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October 20-23, 2019
San Diego, California
November 24-27, 2019
San Francisco, California
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The Advanced Investments Management program is a 3½-day intensive program that
emphasizes our commitment to setting the highest quality standards in
investment management education. This thorough and rigorous program is
designed to build upon what is learned in the Portfolio Concepts and
Management program or participants’ existing knowledge base and
experience. The program is for individuals who have a solid grasp of
investment management fundamentals and seek to learn more.
This program is for those who have a solid grasp of investment management fundamentals and seek to learn more or have taken the Portfolio Concepts and Management program and are looking for the “next step.” It is assumed participants will already understand the basic principles of portfolio theory, performance evaluation and risk/return.
While there are no formal prerequisites for this program, those without prior knowledge of fundamental investment theory will most likely find this program too advanced and are encouraged to register for the Portfolio Concepts and Management program.
Fiduciaries from both defined benefit and defined contribution plans who represent various industries, sizes and geographic areas (United States and Canada), including
View Wharton faculty members who taught sessions in the International Foundation/Wharton programs in the recent past.
Complete List of Instructors
April 28The Inn at Penn, A Hilton Hotel | Philadelphia, Pennsylvania
Meeting #63- PC01Fees: $455 members | $565 nonmembersRegistration fee through 3/17/2019
If you plan to register for the Advanced Investments Management program and it has been some time since you have participated in investment-related coursework, we strongly encourage you to also register for the refresher workshop. Review terms and concepts related to portfolio theory and management in order to maximize your experience in the advanced program.
Programs sponsored by the International Foundation of Employee Benefit Plans are consistently accepted for credit by agencies governing continuing education for license renewal and professional recertification.
For additional information, visit our continuing education (CE) web page or contact us by phone at (262) 786-6710, option 2.
Educational sessions at this program may qualify for CEBS Compliance credit.Visit
www.cebs.org/compliance for more information.
Register early and save!