Campden & IPI Wealth Management Executive Education Programmes

Education is key to successful Next Generation and Wealth Management succession planning. To gain the foundation of knowledge necessary to oversee substantial private wealth, Campden IPI offers intellectually challenging wealth management programmes in collaboration with leading universities. To date our alumni of 890 members have completed our executive education programmes from 42 countries, since August 1999.
The Campden IPI Executive Education programmes allow participants to increase their depth of knowledge in key areas of wealth management, in both a theoretical aspect, as well as through live case studies, while having the unique opportunity to meet and work with others, like themselves, who are part of a family with substantial assets.

Private Wealth Management Program at Wharton
 
Given recent market events, many families seek more education on how to better protect their wealth. Wealth in transition may arrive predictably, or suddenly. Preparedness is a major concern for all families with substantial assets. For 20 years, The Wharton School and the Institute for Private Investors (IPI) have helped families meet the complex challenge of wealth management education.
 
Many families find that investment decisions are difficult to make, especially after a family has sold a business or when younger family members are first asked to help make decisions about a family’s portfolio. To gain the foundation of knowledge necessary to oversee substantial private wealth, Wharton offers Private Wealth Management, a five-day residential program annually at the University of Pennsylvania, and a four-day program held at Wharton San Francisco.
 
The program, first designed for IPI in 1999, allows participants to increase their depth of knowledge in key areas of wealth management, while having the unusual opportunity to meet and work with others, like themselves, who are part of a family with substantial assets. The case study for the program is directly related to private wealth management issues and current market challenges.
 
 

Course Dates:
The Private Wealth Management Program at Wharton will be held on May 6–11, 2018 in Philadelphia and July 29–August 2, 2018 in San Francisco