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Investment Professional Leadership Program
Develop the leadership skills you need to build a thriving investment advisory business and take your investment practice to the next level.
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Purpose and Impact
Investment professionals today face a shifting, disrupted business landscape. In addition to weathering market upheavals, effective investment advisors must navigate complex and often competing stakeholder interests. Cutting through the noise and making strategic decisions with confidence is critical to success.
The Investment Professional Leadership Program from Ivey Business School is designed to help high-performing advisors future-proof their leadership skills while addressing the industry's unique challenges. Throughout the program, you will hone your capabilities as a practice leader and develop the skills necessary to thrive in a new world of client expectations.
In addition to a one-week intensive with Ivey faculty, you’re also matched 1:1 with a top-tier Executive Coach to tackle a real-world Action Plan specific to your practice. It’s not about lectures — the Ivey experience is interactive, fast-paced, and highly practical.
Participant Profile
The Investment Professional Leadership Program is designed for experienced mid-career financial advisors looking to take their practice to the next level and enhance their leadership abilities. Ideal candidates are seasoned professionals who have established a strong foundation in financial advisory and are now eager to refine their strategic thinking, leadership agility, and communication skills.
Participants are typically:
- Mid-career financial advisors who have built a successful client base and are looking to scale their practice further.
- Professionals managing a team or preparing to take on more significant leadership responsibilities within their firm or independently.
- Advisors who want to deepen their ability to navigate complex client relationships, handle difficult conversations, and lead their teams through periods of market uncertainty.
- Individuals committed to staying ahead of industry trends, including regulatory changes, digital transformation, and other market shifts.
- Those who aspire to develop a strategic action plan for long-term success and maintain a competitive edge in a rapidly changing industry.
The program is selective, ensuring a cohort of high-caliber professionals. The program Director will approve successful applicants after a thorough review of the initial application to assess fit and readiness for this advanced leadership development experience.
Learning Outcomes
Leadership Agility and Communication
- Build leadership agility to adapt quickly to changes in the financial advisory landscape.
- Master the art of navigating difficult conversations with both clients and employees.
- Strengthen your communication skills to lead with clarity in complex situations.
Strategic Thinking and Decision-Making in Complexity
- Identify and respond to key trends shaping the financial advisory business in Canada.
- Develop strategic insights to stay competitive, manage regulatory challenges, and integrate ESG factors into your practice.
- Lead your team effectively by focusing on team management, technology integration, and modern service models.
Navigating Change and Transformation
- Align your teams, clients, and followers with transformation. Understand the change process (digital, future of work, competition) and build a culture of innovation in your practice.
- Prepare yourself to sustain long-term effort and personal growth. Build personal and team resilience.
Executive Coaching for Impact
The Investment Professional Leadership Program includes personalized 1:1 executive coaching to help participants apply key learnings and sustain their growth long after the program ends. Coaches provide tailored guidance, working closely with participants to refine their leadership skills, enhance strategic thinking, and implement their action plans within their advisory practice.
This coaching ensures accountability, offering ongoing support to help participants navigate challenges, embed new strategies, and drive meaningful improvements in both their leadership and business performance.
CIRO Accreditation
This program is approved for 20.0 CE Credits through the Canadian Investment Regulatory Organization.
How You Learn
The Investment Professional Leadership Program is deeply experiential, grounded in case research, and facilitated by expert faculty from Ivey Business School. Our real-world Case Method of Learning is not about textbooks and lectures – it’s about learning by doing. You’ll identify specific, practical learning takeaways through deep discussion and simulations, then develop an implementation plan with feedback from other leaders. You’ll complete the program having gained new skills, heard insights from peers, and developed a clear strategy to tackle specific challenges back at work
Learn more about the Ivey Experience
Expert Faculty Led Sessions
Ivey Case Method
Online Learning Activities
Peer Learning Teams
Simulations And Role Play
Industry Guests
Executive Coaching
Return on Investment
By participating in the Investment Professional Leadership Program, you will accelerate your career growth and enhance your leadership capabilities in the following ways:
- Enhanced Leadership Agility: Develop the skills to lead effectively through uncertainty, adapt quickly to market changes, and make confident decisions under pressure.
- Improved Client and Team Communication: Master the art of difficult conversations with clients and employees, improving relationships, trust, and long-term retention.
- Strategic Insight: Gain a deeper understanding of emerging industry trends to position yourself as a thought leader in the financial advisory space.
- Actionable Growth Plan: Leave the program with a customized action plan that integrates key learnings into your practice, allowing you to drive measurable improvements in client satisfaction, business development, and leadership impact.
- Long-Term Development: Work with an executive coach post-program to sustain your personal and professional growth, ensuring continued success and relevance in the evolving financial services industry.
Participant Testimonials
FAQs
Organizations and participants in Canada may benefit from the Canada Job Grant or the Canada Training Credit to offset a portion of program fees. Visit our Funding Resources page to learn more.
Our Program Managers will contact all registered participants prior to the program start date with instructions to join our online Learning Management System. Once logged in, you will be able to create a class profile, view other participants' profiles, and access a list of assigned pre-reading, cases, and activities. Plan to review and complete preparation work in advance of each class session.
At Ivey, we embrace learning as an interactive experience. Rather than lecturing, your faculty facilitators will guide the group through hands-on activities, discussions, cases, simulations, and more. To get the most value from your learning experience, you should expect to be present and engaged in class sessions. To learn more, click here to visit our Learning Experience page.
3 days
