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Registered Education Provider
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Contact Information
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Jim Dobbs,
CIMA®, CPWA®, CFP®, Program Director
+1 720-224-1530
Online Education Program
Toby Moskowitz, Ph.D., Faculty Advisor
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Megan McAnany,
Associate Director
Client Relations
+1 215-746-2201
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Rebecca Meyer,
Associate Director
+1 312-423-8037
Executive Education
+1 312-464-8732
Main Phone
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Graham Rich,
Dean
Portfolio Construction Forum,
Sydney, Australia
+61 2 9247 0496
Email: Graham Rich
Curated and presented by the Forum’s Investment Management Research Program, in association with Macquarie University Business School, Sydney, Australia
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Executive
Education
Cost
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US $4,500
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US $6,850 (ip/h)
US $4,850 (v)
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US $4,950
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A $2,995 for practitioners (subsidised by a 50% bursary). A $5,995 for all other candidates.
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| Test Prep |
Yale Test Prep included |
Wiley Test Prep available for US $298 after registration (Contact Wharton) |
Chicago Booth Test Prep included and Wiley Test Prep included |
Test prep Included for the education program exam PLUS the CIMA® certification exam |
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Cost Includes
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On-Demand education course and online test-prep materials.
The self-paced nature of this program allows you to study and complete the program on your own schedule.
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Includes readings, an investment math knowledge quiz, a math review, and a calculator tutorial.
During the live online instruction, you will spend classroom time covering material with highly interactive sessions.
For in-person classes, accommodations and meals are included.
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A true hybrid program, offering a combination of live, online preparation and review sessions, on-demand recorded content sessions, and a recommended 2-day in-person or virtual test prep session.
(Does not include workshop accommodations)
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All text book and lecture notes, online lectures and tutorials, test prep materials. |
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Format
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100% online
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In-person (ip), virtual (v), and hybrid (h) classes (Contact Wharton for details)
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Virtual (v), and hybrid (h) classes
(Contact Booth for details)
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100% online, with synchronous annual cohort with online, on-demand lectures and regular live webinar tutorials.
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Length
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Candidates study at their own pace and have access for up to one year
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60-day optional pre-study with 4.5 days in-person Or
2-week virtual course
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~3.5 month scheduled education program with weekly live virtual sessions
2 day in-person or virtual test prep workshop
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120 days, commencing March 1 each year. Enrolments open in September each year.
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Location
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Online
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In-person education at the Wharton campus in Philadelphia, PA
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In-person workshop at the Gleacher Center, Chicago, IL
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Online from Australia. This program is specifically designed to be suitable for Asia/Pacific candidates.
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Contact the Institute
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Meet with an enrollment counselor
SCHEDULE |
Meet with an enrollment counselor
SCHEDULE |
Meet with an enrollment counselor
SCHEDULE |
Meet with an enrollment counselor
SCHEDULE |
| Websites |
YALE |
WHARTON |
BOOTH |
PORTFOLIO CONSTRUCTION FORUM |