IDEAS
Education Program Overview
The program begins with an approximately six-month long pre-study program and concludes with a 5-day long class at the Gleacher Center in downtown Chicago, home of The University of Chicago Graduate School of Business Executive Education program. Program faculty include both University of Chicago Graduate School of Business professors and experienced practitioners—wealth managers, retirement planning specialists, investment managers, tax experts and estate-planning and asset-protection attorneys.
All course participants receive pre-study books and IMCA publications, as well as lecture notes prepared from the professor's remarks. Case studies are prepared in small discussion groups. Readings from the finest in relevant research and applied thought, including the Journal of Wealth Management, are included in the course material. IMCA assures each individual a week of educational challenge and professional opportunity. Click here to download the core topic list, or review the list of education topics below:
Program Core Topic list
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Section 1: Ethics
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Section 2: Advanced Tax Planning
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Section 3: Portfolio Management
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Section 4: Executive Compensation
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Section 5: Concentrated Stock
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Section 6: Planning for the Closely Held Business
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Section 7: Retirement Planning
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Section 8: Asset Protection
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Section 9: Charitable Planning
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Section 10: Estate Planning
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Section 11: Advanced Estate Planning
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