Club partnerships
Make Your Club the Place Members Break In From
Bring your members a complete private wealth curriculum, live workshops, and coaching from people in the seat. We handle the programming. Your board runs the club.
Pricing by quote · By the seat or for your whole club
Our club partners
Why partner
Why Clubs Partner with PWM Pathway
Programming Your Board Does Not Have to Build
A semester of curriculum and live sessions, ready to run. Your board spends its time on members and recruiting relationships, not on writing slides.
A Reason to Join, and to Stay
Members get training they cannot find elsewhere on campus: the industry, the firms, and the interview, taught in order.
Taught by People in the Seat
Our coaches are private bank professionals at the firms your members are applying to. What they teach is how the job and the process work today.
Built Inside a Club
The curriculum began as the training program of the Columbia Undergraduate Wealth Management Club. We know how analyst classes, semesters, and board turnover work.
The programming
Four Parts, Combined to Fit
Every partnership is assembled from the same four parts. Which ones you take, and for how many members, is what the tiers below decide.
The Self-Paced Curriculum
35 on-demand lessons in 3 sections: the fundamentals of investing, the private banking industry firm by firm, and the recruiting playbook. Each lesson is a video with its deck and a downloadable brief.
Live Workshops
Sessions delivered on campus or virtually: what private wealth is, how recruiting actually runs, and how to prepare for the interviews. Built around your calendar and your audience.
1:1 Coaching
Mock interviews, resume work, and recruiting strategy with a bench of 10 private bank professionals, delivered as blocks of coaching credits your participants book themselves.
The Student Community
A private workspace where participants ask questions, share recruiting updates, and stay connected with students and alumni on the same path.
Ways to partner
Three Tiers of Programming
Start with your analyst class or open it to the whole membership. Each tier builds on the one before it, and every quote is shaped around your club.
Tier 01
Member Seats
The self-paced course, licensed by the seat.
- Full curriculum access for a defined group of members
- Templates, question banks, and the interview prep tracker
- Student community access
- A natural fit for an analyst class or a board
Pricing by quote
Contact us to learn moreTier 02
Seats + Club Programming
The course, plus workshops built for your club.
- Everything in Member Seats
- A series of live workshops, in person or virtual
- Sessions timed to your semester and to recruiting
- Live Q&A with a private bank professional
Pricing by quote
Contact us to learn moreTier 03
Whole-Club Access
One agreement. Every member.
- Curriculum access for your entire membership, with no per-member administration
- A full-semester live programming calendar
- Blocks of 1:1 coaching credits for your members
- A direct line to our team for planning and support
Pricing by quote
Contact us to learn moreHow it works
From First Message to Launch
Tell Us About Your Club
Your school, your membership, and what programming you run today. The form below takes two minutes.
We Scope a Program and Send a Quote
By the seat or for the whole club, with or without live programming. You get a written proposal, usually after one short call.
Your Members Get Access
We handle onboarding and run the sessions. The handoff to next year’s board is part of the plan.
See the material first
Free Resources for Your Members
Share these today, no agreement needed. They are also the fastest way to judge how we teach.
Introduction to Private Wealth Management
The free foundations course. A fair first look at the industry and at how we teach.
See the free courseTop 10 Interview Questions
The free guide to the ten questions asked in almost every private wealth interview.
Get the guideThe Full Syllabus
Every one of the 35 lessons, in order, so you can judge the depth for yourself.
Read the syllabusRequest a Quote for Your Club
Tell us a little about your club and what you have in mind. We reply within two business days.
Prefer to talk first? Book a 15-minute call