Certificate & Specialized Programs
Corporate Executive Program
Corporate Executives often have unique investment needs that are derived from holding an equity interest in the company that they helped start or by whom they are employed. These holdings are governed by complex rules. Consequently, optimizing the benefit of such holdings and properly managing the risk associated with what often represents sizeable concentrations in the portfolios of corporate executives requires a level of expertise that few financial professionals possess.
This online financial education program is designed to provide financial professionals with the technical knowledge and application skills needed to assist Corporate Executive clients. Integrated with a case study approach to learning application skills, this program qualifies for numerous hours of continuing education credit and provides professionals with the knowledge and strategies needed to address each of the following objectives: