Investment Professional Leadership Program
Develop the leadership skills you need to build a thriving investment advisory business and take your investment practice to the next level.
Price
$11,990 CAD
Winter Session
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.
![Program Overview](https://i.ytimg.com/vi/TJPtsI1fsaQ/maxresdefault.jpg)
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.
How You Learn
The Investment Professional Leadership Program is deeply experiential, grounded in case research, and facilitated by expert faculty from Ivey Business School. Our real-world Case Method of Learning is not about textbooks and lectures – it’s about learning by doing. You’ll identify specific, practical learning takeaways through deep discussion and simulations, then develop an implementation plan with feedback from other leaders. You’ll complete the program having gained new skills, heard insights from peers, and developed a clear strategy to tackle specific challenges back at work
Learn more about the Ivey ExperienceIndustry Guests
![Jamie Coulter](/imageGen.ashx?image=/media/lvpe5qyj/jamie-coulter.jpg&width=480&format=jpeg)
Jamie Coulter
Chief Executive Officer, Raymond James Ltd.
Participant Testimonials
The program allows you to expand your thinking — for me, that was incredibly engaging and valuable. The experience has absolutely had an impact on my leadership style. It has made me more confident in my strategic perspective and ability to communicate those insights.
Neela White, Portfolio Manager, 3Macs - Raymond James Ltd.The program’s intent is to help create that next generation of advisors — future leaders in the modern wealth management industry. This program creates a safe environment for advisors from different firms and geographies to gather through interactive sessions at some stunning locales, step out from their businesses and talk candidly with their peers.
Jamie Coulter, CEO, Raymond James Ltd.As an advisor, you don't often get the opportunity to hear insights from other firms. This program gave me a valuable opportunity to talk to other advisors, compare notes, and see if there is a better way of doing things.
John Riedl, Senior Wealth Advisor, National Bank FinancialThe program has helped me realize that I need to be agile and adaptable and spend time on skills I didn’t fully appreciate. The quality of information that has been provided by industry experts and Ivey faculty has been stellar.
Diane Perry, Senior Portfolio Manager, 3Macs, Raymond James Ltd.The faculty members are remarkable — not only are they deep thinkers, but they also adapt to the dialogue in the room and reflect back a truly meaningful learning experience.
Ben Lapshinoff, Senior Wealth Advisor, National Bank FinancialFees
$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
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.
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.
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.