Candidates who receive notification from Investments & Wealth Institute about eligibility to enroll in an education program offered by one of the approved Registered Education Providers should contact a Registered Education Provider directly to enroll in their program.
- The University of Chicago Booth School of Business
Rebecca Meyer, Associate Director: +1 312-423-8037
Executive Education main phone: +1 312-464-8732
- The Wharton School, University of Pennsylvania
Anastasia Voutsinas - Director, Client Relations
+1 215-898-1776 (worldwide) | +1 800-255-3932 (U.S. or Canada)
- Investment Management Research Program–Australia
Graham Rich, Dean, Investment Management Research Program Prof. Ron Bird, Director, Investment Management Research Program +61 2 9247 5536 Email: firstname.lastname@example.org
- Yale School of Management
Online Education Program
Toby Moskowitz, Ph.D., Faculty Advisor
Jim Dobbs, CIMA®, CPWA®, CFP®, Program Director: +1 720-224-1530
Information about the education programs can be found on the Registered Education Providers’ websites. All inquiries regarding the education program fees, class schedules, assessments and other policies, should be referred directly to the Registered Education Providers.