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PROGRAM
 Overview
The Wharton Advanced Finance Program is a
unique, world-class opportunity for senior-level
executives and high-potential professionals who
are rapidly ascending in their career and need
to advance their knowledge of finance in an
immersive yet flexible learning journey.

Taught by the same distinguished Wharton faculty Advanced Finance Program Highlights & Benefits:
who teach in our top-ranked MBA program, the
Advanced Finance Program is for executives who •  Enjoy the flexibility of starting your learning journey in a time frame that
want to be at the leading edge of their professions. aligns with your professional goals and allows you to learn while you work
•  Build a global network through the dynamic Wharton learning community in
Upon completion of the Advanced Finance which you will be immersed
Program, you will be granted Wharton alumni
•  Experience individual business coaching and support from Wharton’s team of
status, becoming a part of our 98,000+ global expert executive coaches
alumni network, and gain access to resources that
facilitate both personal and professional growth •  Achieve Wharton alumni status
through lifelong learning opportunities.

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 The Advanced Finance Program consists of six open-enrollment finance
programs and is designed to be completed within two years. Choose from

Experience & Impact

the following programs:

•  Assessing Commercial Real Estate Investments and Markets

•  Corporate Valuation
•  Investment Strategies and Portfolio Management
The Advanced Finance Program provides a tailored
learning journey that allows you to accelerate your •  Mergers and Acquisitions
professional development in a way that capitalizes •  Private Equity: Investing and Creating Value
on your current knowledge of finance. You will be •  The CFO: Becoming a Strategic Partner
taught by the same Wharton faculty who teach
•  Value Creation and Growth through Innovative Corporate Finance
in our top-ranked MBA program. Also, Wharton’s
classroom environment is further enriched by •  Venture Capital
renowned industry leaders and experts who •  Wharton Finance for Executives
reveal best practices and share highly relevant Throughout your learning journey, you will experience highly personalized service
experiences from the industry front lines. from Wharton. From the application process and program selection, to executive
coaching and one-on-one feedback, you will have world-renowned business
experts to support and guide you.

At the completion of the Advanced Finance Program, you will return to your
organization with:

•  Advanced financial acumen that will distinguish you professionally

•  Strategic insight that will strengthen your financial leadership skills as well as
enhance your professional value to your company
•  A powerful network of peers and industry leaders from a variety of industries
and business disciplines
•  Wharton alumni status

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 Participant Profile
The Advanced Finance Program is for senior-level
executives and high-potential professionals who
wish to accelerate their career development in
the area of modern finance. This program is for
executives working in roles where they need to
significantly expand their understanding of finance
or whose career mobility demands
greater expertise.

Ideal participants will have significant career and

academic achievement and will currently be on a
career progression that has involved consistently
increasing levels of responsibility.

The Admissions Committee may request that

applicants submit academic records and a
professional letter of recommendation as part of
the admissions process. If requested, this letter
must be written by someone who can attest
to your professional achievements and provide
additional information about your career goals.

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 Coaching Structure
Executive Coaching Early in your learning journey you will begin the coaching process. You will work
with an executive coach for six sessions, over a six-month period, with each
session building upon your previous learning.

Executive coaching is a distinctive feature of Executive coaching starts with an assessment. Through this process, you
the Advanced Finance Program experience. will gain an increased self-awareness of your leadership skills. You will better
Deliberately designed and based on the latest understand your strengths as well as your key competency areas that need
management research, the experience you’ll development.
receive as an Advanced Finance Program
participant will deepen your self-awareness and Together, you and your coach will analyze your feedback data, as well as your
reveal leadership blind spots. Expertly trained, professional work experience, current challenges, and career objectives. From
highly experienced executive coaches, who use there, your coach will help you develop a customized plan designed to advance
evidence-based techniques to promote leadership your leadership skills and achieve your professional goals. Your coach will be
development, will find the most effective methods your accountability partner in achieving successful development, helping you
to motivate and inspire you. Their main objective? stay on track and measure your progress.
Helping you achieve the most impactful results in
the shortest amount of time. Key Takeaways
You will come away from the Advanced Finance Program executive-coaching
experience with:

•  An in-depth perspective on how your individual strengths and leadership

style work within the culture of your company
•  A customized plan of action that allows you to immediately deploy
technical skills and customized approaches to provide maximum results
within your organization
•  Greater confidence to lead successfully in any challenge—knowing you now
have the tools to constantly build upon your strengths

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SENIOR-LEVEL FINANCE EXECUTIVES
This example program path is designed to build upon a participant’s existing finance knowledge and business expertise, while providing an integrated
perspective necessary to understanding the latest thinking in key areas of finance. This path is ideal for senior executives who already work in finance
and wish to deepen their knowledge.

