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International Foundation of Employee Benefit Plans: Investment Courses
Wharton Executive Education

International Foundation of Employee Benefit Plans: Investment Courses

Wharton Executive Education, Philadelphia
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in-person · Instructor-Led · Philadelphia, PA
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About This Program

Recognizing the complexity of effective investment portfolio management, Wharton and the International Foundation of Employee Benefit Plans (IFEBP) together are offering courses to help investment and benefits professionals more strategically manage risk and their organizations' investment portfolios. Four programs are offered on a rotating basis at either Wharton's Philadelphia or San Francisco campus. These programs are designed to broaden your understanding of the markets and your fiduciary responsibilities, strengthen your portfolio oversight, and provide the knowledge and tools to make more informed investment decisions. Program Experience Who Should Attend Faculty Testimonials

Why Wharton Executive Education?

When Fortune 500 boards, sovereign wealth funds, and serial founders want their senior teams sharpened on finance, strategy, or leadership, they repeatedly arrive at the same address in West Philadelphia. Wharton's executive programs are built on the same faculty who define the academic disciplines themselves — not practitioners brought in to translate research, but the researchers writing it.

Your Profile

  • International Foundation of Employee Benefit Plans: Investment Courses is designed for International Foundation member trustees and other benefit professionals with varying levels of knowledge and experience, including administrators and staff, human resources and benefits professionals, corporate officers and executives, and finance personnel and investment managers. The courses also attract investment professionals and multiemployer and public plan trustees in both the U.S. and Canada.
  • Participants leave the program with an expanded peer network, plus specific tools and frameworks they can use to be more effective administrators and investment managers. They also gain new insight into the global marketplace and how it impacts their funds’ investment strategy.
  • Fluency in English, written and spoken, is required for participation in Wharton Executive Education programs unless otherwise indicated.

Benefits

  • Wharton faculty will apply their field-based research and the latest strategic insights to give you a strong foundation, theory, and practical application of investment management.
  • Each program is an independent unit that may be completed in any sequence, although we strongly encourage individuals with little experience with investment programs to complete the Portfolio Concepts and Management program as a foundation prior, to attending others.

Frequently Asked Questions

How to Apply

  1. 1

    Check your eligibility

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  4. 4

    Prepare your application

    Gather your CV, reference letters, and any required test scores. Many EMBA programs waive standardised tests for senior candidates.

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