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.

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Project Management

Explore the aspects of efficient and effective project management and how to put them into place.

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Management Essentials

A unique approach for emerging leaders and new managers, helping them develop a new set of skills as they grow in their careers.

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Emerging Leadership

A coaching program aimed at shaping successful first-time leaders in relationship management, accountability metrics, and team performance.

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Effective Communication Styles with DiSC

Enhance your communication, teamwork, and productivity with a DiSC assessment and model overview.

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Rising Star Program

Learn management and leadership skills aimed at supporting inclusive and innovative workplaces. Open to current Rising Star honorees.

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