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.
 


Executive Leadership Program brochure

ExecutiveLeadership@schwab.com


 Watch a video about the program.

2018 PROGRAM CALENDAR

  • September–October 2017:
    Applications and admissions
     
  • January 2018:
    In-person 2-day Keystone Event in
    Phoenix, Arizona
     
  • February–December 2018:
    Five 10-week courses, featuring video-based lessons, live instruction, and peer interaction, including weekly discussions and group assignments
     
  • January 2019:
    In-person 2-day Capstone Event in Dallas, 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.
Program Year

 
  • In-Person Event
    • Connect face to face with program participants
  • Interactive Guided Learning
  • Course Work
    • Video-based lessons
    • 2 hours of course work each week
    • 1-hour live weekly class
    • Discussion and group assignments
  • Informal Learning
    • Practical application of concepts
    • Online discussions
    • Coaching

ADMISSIONS

The 2018 Executive Leadership Program is now full and we are no longer accepting applications at this time. If you have any questions, or are interested in participating in a future 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.