Investment Programs Wharton Executive Education

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The International Foundation's longstanding relationship with the Wharton School brings prestige and excellence in education to you. Spanning over 45 years, the alliance has resulted in the distinguished Certified Employee Benefit Specialist® (CEBS®) designation as well as high-quality investment programs.

The Wharton School, founded in 1881 as the first collegiate business school, is recognized globally for intellectual leadership and ongoing innovation across every major discipline of business education. As one of the most comprehensive sources of business knowledge in the world, Wharton bridges research and practice through its broad engagement with the global business community.

Formed through in-depth, groundbreaking academic research and extensive industry experience, Wharton executive education programs offer a supportive and challenging context in which participants gain the skills necessary for their next level of executive development. Wharton's Aresty Institute of Executive Education serves up to 8,000 mid- to senior-level executives annually.

Through partnership programs, International Foundation members have the opportunity to engage with faculty who are the most cited, most published faculty of all top-tier business schools. With a profound influence on global business, Wharton faculty members are the sought-after, trusted advisors of corporations and governments worldwide.


Investments Management Education

Held annually at Wharton campuses, select investment management programs are offered to International Foundation member trustees and other benefit professionals with varying levels of knowledge and experience. Wharton's skilled educators and researchers, award-winning authors and leading authorities in the investment management field teach and/or oversee the curriculum of the investment programs.

 "The Foundation and Wharton continue to provide a stellar investment program. The curriculum and faculty present real-world information that I can take home and apply immediately. There is no doubt I will be a better trustee because of it."

Michael Brown
Board Chairman
Municipal Employees' Retirement System of Michigan

Certified Employee Benefit Specialist

Since the inception of CEBS in 1977, the International Foundation has been privileged to partner with the Wharton School. This unique partnership distinguishes CEBS and its university-based curriculum from other total compensation designations. In its partnership role, the Foundation is responsible for program administration, and the Wharton School is responsible for all academic standards including curriculum design and examinations.

Additional Information

For program content, contact the Educational Program Department at [email protected].


Continuing education (CE) credit for professional licenses, designations and certifications MAY be available for attendance at live sessions. You must request CE credit on your program registration at least 60 days prior to the beginning of the program so that the Foundation can seek preapproval from the governing agency.

Educational sessions at this program can qualify for self-reported CEBS® Compliance credit. Visit for additional information.

Note: Requests made for CE credit do not guarantee administration of credit. For further information on CE credit, please call (262) 786-6710, option 2, or visit our website at