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 Overview
The Wharton Advanced Finance Program is a
unique, world-class opportunity for senior-level
executives and high-potential professionals who
are rapidly ascending in their career and need
to advance their knowledge of finance in an
immersive yet flexible learning journey.

Taught by the same distinguished Wharton faculty
who teach in our top-ranked MBA program, the
Advanced Finance Program is for executives who
want to be at the leading edge of their professions.
Upon completion of the Advanced Finance
Program, you will be granted Wharton alumni
status, becoming a part of our 96,000+ global
alumni network, and gain access to resources that
facilitate both personal and professional growth
through lifelong learning opportunities.
Advanced Finance Program Highlights & Benefits:
•  Enjoy the flexibility of starting your learning journey in a time frame that
aligns with your professional goals and allows you to learn while you work
•  Build a global network through the dynamic Wharton learning community in
which you will be immersed
•  Experience individual business coaching and support from Wharton’s team of
expert executive coaches
•  Achieve Wharton alumni status

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Experience & Impact
The Advanced Finance Program provides a tailored
learning journey that allows you to accelerate your
professional development in a way that capitalizes
on your current knowledge of finance. You will be
taught by the same Wharton faculty who teach
in our top-ranked MBA program. Also, Wharton’s
classroom environment is further enriched by
renowned industry leaders and experts who
reveal best practices and share highly relevant
experiences from the industry front lines.
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The Advanced Finance Program consists of six open-enrollment finance
programs and is designed to be completed within two years. Choose from
the following programs:
•  Corporate Valuation
•  Investment Strategies and Portfolio Management
•  Mergers and Acquisitions
•  Private Equity: Investing and Creating Value
•  The CFO: Becoming a Strategic Partner
•  Value Creation and Growth through Innovative Corporate Finance
•  Venture Capital
•  Wharton Finance for Executives
Throughout your learning journey, you will experience highly personalized service
from Wharton. From the application process and program selection, to executive
coaching and one-on-one feedback, you will have world-renowned business
experts to support and guide you.
At the completion of the Advanced Finance Program, you will return to your
organization with:
•  Advanced financial acumen that will distinguish you professionally
•  Strategic insight that will strengthen your financial leadership skills as well as
enhance your professional value to your company
•  A powerful network of peers and industry leaders from a variety of industries
and business disciplines
•  Wharton alumni status
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 Participant Profile
The Advanced Finance Program is for senior-level
executives and high-potential professionals who
wish to accelerate their career development in
the area of modern finance. This program is for
executives working in roles where they need to
significantly expand their understanding of finance
or whose career mobility demands
greater expertise.

Ideal participants will have significant career and

academic achievement and will currently be on a
career progression that has involved consistently
increasing levels of responsibility.

The Admissions Committee may request that

applicants submit academic records and a
professional letter of recommendation as part of
the admissions process. If requested, this letter
must be written by someone who can attest
to your professional achievements and provide
additional information about your career goals.

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Executive Coaching
Executive coaching is a distinctive feature of
the Advanced Finance Program experience.
Deliberately designed and based on the latest
management research, the coaching you’ll receive
as an Advanced Finance Program participant will
deepen your self-awareness and reveal leadership
blind spots. Expertly trained, highly experienced
executive coaches, who use evidence-based
techniques to promote leadership development,
will find the most effective methods to motivate
and inspire you. Their main objective? Helping you
achieve the most impactful results in the shortest
amount of time.
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Coaching Structure
Early in your learning journey you will begin the coaching process. You will work
with an executive coach for six sessions, over a six-month period, with each
session building upon your previous learning.
Executive coaching starts with an assessment. Through this process, you
will gain an increased self-awareness of your leadership skills. You will better
understand your strengths as well as your key competency areas that need
development.
Together, you and your coach will analyze your feedback data, as well as your
professional work experience, current challenges, and career objectives. From
there, your coach will help you develop a customized plan designed to advance
your leadership skills and achieve your professional goals. Your coach will be
your accountability partner in achieving successful development, helping you
stay on track and measure your progress.
Key Takeaways
You will come away from the Advanced Finance Program executive-coaching
experience with:
•  An in-depth perspective on how your individual strengths and leadership
style work within the culture of your company
•  A customized plan of action that allows you to immediately deploy
technical skills and customized approaches to provide maximum results
within your organization
•  Greater confidence to lead successfully in any challenge—knowing you now
have the tools to constantly build upon your strengths
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SENIOR-LEVEL FINANCE EXECUTIVES
This example program path is designed to build upon a participant’s existing finance knowledge and business expertise, while providing an integrated
perspective necessary to understanding the latest thinking in key areas of finance. This path is ideal for senior executives who already work in finance
and wish to deepen their knowledge.

