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Executive Leadership Program
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Preparing the Next Generation of RIA Leaders

The Schwab Executive Leadership Program is designed to prepare the next generation of leaders at registered investment advisory (RIA) firms. This exclusive one-year program combines premier academic curricula and faculty from some of the nation’s top graduate schools with the deep industry experience of Charles Schwab.
 

Real-World Curriculum

Blending the rigor and thought leadership of top-tier institutions with real-world relevance for RIA firms, the program emphasizes effective leadership skills and key issues that can affect firms’ success. The curriculum combines in-person events, online learning, coaching, and peer interaction.

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ADMISSIONS

The 2021 Executive Leadership Program is currently in session. Admissions for the 2022 program will begin in August 2021. To indicate interest in future year’s program, please email SchwabExecutiveLeadership@schwab.com

 

TUITION

$6,000 tuition includes program fee, books, and course materials. Participants must book their own travel to two in-person events and cover all associated costs, including transportation, accommodations, and some meals. Tuition may be higher for future programs.

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Executive Leadership Program brochure

SchwabExecutiveLeadership@schwab.com

2021 PROGRAM CALENDAR

  • February–December 2021:
    Five 10-week courses, featuring video-based lessons, live instruction, and peer interaction, including weekly discussions and group assignments
  • January 2022:
    In-person 2-day Capstone Event in Phoenix, AZ*

    • 2022 PROGRAM CALENDAR

    • April-June 2021:
      Nominations
    • August–September 2021:
      Applications and admissions
    • January 2022:
      In-person 2 day Keystone Event in Phoenix, AZ*
    • February–December 2022:
      Five 10-week courses, featuring video-based lessons, live instruction, and peer interaction, including weekly discussions and group assignments
    • January 2023:
      In-person 2-day Capstone Event in Texas

    Please note: Program dates are subject to change. Due to the limited capacity and program demand, cancellations must be received in writing at least 30 days before the Keystone Event.

    * Schwab is committed to a safe return to live events. We will continue to monitor the realities of in-person events and will follow CDC and regional recommendations on how to proceed.

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    For institutional audiences. Information included on this site is intended to be an overview and is subject to change.

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