Program Overview

Applications are due January 25, 2024.

Investment professionals today face a shifting, disrupted business landscape. In addition to weathering market upheavals, effective investment advisors must navigate any number of complex and often competing stakeholder interests. Critical to success is the ability to cut through that complexity and understand all sides of the client-advisor dealer-regulator equation.

The Investment Professional Leadership Development Program from Ivey Business School is designed to help participants master the critical skills for managing a professional and contemporary investment advisory business.

Throughout the program, you will hone your capabilities as a practice leader and develop the skills necessary to thrive in a new world of client expectations. Learn from top Ivey faculty and network with peers in the industry, developing the processes and practices you’ll need to build a sustainable, enduring advisory firm.

Who Will Benefit

The Investment Professional Leadership Development Program is designed for mid-career financial advisors with 10-15 years of experience, who are looking to take their practice to the next level. The Program Director will approve successful applicants. 

What You Learn

• Learn to identify the key trends and tidal forces driving the financial advisory business in Canada.
• Practice key skills for leading an advisory practice – including team management, behavioural finance, modern service models, delivering independent advice, integrating technology, communication in a digital world, and business development.
• Position your organization for sustainable success by reacting to the pandemic hangover, mastering difficult conversations, working with aggressive regulators, maintaining a competitive edge, running a business in a complex world, integrating digitization, and considering Environmental, Social, and Governance factors.
• Elevate your personal agility, as well as mental and physical health. Navigate crisis management.
• Apply learning takeaways in the context of your unique business; develop and implement an action plan to position yourself and your organization on a master-level trajectory.  
• Plan for your ongoing development as a leader – ensuring your capability to thrive as a master financial advisor in an uncertain future.

Participant Testimonials

Fees

$11,990 CAD

The program fee covers materials, meals, and hotel accommodations. Program fees are tax-exempt.

Applications must be submitted no later than 14 days before the start of the program.

FAQs

What funding resources are available?

Organizations and participants in Canada may benefit from the Canada Job Grant or the Canada Training Credit to offset a portion of program fees. Visit our Funding Resources page to learn more.

What is the application process?

On the program page, select 'Apply Now' and choose your preferred start date. Submit the program application form and select a payment method. A program advisor may contact you to discuss your eligibility for the program. Once your application is approved, you will be billed directly or receive an invoice. Payment of program fees is due within 30 days of receipt of invoice and no less than 15 days before the program start date.

Can I reserve a spot in the program?

Seats in programs may be reserved for a limited time pending availability. Contact a program advisor to request a reservation. A program application must then be confirmed within 15 business days, and no less than 30 days before the program start date.