Dr. Lami was invited to develop and teach a course in the Executive MBA Program in Asset and Wealth Management at the Tepper School of Business at Carnegie Mellon University in conjunction with HEC Lausanne, the Faculty of Business and Economics at the University of Lausanne, and the Swiss Finance Institute. This innovative, internationally focused dual-degree program was designed for professionals working in the area of asset and wealth management.
The courses are designed to equip private bankers, financial advisors, CPA’s, attorneys and other asset and wealth management professionals with an improved knowledge of the emotional, non-financial aspects – or the “soft issues” – surrounding wealth management so they can better understand and serve their clients. For example, participants will be able to better understand the concept of our relationship with money and how feelings and beliefs about it affect behavior and financial decisions.
If you are interested in having Dr. Lami teach about these subjects at your organization, event, retreat, school or university please call +1.310.626.0218 or email firstname.lastname@example.org.
Praise from Participants: Executive MBA Course
“Dr. Lami is an excellent teacher. Her breath of knowledge about the subject is truly impressive. Her teaching style is engaging and interactive.”
“I enjoyed this course immensely. It was very interesting and relevant to my job. I think the subject of wealth psychology is being underestimated in our job.”
”I found it very informative and interesting, especially the second part with techniques. It was a great and valuable opportunity to participate in this course.”
“Dr. Lami did a great job teaching this course. I really enjoyed the material. However, I think the subject of wealth psychology is being underestimated in this MBA program, as the time dedicated to this topic is only 8 hours in total. I would have liked to spend another day on this topic and ‘sacrifice’ a day of finance.”
“I learned a lot in this course. It will be very useful and applicable in my job. I wish we had an additional day.”
“This is a very important topic for client relationship managers. I’m glad I got to take this course.”