RECOMMENDED PROGRAMS ACADEMIC DIRECTORS

Value Creation and Growth through Innovative Corporate Finance Itay Goldstein, PhD
Joel S. Ehrenkranz Family Professor; Professor of Finance; Professor
Learn how your financial institution or firm can effectively manage risk in today’s uncertain economy. of Economics; Coordinator of PhD Program, The Wharton School
Discover whether it is more efficient to take on debt, offer equity, or do a combination of both when
making capital structure decisions.

Corporate Valuation Michael Roberts, PhD

William H. Lawrence Professor; Professor of Finance,
Takes your leadership skills to the next level by providing the real-world knowledge The Wharton School
and decision-making skills crucial to the ongoing effectiveness of your leadership.

Mergers and Acquisitions Robert Holthausen, PhD

The Nomura Securities Co. Professor; Professor of Accounting;
Our interdisciplinary faculty and industry speakers help you select, assess, and evaluate Professor of Finance, The Wharton School
potential opportunities. Examine acquisition strategy, valuation techniques, tax issues,
due diligence, and post-acquisition integration.

Private Equity: Investing and Creating Value Bilge Yilmaz, PhD

Wharton Private Equity Professor; Professor of Finance;
Gain exposure to the strategies that private equity firms use to structure and finance a deal and create Director, Joshua J. Harris Alternative Investments Program,
value for their investors. Understand the key drivers in private equity and gain confidence in evaluating The Wharton School
investment opportunities.

Venture Capital Bilge Yilmaz, PhD

Wharton Private Equity Professor; Professor of Finance;
Learn how to evaluate venture capital investment opportunities and do due diligence that will uncover Director, Joshua J. Harris Alternative Investments Program,
pitfalls and mitigate risk. The Wharton School

The CFO: Becoming a Strategic Partner David Wessels, PhD

Adjunct Professor of Finance, The Wharton School
This program helps you refine your leadership style, communicate your financial knowledge to other
leaders, and make a greater contribution to strategy development and value creation in your organization.

Download Materials Visit Program Page

TO SCHEDULE A PERSONALIZED PROGRAM CONSULTATION PLEASE CONTACT:

Maria Minniti, Director, Senior Leadership Programs
+1.215.898.1776 (worldwide) | [email protected]

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www.WhartonAFP.com execed.wharton.upenn.edu FINANCE PROGRAM
 CP-AFPR-0419

HIGH-POTENTIAL FINANCE EXECUTIVES

This example program path focuses on providing a deeper understanding of core finance disciplines relevant to today’s rapidly changing business environment.
This path is ideal for high-potential finance professionals who need to accelerate their knowledge of modern finance.

RECOMMENDED PROGRAMS ACADEMIC DIRECTORS

Wharton Finance for Executives Michael Roberts, PhD

William H. Lawrence Professor; Professor of Finance,
Demystify the process of creating shareholder value; gain techniques to evaluate the financial The Wharton School
impact and value of strategic decisions; and explore issues such as capital structures,
diversification, and risk.

Investment Strategies and Portfolio Management Jeffrey F. Jaffe, PhD

Associate Professor of Finance, The Wharton School
Develop investment portfolios that generate the highest return for your level of investment risk.
This program provides a solid foundation for building optimal portfolios and effective tools for
making better investments.

Corporate Valuation Michael Roberts, PhD

William H. Lawrence Professor; Professor of Finance,
Takes your leadership skills to the next level by providing the real-world knowledge The Wharton School
and decision-making skills crucial to the ongoing effectiveness of your leadership.

Mergers and Acquisitions Robert Holthausen, PhD

The Nomura Securities Co. Professor; Professor of Accounting;
Our interdisciplinary faculty and industry speakers help you select, assess, and evaluate Professor of Finance, The Wharton School
potential opportunities. Examine acquisition strategy, valuation techniques, tax issues,
due diligence, and post-acquisition integration.

Private Equity: Investing and Creating Value Bilge Yilmaz, PhD

Wharton Private Equity Professor; Professor of Finance;
Gain exposure to the strategies that private equity firms use to structure and finance a deal and create Director, Joshua J. Harris Alternative Investments Program,
value for their investors. Understand the key drivers in private equity and gain confidence in evaluating The Wharton School
investment opportunities.

Venture Capital Bilge Yilmaz, PhD

Wharton Private Equity Professor; Professor of Finance;
Learn how to evaluate venture capital investment opportunities and do due diligence that will uncover Director, Joshua J. Harris Alternative Investments Program,
pitfalls and mitigate risk. The Wharton School

Download Materials Visit Program Page

TO SCHEDULE A PERSONALIZED PROGRAM CONSULTATION PLEASE CONTACT:

Maria Minniti, Director, Senior Leadership Programs
+1.215.898.1776 (worldwide) | [email protected]

ADVANCED
www.WhartonAFP.com execed.wharton.upenn.edu FINANCE PROGRAM