The 2007 Securities Industry Institute was a great success!
We are underway planning for the 2008 Institute, which will take place March 9-14, 2008 on the campus of The Wharton School in Philadelphia, PA. Registration will begin in August 2007.
Please click here (pdf) to view the complete 2007 Securities Industry Institute program brochure.
The Curriculum
The Institute's focus is on helping participants broaden their perspectives, increase their job effectiveness and leadership capacity, and strengthen their management skills. In order to achieve this goal, the curriculum embraces a combination of practical information, theory and broad issues.
The program objectives are addressed through a core curriculum required to all participants and through non-core electives. In addition, there are a number of joint sessions for all participants scheduled throughout the five-day program. Core and non-core courses fall into the following subject areas:
- Industry Knowledge
- Regulation/Compliance/Ethics
- Technology/Operations/Productivity
- Investment Knowledge
- Finance/Markets/Strategies
- Sales/Marketing/Products
- Professional Skill Development
- Leadership Management
- Personal Development
The Institute week is an intensive, fully programmed week. Participants have very little free time. After participating in the Institute for three consecutive years, graduates are awarded certificates in recognition of their completion of the program.
The format of the Institute allows greater choice in course subjects with a broad selection of elective courses. Under the leadership of the SII's Board of Trustees and the program's academic director, Dr. Jeremy J. Siegel, Professor of Finance at The Wharton School, the curriculum is continuously designed to meet participant's needs as our industry continues to change. The Institute is designed to broaden understanding of our industry rather than provide a seminar in any one particular specialty.
A variety of session formats and teaching methods are utilized, including: joint session presentations; individual class sessions; small workshops; pre-course work; general sessions; panel discussions; case studies; teamwork; and other formal learning opportunities. The quality and mix of speakers, panelists and workshop leaders are indeed unique.
Program Content
All program content is subject to change.
Special Note: Presentations, findings and opinions by speakers, sponsors, exhibitors and their representatives do not constitute the express or implied endorsement by SIFMA of any product, service, presentation or technology; nor does SIFMA take responsibility for any content and subject matter supplied.