Citi, Wharton School mark anniversary of Institute.
NEW YORK: Amid a continued expansion of the first-of-its kind global executive education program for wealth advisors, Citi and the Wharton School of the University of Pennsylvania marked the third anniversary of the Citi Wharton Global Wealth Institute this month.
Initially launched in Philadelphia and Beijing, the program has since expanded to Mexico City, San Francisco and Cambridge. This year the Citi Wharton Global Wealth Institute added an exciting new program. Since its launch in October 2015, more than 1,000 Citi Relationship Managers and Financial Advisors have participated in the program.
Over the course of three years and 28 sessions, the Citi Wharton Global Wealth Institute has educated Financial Advisors and Relationship Managers - both on-campus and online - to be able to deliver best in class services to Citi clients worldwide. Building on this success, in May 2018, Citi and Wharton introduced Excellence in Sales Leadership, a new curriculum and set of courses for the team leaders of Citi Financial Advisors and Relationship Managers.