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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 2019 Executive Leadership Program is currently in session. Admissions for the 2020 program will be open in August 2019. To indicate interest in future year’s program, please email ExecutiveLeadership@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.
Apply Now

Executive Leadership Program brochure

ExecutiveLeadership@schwab.com

 Watch a video about the program.

2020 PROGRAM CALENDAR

  • August–September 2019:
    Applications and admissions
  • January 2020:
    In-person 2-day Keystone Event in
    Phoenix, Arizona
  • February–December 2020:
    Five 10-week courses, featuring video-based lessons, live instruction, and peer interaction, including weekly discussions and group assignments
  • January 2021:
    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.

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