Wealth Management Theory & Practice
offered by Yale University

Private University
1075 acre campus
Estd. 1701

Wealth Management Theory & Practice
at
Yale University
Overview

Develop your knowledge and skills, and grow your practice using Yale's comprehensive and convenient path to CPWA certification

Duration	6 months
Total fee	₹5.54 Lakh
Mode of learning	Online
Course Level	UG Certificate

Wealth Management Theory & Practice
at
Yale University
Highlights

Earn a certificate of completion from Yale University

Wealth Management Theory & Practice
at
Yale University
Course details

Skills you will learn

Risk Management Portfolio management Wealth Management

Who should do this course?

For wealth managers and specialists
For financial planners and advisors
For investment consultants and advisors
For retirement specialists
For family-office professionals
For trust professionals
For tax and estate professionals

More about this course

The Certified Private Wealth Advisor® (CPWA) certification administered by the Investments & Wealth Institute is the standard for competence in the field of wealth management today
This program was developed for wealth management and financial professionals working with high-net-worth clientele who are pursuing the CPWA certification
Built around the Certified Private Wealth Advisor (CPWA) certification curriculum and approved by the Investments & Wealth Institute as a registered education program

Wealth Management Theory & Practice
at
Yale University
Curriculum

Human Dynamics

Ethics

Behavioral Finance

Family Dynamics

Wealth Management -Technical Design

Tax Planning

Portfolio Management

Risk Management and Asset Protection

Legacy Issues

Charitable Giving and Endowments

Estate Issues and Wealth Transfer

Specialty Client Services

Planning for Executives

Planning for Closely Held Business Owners

Retirement Management

Wealth Management Theory & Practice
at
Yale University
Faculty details

Michael Kitces

Mr. Michael E. Kitces, CFP, MSFS, MTAX, CLU, ChFC, RHU, REBC, CASL, is Head of Planning Strategy at Buckingham Wealth Partners. Mr. Kitces has earned graduate certificates for estate planning and for financial asset management.

Jim Dobbs

Jim Dobbs has worked with certification education providers on programs including CIMA, CPWA, CFP, and others for the last 20 years. He brings to Yale School of Management his unique history and experience in helping thousands of candidates through the certification process.

Tobias J. Moskowitz

Tobias “Toby” Moskowitz was named the inaugural Dean Takahashi ’80 B.A., ’83 M.P.P.M. Professor of Finance at Yale SOM in 2016. He was previously the Fama Family Professor of Finance at the University of Chicago Booth School of Business, where he had taught since 1998.

John Nersesian

John Nersesian currently serves PIMCO as head of advisor education and was formerly managing director of wealth management services at Nuveen Investments, where his group provided wealth management and practice development education and consulting support to advisors.