Get updates on Eligibility, Admission, Placements Fees Structure
Quick Facts
| Medium Of Instructions | Mode Of Learning | Mode Of Delivery |
|---|---|---|
| English | Self Study, Virtual Classroom | Video and Text Based |
Course Overview
The Strategic Wealth Manager Program certification course is a hands-on learning experience that lasts for 9-12 months. The course is in hybrid mode and provides the option of flexible learning. You will learn from Columbia's knowledgeable professors and also from professionals working in financial advisory and wealth management firms. At the end of the programme, there is an optional two-day event on campus, where you can meet your teachers, classmates, and experienced experts from the financial industry.
Strategic Wealth Manager Program certification by Emeritus in collaboration with Columbia Business School Executive Education provides you with the chance to enhance your knowledge about worldwide financial markets. You will also learn about key aspects of wealth management, various types of assets, and effective investment strategies.
The candidate will get Strategic Wealth Manager Program training from experienced professors and professionals who are leaders in New York City's financial hub. You will also get to connect with other ambitious individuals from different parts of the world who share similar interests and goals.
The Highlights
- Practitioner Insight
- Expert Faculty
- Peer Learning
- Offered by Columbia Business School Executive Education
- Hybrid Learning
- 5 Months Long Course
Programme Offerings
- Core curriculum
- live online sessions
- Pathway to a Certificate in Business Excellence
- Success coach
- Networking Event
- Capstone Project
Courses and Certificate Fees
| Certificate Availability | Certificate Providing Authority |
|---|---|
| yes | Columbia Business School, New York |
Eligibility Criteria
Educational Qualification
Candidates should be fluent in spoken and written English. Also, candidates having international exposure will be given priority.
Certification Qualifying Details
Upon successful completion of the course, candidates will receive a certification as a recognition of their accomplishment.
What you will learn
After completing the Strategic Wealth Manager Program certification syllabus, you will enhance your knowledge of capital markets, asset classes, and the potential risks associated with leverage and shorting. You will also learn how to utilize financial and economic databases for analysis. We will explore stock return predictability and examine the relationship between bonds and stocks. Using this knowledge, you will develop practical techniques for creating portfolios that balance risk and return effectively. Additionally, you will discover various strategies to grow your business. The programme contains a capstone project that showcases your understanding of the entire curriculum.
Who it is for
Strategic Wealth Manager Program classes are designed for individuals who are in the following fields:
Admission Details
To apply for the Strategic Wealth Manager Program online course, follow these steps:
Step 1. Click on the provided link to access the website: https://online1.gsb.columbia.edu/strategic-wealth-manager-program.
Step 2. Scroll down to the bottom of the page and locate the "Apply Now" button.
Step 3. Sign in using your current account details, or if you do not have an account, register for a new one.
Step 4. Choose the "Strategic Wealth Manager Program" from the available options and proceed to make the payment.
Application Details
In order to enrol in the Strategic Wealth Manager Program, individuals must complete an application form. The form will request personal information, including name, state, zip code, phone number, and address. Moreover, candidates will be asked to provide details about their past work experience and job title.
The Syllabus
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
- Corporate Governance
- ESG Investing
- Mergers and Acquisitions
- Real Estate Investing Strategies
- Value Investing
Instructors
Columbia Business School, New York Frequently Asked Questions (FAQ's)
The programme is ideal for aspiring wealth managers, financial advisors, investment professionals, and individuals seeking to enhance their expertise in the field of wealth management.
Yes, the programme offers flexible learning options, allowing candidates to study part-time or online, which can be suitable for individuals who are working full-time.
Yes, the programme has organised a networking event, and workshop of 2 days where participants can connect with industry professionals and peers.
No, the programme does not provide any scholarships.
Upon successful completion, candidates will receive a certification acknowledging their achievement in the Strategic Wealth Manager Program.