Training and Development Programs for Current and Future Leaders in the Asset & Wealth Management Industry
Fall 2023 Accelerator programs have been postponed. We will have a new schedule soon.
Live, interactive sessions facilitated by certified instructors provide a modernized take on career advancement for tomorrow’s workplace.
Classroom-style learning designed to engage industry veterans and emerging talent in problem solving, innovation, new skills and high-performance team building.
We are pleased to offer continuing professional education (CPE) and continuing education (CE) credits. Please click on a specific program for more information.
Please reach out to Anne De May, VP, Sales & Member Engagement with any questions.
Leveraging and Leading with Data
An in-depth focus on analyzing data and making data-driven executive decisions.
Explore the aspects of efficient and effective project management and how to put them into place.
A unique approach for emerging leaders and new managers, helping them develop a new set of skills as they grow in their careers.
A coaching program aimed at shaping successful first-time leaders in relationship management, accountability metrics, and team performance.
Effective Communication Styles with DiSC
Enhance your communication, teamwork, and productivity with a DiSC assessment and model overview.
Rising Star Program
Learn management and leadership skills aimed at supporting inclusive and innovative workplaces. Open to current Rising Star honorees.