Investment Management Courses
Seminars. Workshops. Master Classes.
Top Professional Investment Management Courses
USA. Canada. Europe. Asia.
Best in Class CIO and Portfolio Manager Master Classes, Courses, and Seminars
Click above to download Top Investment Courses & Seminars Catalog 2025 (PDF version)
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The Master Classes are designed for corporate finance managers, investment managers and investment advisors. The classes are offered every month from
January to December in top cities. The duration of the courses vary from one week to six months. Master Classes topics and duration can be customized for groups.
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Short Courses (2 - 5 Days Seminars) |
Master Classes (1 to 2 Weeks Workshops) |
Advanced Programs (1 - 12 Months Programs) |
Think Tank Master Classes
(1 to 2 Weeks Professional Master Training Classes)
USA Master Classes
Las Vegas, NV. Los Angeles, CA. San Francisco, CA.
Seattle, WA.
Chicago, IL. New York, NY. Washington, DC. Houston, TX. Miami, FL.
All courses are offered monthly for the public and on-demand for groups and senior executives.
| Master Classes
& Short Courses Offered Monthly & On-Demand. |
Duration |
Master Class Fees |
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| 1 |
Investment Analysis Best Practices |
5 Days | $9,999 | |
| 2 | Options Trading Course | 3 Days | $9,999 | |
| 3 | Financial Analysis and Modeling | 5 Days | $19,999 | |
| 4 |
Wealth Management Course |
5 Days |
$19,999 |
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| 5 | Technical Analysis and Signal Correlation Course | 3 Days | $19,999 | |
| 6 | Corporate Finance Program | 1-2 Weeks | $29,999 | |
| 7 | Investment Management Seminar (new) | 5 days | $39,999 | |
| 8 | Strategic Investment Management Seminar (new) ** | 5 days | $99,999 | |
| 9 | Advanced Investment Management Program (new) ** | 1 Month | $199,999 |
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Think Tank Master Classes Training Notes:
Course Dates: The executive education programs are offered monthly from January to December in top venues. For the specific dates for each venue, please visit the Executive Education Calendar. If you are looking for other dates or venues, please contact us
Course Customization: The topics, duration, and delivery of some courses can be customized to client needs.
For in-classroom or distance-learning (via zoom video) group discounts or one-to-one senior executive coaching, please contact us
- ** This MasterClass is an exclusive course designed for large investment firms, hedge funds, and ultra-high net worth investors (UHNWI). Think tank classes are delivered by highly respected subject matter experts offering unique insights based on a breakthrough proprietary research. The workshops can be customized and delivered to a group of delegates or one to one coaching.
Customization: (What is Not Covered?)
The courses does not cover government regulations or investment laws. If you require specific review or consulting advice for your fund, please specify that in the registration form
Although the courses cover the key aspects of investment management decisions, it is not designed to make you an economist, statistician, or market technician. If you require an in-depth customization of a specific topic, please indicate that in the course registration form
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The courses cover best practices and strategies that are employed by top investment managers and help improve their investing performance and managing risks. However, it does not cover the institute's proprietary R Algos for asset picking, buy-sell timing signals or macro predictive analytics. If you need an institutional investment consulting advice, please specify that in the customization request of the registration form.
Legal Disclaimer and Investment Opinion Notes: Role, Purpose and Conflict of Interest
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The institute is a think tank and education organization, we provided critical analysis and education of investment management practices. Our opinion is incidental to our profession. We are not an investment advisory or brokerage firm. We do not sell investments and we do not seek outside investments. We do not manage external assets. We do not function as a rating agency. We do not accept compensation from companies for review or rating purposes. Any recommendation for or against any asset, trading strategy, buy or sell action is done for an educational purpose only. The expressed opinions should not be considered as an endorsement for or against any asset, company or investment firm. Markets are hyper-dynamic. Our forecasts continuously change with changing data; they are used as an input to complex risk management and valuation decision models. Despite past success in economic forecasting and research portfolio designs, we do not provide any guarantee for future forecasts or performance.
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The Institute Training Advantage
Why clients invest in our management training courses?
Client Testimonials. Education Excellence. CEO Club.
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Training Delivery Options
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Accelerated Executive Programs and Workshops:
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Executive Education Calendar
Investment courses and seminars are offered during the following seasons and months:
Winter: December, January and February.
Spring: March, April and May.
Summer: June, July and August.
Autumn: September, October and November.
Investment management programs are offered worldwide from January to December, including:
- USA: Las Vegas. Los Angeles. San Diego. San Francisco. Seattle. Chicago. Atlanta. New York. Washington, DC. Houston. Dallas. Miami.
- Canada: Vancouver. Montreal. Toronto.
- Europe: Milan and Rome, Italy. Paris and Nice, France. Stockholm, Sweden. Copenhagen, Denmark. Oslo, Norway. Frankfurt, Berlin, Hamburg and Munich, Germany. Barcelona and Madrid, Spain. Athens, Greece. Amsterdam, Netherlands, Geneva and Zurich, Switzerland.
- Asia: Singapore. Dubai, UAE. Kuala Lumpur, Malaysia. Bali, Indonesia Taipei, Taiwan. Seoul, South Korea. Tokyo, Japan. Phuket, Thailand. Hanoi and Da Nang, Vietnam. Sydney and Melbourne, Australia.
For specific dates, please visit:
Training Seminar Preparation:
- If you are traveling to attend a workshop, we recommend that you arrive at least one day before the start of the course.
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The institute's capacity building and development services include the following:
- Executive Education: Senior Executive Seminars and Executive Courses
- Bespoke Corporate Training and Corporate Retreats
- Executive Education for Government: Government Courses and Government Seminars
- Executive Education for Investment Managers: Investment Courses and Investment Seminars
- Executive Education: Business Courses and Business Seminars