RECOMMENDED PROGRAMS ACADEMIC DIRECTORS

Value Creation and Growth through Innovative Corporate Finance Itay Goldstein, PhD
Joel S. Ehrenkranz Family Professor; Professor of Finance;
Learn how your financial institution or firm can effectively manage risk in today’s uncertain economy. Coordinator of PhD Program, The Wharton School
Discover whether it is more efficient to take on debt, offer equity, or do a combination of both when
making capital structure decisions.

Corporate Valuation Michael Roberts, PhD

William H. Lawrence Professor; Professor of Finance,
Takes your leadership skills to the next level by providing the real-world knowledge The Wharton School
and decision-making skills crucial to the ongoing effectiveness of your leadership.

Mergers and Acquisitions Robert Holthausen, PhD

EY Professor; The Nomura Securities Co. Professor;
Our interdisciplinary faculty and industry speakers help you select, assess, and evaluate Professor of Accounting and Finance, The Wharton School
potential opportunities. Examine acquisition strategy, valuation techniques, tax issues,
due diligence, and post-acquisition integration.

Private Equity: Investing and Creating Value Bilge Yilmaz, PhD

Wharton Private Equity Professor; Professor of Finance; Director,
Gain exposure to the strategies that private equity firms use to structure and finance a deal and create Wharton Alternative Investments Initiative, The Wharton School
value for their investors. Understand the key drivers in private equity and gain confidence in evaluating
investment opportunities.

Venture Capital Bilge Yilmaz, PhD

Wharton Private Equity Professor; Professor of Finance; Director,
Learn how to evaluate venture capital investment opportunities and do due diligence that will uncover Wharton Alternative Investments Initiative, The Wharton School
pitfalls and mitigate risk.

The CFO: Becoming a Strategic Partner David Wessels, PhD

Adjunct Professor of Finance, The Wharton School
This program helps you refine your leadership style, communicate your financial knowledge to other
leaders, and make a greater contribution to strategy development and value creation in your organization.

Download Materials Visit Program Page

TO SCHEDULE A PERSONALIZED PROGRAM CONSULTATION PLEASE CONTACT:

Maria Minniti, Director, Senior Leadership Programs
+1.215.898.1776 (worldwide) | execed@wharton.upenn.edu

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www.WhartonAFP.com execed.wharton.upenn.edu FINANCE PROGRAM
 CP-AFPR-0518

HIGH-POTENTIAL FINANCE EXECUTIVES

This example program path focuses on providing a deeper understanding of core finance disciplines relevant to today’s rapidly changing business environment.
This path is ideal for high-potential finance professionals who need to accelerate their knowledge of modern finance.

RECOMMENDED PROGRAMS ACADEMIC DIRECTORS

Wharton Finance for Executives Michael Roberts, PhD

William H. Lawrence Professor; Professor of Finance,
Demystify the process of creating shareholder value; gain techniques to evaluate the financial The Wharton School
impact and value of strategic decisions; and explore issues such as capital structures,
diversification, and risk.

Investment Strategies and Portfolio Management Jeffrey F. Jaffe, PhD

Associate Professor of Finance, The Wharton School
Develop investment portfolios that generate the highest return for your level of investment risk.
This program provides a solid foundation for building optimal portfolios and effective tools for
making better investments.

Corporate Valuation Michael Roberts, PhD

William H. Lawrence Professor; Professor of Finance,
Takes your leadership skills to the next level by providing the real-world knowledge The Wharton School
and decision-making skills crucial to the ongoing effectiveness of your leadership.

Mergers and Acquisitions Robert Holthausen, PhD

EY Professor; The Nomura Securities Co. Professor;
Our interdisciplinary faculty and industry speakers help you select, assess, and evaluate Professor of Accounting and Finance, The Wharton School
potential opportunities. Examine acquisition strategy, valuation techniques, tax issues,
due diligence, and post-acquisition integration.

Private Equity: Investing and Creating Value Bilge Yilmaz, PhD

Wharton Private Equity Professor; Professor of Finance; Director,
Gain exposure to the strategies that private equity firms use to structure and finance a deal and create Wharton Alternative Investments Initiative, The Wharton School
value for their investors. Understand the key drivers in private equity and gain confidence in evaluating
investment opportunities.

Venture Capital Bilge Yilmaz, PhD

Wharton Private Equity Professor; Professor of Finance; Director,
Learn how to evaluate venture capital investment opportunities and do due diligence that will uncover Wharton Alternative Investments Initiative, The Wharton School
pitfalls and mitigate risk.

Download Materials Visit Program Page

TO SCHEDULE A PERSONALIZED PROGRAM CONSULTATION PLEASE CONTACT:

Maria Minniti, Director, Senior Leadership Programs
+1.215.898.1776 (worldwide) | execed@wharton.upenn.edu

ADVANCED
www.WhartonAFP.com execed.wharton.upenn.edu FINANCE PROGRAM