08/25/2026
Thank you to everyone who wanted to learn more about Yale's online course, Wealth Management Theory and Practice.
Live participants had the opportunity to put their questions about the course and the CPWA® certification process to our program director, Jim Dobbs.
Learn more: https://som.yale.edu/executive-education/for-individuals/finance/wealth-management-theory-practice
Missed it live? Watch the recording: https://www.youtube.com/watch?v=CXcLy-Iyqzk