Our open-enrollment programs are designed to help you gain the knowledge, skills and credentials to propel your career to the next level.  Many of our offerings are industry-specific, capitalizing on the resources of our nationally recognized academic programs.  We can also customize programs [link to custom programs page] to meet specific organizational needs.

Programs include a mix of online and in-person instruction, some at our new executive education office in West Palm Beach.  Our asynchronous content is typically self-paced while our live programming facilitates strong peer-to-peer interaction.  Whenever possible, our programs are designed to meet or exceed continuing credit requirements.  Badges are also available through certain programs.

Current Programs

Alternative Investments Series

Hosted at our executive education office in West Palm Beach, the Alternative Investments Series is an immersive, hands-on learning experience that bridges the gap between academic excellence and practical application, equipping participants with actionable insights, stronger networks and enhanced investment acumen. With the industry projected to surpass $24 trillion by 2027, financial professionals must stay ahead of the curve to integrate alternative investments effectively into their portfolios.

Program Highlights

  • Faculty-Led and Industry-Backed Instruction – Sessions led by faculty, along with support from top-tier investment managers, institutional allocators and finance experts
  • Hands-On Learning – Live due diligence case studies and portfolio construction exercises
  • High-Impact Networking – Fireside chats, roundtable discussions and curated networking with industry leaders
  • Strategic Schedule – One evening of education and networking, plus one full day of expert-led education
  • Intimate Class Size – 40 participants per session for a tailored, interactive experience
  • Continuing Education – Up to 12 CE credits per session from top credentialing bodies: CFP®, CPA/NASBA, IWI® (CIMA®, CPWA®, RMA®), IMDDA, NASAA 

Who Should Attend?
• Financial advisors, RIAs and family offices
• Institutional investors (OCIOs, Endowments, Pension Funds)
• Alternative investment managers and service providers

2025 In-Person (West Palm Beach):

Alternative Investments - Private Credit

  • Each session consists of one full day of instruction preceded by an evening reception and fireside chat on the first day
  • Offered: Registration for fall sessions is currently closed.

Alternative Investments – Hedge Funds

  • Each session consists of one full day of instruction preceded by an evening reception and fireside chat on the first day
  • Offered: Registration for fall sessions is currently closed.

2026 In-Person (West Palm Beach):

Two new modules, Infrastructure and Real Assets, in addition to Private Credit and Hedge Funds will be offered in spring 2026. Specific dates for spring 2026 sessions will be announced in fall 2025.