SPECIAL TOPICS IN WEALTH MANAGEMENT: DIS

Columbia SPS is on the forefront of leading issues in the Wealth Management
profession. This course is designed to explore disruptive trends in the Wealth
Management industry and the opportunities and challenges that may result. As the
profession evolves, our graduates will be prepared to be leaders within all business
models across wealth management. Topics include, but are not limited to,
technology, client psychology, ESG/sustainable investing, financial products,
evolving fee structures, shifting demographics, increased regulatory burdens,
democratization of financial advice, and more.