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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
HomeFinanceWharton Executive EducationInternational Foundation of Employee Benefit Plans: Investment Courses
4 daysDuration
in-personFormat
EnglishLanguage
FinanceTopic

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About This Program

Wharton and the International Foundation of Employee Benefit Plans (IFEBP) offer courses to help investment and benefits professionals manage risk and investment portfolios more strategically. Four distinct programs are provided on a rotating basis at Wharton's Philadelphia or San Francisco campuses. These programs aim to broaden understanding of markets and fiduciary responsibilities, strengthen portfolio oversight, and provide knowledge and tools for informed investment decisions. Wharton faculty apply their field-based research and strategic insights to provide a strong foundation, theory, and practical application of investment management. Each program is an independent unit that can be completed in any sequence, though individuals with limited investment program experience are encouraged to complete the Portfolio Concepts and Management program as a foundational step. The Portfolio Concepts and Management program, held May 12-15, 2025, in Philadelphia, PA, focuses on the core principles of portfolio theory and investment performance measurement. It offers practical tools and experiences to support reliable investment management decisions, building confidence in evaluating investments with a broad, fundamental understanding of products and practices. Learning occurs through lectures, discussions, problem-solving exercises, and small-group case studies.

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

  • 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.
  • Also attracts investment professionals and multiemployer and public plan trustees in both the U.S. and Canada.
  • Fluency in English, written and spoken, is required for participation in Wharton Executive Education programs.

Benefits

  • Learn core concepts and tools for effective portfolio oversight.
  • Gain a solid grounding in the principles of modern portfolio theory.
  • Improve your ability to assess competitors' strategic impact and maintain competitive advantage.
  • Understand alternate investment strategies, including real estate, hedge funds, and private equity.
  • Enhance your ability to manage pensions in a risky global environment.
  • Apply learned concepts through an interactive case study.

What You'll Learn

  • Core principles of portfolio theory
  • Investment performance measurement
  • Practical tools for investment management decisions
  • Evaluation of investment products and practices
  • Lecture and discussion sessions
  • Problem-solving exercises
  • Small-group case study sessions

Frequently Asked Questions

How to Apply

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    Check your eligibility

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  3. 3

    Contact the school

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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.

  5. 5

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