials will contact you to conduct the two application rounds. Clearing them, you can pay the curriculum fee to obtain admission.
Application Details
The Investment Management Program application first requires your personal details like full name, address (preferrable the business one), gender, town/city, province/region/state, country name, zip/postal code, date of birth, primary citizenship, primary contact number, and LinkedIn profile URL. Plus, you must enter your academic history details, professional experience, and payment information to submit the form.
The Syllabus
Investment Strategies
- Major Asset Classes & Historical Performance
- Introduction to Financial Markets
- Fixed Income & Implications for Asset Allocation
- Understanding & Monitoring Corporate Leverage
- Drivers of Interest Rates and the Fed
- Measuring & Evaluating Risk
- Stocks: Valuation & Investment Strategies
- Alternative Asset Classes: Hedge Funds, Private Equity, Real Estate, & Bitcoin
- Option Basics
Asset Allocation & Portfolio Management
- Practical Portfolio Construction
- Wealth Management Ecosystem
- Behavioral Finance & Market Efficiency
- Portfolio Risk Management
- What to Include in Your Client Portfolio
- Life-Cycle Investing
Trusted Client Advisory
- Building Trusted Client Relationships
- Understanding Your Clients’ Needs
- The Value Pyramid: Becoming a Strategic Advisor
- Client Retention & Key Account Management
- Fixed Income & Credit Markets
- Real Estate Investing
- Behavioural Finance
- Digital Investing
- Marketing & Business Development in Financial Services
- Mergers and Acquisitions
- Corporate Governance Program: Developing Exceptional Board Leaders
- Financial Analysis and Valuation
- Venture Capital: Investing in Early-Stage Startups
- Deal Camp: Preparing for Private Equity
- Value Investing
- Real Estate Investing
Instructors
Columbia Business School, New York Frequently Asked Questions (FAQ's)
Yes, successful course admission depends on clearing both the application rounds.
No. You must finish every module (in-person, live online, or inter-module) to get the Investment Management Program certification.
No, this will be a 3-day event held in New York City.
You can engage in industry expert and faculty discussions during the course to discuss doubts and queries.
You can send an email to columbia_imp@emeritus.org to request the session.