Advanced Investment and Wealth Strategies

April 28 – 30, 2019

Past and current participants of Yale School of Management’s MBA for Executives – Asset Management program and Yale Executive Education’s Investment Management Theory and Practice (CIMA®) and Wealth Management Theory and Practice (CPWA®) programs are invited to campus for an exclusive continuing education opportunity.

Yale faculty and practitioners affiliated with the school’s CIMA and CPWA programs will lead a two-day intensive event designed to further participants knowledge and skills in investment and wealth management.

Participants should earn 16 units of continuing education credit for the CFP, CIMA and CPWA designations. Program curriculum focuses on theory and application in several areas of wealth management including behavioral finance, investment management, tax and retirement planning.

Contact Jenna Pettit for more information.

Edward P. Evans Hall
165 Whitney Avenue
New Haven, CT 06511
United States
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Program Information

Evans Hall

Advanced Risk and Investment Management

Incorporate the latest research advances and state-of-the-art practices into your investment business. These seminars are designed for senior investment professionals who need to cope with an environment of unprecedented change and volatility, while charting a course toward appropriate risk-adjusted returns.