The Wharton investment courses are designed to meet the needs of multiemployer and public plan trustees, administrators and staff, human resources and benefits professionals, corporate officers and executives, finance personnel, investment professionals and fiduciaries who represent both defined benefit and defined contribution plans. Representatives of funds from various types, sizes and geographic areas, including Canada, will benefit from the courses. The courses are independent units that may be completed in any sequence, although we strongly encourage individuals with little investment course experience to complete the Portfolio Concepts and Management course as a foundation prior to attending the Advanced Investments Management.
