Course 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

Curriculum

10 Topics
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

7 Topics
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

5 Topics
Trusted Client Advisory
Building Trusted Client Relationships
Understanding Your Clients’ Needs
The Value Pyramid: Becoming a Strategic Advisor
Client Retention & Key Account Management

5 Topics
Fixed Income & Credit Markets
Real Estate Investing
Behavioural Finance
Digital Investing
Marketing & Business Development in Financial Services

6 Topics
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

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Investment Management Program

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