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

 Watch a video about the program.


  • 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


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



$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.