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Continue Lifelong Learning with Advanced Insights

Develop in-demand expertise with specialized finance certificate programs from the leader in applied financial knowledge and education.

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Upskill to Scale and Serve

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Attract More Clients

As wealth grows, financial complexity increases. Expand your knowledge to attract and retain larger clients.

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Partner with the Best

Learn from those immersed in the latest research to help you tackle today’s challenges.

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Elevate Business

Increase your knowledge in key areas of business planning to elevate your practice and advise leaders, executives, and entrepreneurs.

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Available Financial Certificate Programs

Business Succession Planning Certificate

Receive succession planning expertise to support business owners and expand your business into this sought-after area.

Estate Planning and Taxation Certificate

Explore advanced estate and planned giving concepts, income tax planning techniques, and the latest business succession strategies.

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Get a Personalized Learning Plan

You need advanced, specialized knowledge to accelerate career progression and enhance the client experience. No matter the path, a broad, deep, and diverse skill set is necessary to identify challenges and begin to design solutions. Craft yours now.

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Have questions? Reach out to a member of the Admissions team