Asset Management @ Wharton Online

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Asset Management @ Wharton Online is the most innovative certificate program in the field of asset management.

The objective is to allow participants to learn the latest portfolio management techniques and research findings directly from Wharton’s world-renowned faculty members in a 100 percent online format.

The asset management landscape is changing rapidly and continues to be one of the most exciting and growing fields in finance. This program provides a 21st-century baseline set of knowledge for students, employees and employers in key areas of asset management.

Program Benefits
Program Highlights
Teaching Faculty

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Happy First pricing of $2300 until June 15, 2019. Enroll below for this special offer.

Language
ENGLISH

Next Session
Oct 7, 2019

Duration
8 wks + case study + exam

Program Fees
$2,700

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Program Benefits

Acquire job-ready asset management skills in a 100 percent online format, fully compatible with your work-life needs. And get certified by the prestigious Wharton School to stand out in today’s changing job market.

Program Highlights

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Introduction Video Asset Management @ Wharton Online by Professor van Binsbergen

Asset Management @ Wharton Online is an 8-week long program (excluding case study) consisting of video lectures, live Q&As and peer learning.

1. Introduction to Modern Portfolio Theory
2. Managing Equities
3. Managing Bonds
4. Managing Commodities and Mortgage-Backed Securities
5. Using Derivatives in a Portfolio
6. Multi-Factor Pricing Models + Algorithmic Trading*
7. Asset Allocation Models
8. Risk Management* & Portfolio Performance Attribution

*content subject to change

DOWNLOAD BROCHURE FOR FULL CURRICULUM

The program requires approximately 4 – 6 hours of work per week.

The coursework prepares you for the Asset Management@ Wharton Online Certificate final exam which can be taken at any Pearson VUE center around the world.

What Students Say

Vincent
“I enjoyed the program and got a lot out of it. What I found most interesting and useful about the class was getting up to speed on the latest research in the field. I was also able to retune my PM skill set, especially in the area of passive vs. active investing, something particularly relevant for me as I work with index products and clients on a daily basis.”
Vincent Turcotte, Director Intercontinental Exchange, Hong Kong
“This was, without a doubt, the best curated course I could find out there that sets up a framework for anyone to very quickly get the essential knowledge and insights necessary to be an effective asset manager. There is a nice balance between quantitative and qualitative analysis, the case studies were great in helping me apply my learning and the weekly online interactions with faculty members anchor the material to timely developments in the market. Definitely delivers a great return on investment!”
Siew Huey Ko, Singapore
Cory
“The content and format of the course are what truly created an exceptional learning experience. I was pleasantly surprised by how interactive the course was and how quickly the professors and the support staff were ready to explain concepts further and share real-world examples and experiences.”
Cory Stavis, Markets Group, USA
Filomena
“A challenging program that gave me the insights needed to understand the new trends in the asset management industry. Concise and rewarding, it offers access to the latest theory and research on asset management and the opportunity to daily interact with very supportive faculty members.”
Filomena Croft de Moura, Cinveste, Portugal
“The course represents a valuable opportunity to gain a specialization in Asset Management for both professionals and for those who want to get familiar with the financial markets. It provides a sound theoretical and practical framework, based on models and concepts prevalent in the industry. It is a unique opportunity to be part of the Wharton Community and interact with individuals from all around the world. The staff is fully available and provides prompt answers that make the overall experience very efficient.”
“Thank you for for organising the programme, I enjoyed it and really think it was a great balance between high quality content, fun and didactic lessons and appropriate pace. I would highly recommend this to other colleagues.”
Mario Ropero, Senior Equity Research Analyst, Madrid, Spain
“I believe the course is an excellent learning opportunity for both those who want to start exploring the topic of asset management and those who already have financial knowledge. Beginners will benefit from a well structured course that approaches all the main topics while more advanced students can take full advantage of Wharton’s amazing faculty members adding their vast experience to the theory. Therefore, I recommend this course to anyone that’s seriously interested in asset management.”

Teaching Faculty

Professor Jules van Binsbergen

The Nippon Life Professor of Finance, The Wharton School

Professor David K. Musto

Ronald O. Perelman Professor in Finance
Chair, Finance Department, The Wharton School

Professor Chris Geczy

Adjunct Professor of Finance; Academic Director, Wharton Wealth Management Initiative
Academic Director, Jacobs Levy Equity Management Center for Quantitative Financial Research, The Wharton School

Certification By The Wharton School

Asset Management @ Wharton Online Certificate Sample

The 2-hour final exam comprises 120 questions. It can be taken in any Pearson VUE testing center available in 150 countries around the world.

Conditions to obtain the certificate are as follows:
active participation in all three courses;
minimum grade of 50% on each case study;
minimum grade of 60% on the final exam.

The final grade is calculated as the weighted average of case studies grades (30%) and final exam grade (70%).

Questions?

email: sales@ff.institute

call:
New York: +1-212-321-7095
Hong Kong: +852 2970 0110
Paris: +33 1 44 53 60 53

The program is open to all! There is no selection or conditions to fulfill. However, like any Wharton School program, it is demanding and will require you to invest some time and efforts.

Beyond the designation-we are believers that “You will only get as much as you put in” to the program.

The program is open to all and there are no specific prerequisites. We will provide some recommended pre-course learning materials for those completely new to asset management.
The program is designed to be challenging but manageable for participants, many of whom are working professionals. We try to make the program as flexible and convenient as possible. Overall the amount of time will vary by student but you should expect to spend three to five hours per week on the program and another 30 hours preparing for the final exam.
Upon successful completion of the program you will receive a bar-coded digital certificate, which you can post on your CV or LinkedIn profile. You will also be able to use this digital certificate to immediately validate your program completion with a current or prospective employer.
Yes, all faculty members in the program also teach on The Wharton School campus.