Yale School of Management

[Webinar] Introduction to Yale's Online CPWA® Program

April 1, 2021, 4:00 p.m. – 4:45 p.m. EDT

Created in collaboration with the Investments & Wealth Institute™ (formerly IMCA), Yale School of Management’s Wealth Management Theory & Practice program (an online CPWA® certification registered education program) combines the convenience of online learning with the expertise of Yale faculty and leading practitioners.

Learn more about how this flexible yet rigorous program can meet your needs with Program Director, Jim Dobbs, and Fiona Bi, Yale Executive Education Senior Program Manager, during a live informational webinar on Thursday, February 11 at 4:00 PM ET.

What you’ll learn during this webinar:

  • What makes Yale CPWA different?
  • Program goals and objectives
  • Program details and structure
  • Overview of the online course and learning tools
  • Is the Yale CPWA program right for you?

Speakers

Webinar Speaker Jim Dobbs, CIMA®, CFP®, CPWA®

Jim Dobbs, CIMA®, CFP®, CPWA®

Yale CIMA Program Director, President, Dobbs Education, LLC, President, Dobbs Wealth Management, LLC

Fiona Bi, Yale SOM Executive Education Senior Program Manager

Fiona Bi

Yale SOM Executive Education Senior Program Manager