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Course release September 6, 2026 — opening discount through October 1, 2026.

Pricing

Every price is published here — nothing saved for a sales call. Opening discount through October 1, 2026 · Course release: September 6, 2026.

Free Course

$0

Start here. No card required.

The 101 course. Find out whether private banking is actually for you before you spend anything.

  • Introduction to Private Wealth Management — 7 lessons
  • Top 10 PWM Interview Questions guide (PDF)
  • Private Community Basic — the open rooms: announcements, the lounge, recruiting help, and wins
  • Lifetime access — keep it whether or not you ever enroll
Get the free course

Create your free account · no payment details

Self-Paced

$399was $99960% off

For disciplined self-starters.

Everything in the Free Course, plus the complete PWM Pathway curriculum, on demand. Move at your own pace and return to any module as your recruiting season unfolds.

  • Full module library — 5+ hours covering fundamentals, the industry landscape, and the recruiting playbook
  • Downloadable templates — resume framework, networking scripts, question banks, and the interview prep tracker
  • Lifetime access — including all future content updates
  • Private Community Plus — the PWM Pathway student and alumni workspace
Enroll now

Instant access · Lifetime updates included

Most students choose this

Flagship

$799was $1,49947% off

Most students choose this.

Includes 2 coaching credits

Everything in Self-Paced, plus personal 1:1 coaching: a Discovery Meeting, a full resume rewrite, and structured mock interviews.

  • Discovery Meeting — a 45-minute 1:1 on your experience, target firms, narrative, and recruitment strategy
  • Resume teardown — full rewrite and PWM-targeted positioning
  • Two 1:1 mock interviews — one behavioral (UHNW-client-style), one technical (product, markets, allocation)
  • 2 coaching credits — redeem for 30-minute 1:1 sessions with any coach on the PWM Pathway roster
  • Direct access — message the instructor and alumni community throughout your recruiting cycle
Enroll now

Instant access · Lifetime updates included

The Full-Access Cohort

$1,999was $2,49920% off

Maximum acceleration, direct line to the instructor.

Includes 4 coaching credits

Limited to 15 students per recruitment cycle

Everything in Flagship, plus biweekly 1:1 mentorship calls and support through your entire recruiting process — summer internships and full-time.

  • Biweekly 1:1 mentorship calls — personalized sessions throughout the program
  • Five mock interviews — mixed format, including superday-style stack and case interviews
  • 4 coaching credits — redeem for 30-minute 1:1 sessions with any coach on the PWM Pathway roster
  • Personalized recruiting roadmap — firm-by-firm targeting, timing, and outreach strategy
  • Priority access — direct line to the instructor with same-day response
  • Extended support — if the summer internship at your target firm does not land, support continues into full-time recruitment
Apply for the Full-Access Cohort

No payment until your application is accepted

Opening discount — through October 1, 2026Course release: September 6, 2026

Compare programs

Price and feature comparison across the Free Course, Self-Paced, Flagship, and the Full-Access Cohort
FeatureFree CourseSelf-PacedFlagshipThe Full-Access Cohort
Price$0 $399 was $99960% off$799 was $1,49947% off$1,999 was $2,49920% off
Introduction to PWM (101 course)IncludedIncludedIncludedIncluded
Top 10 Interview Questions guideIncludedIncludedIncludedIncluded
Full curriculum libraryNot includedIncludedIncludedIncluded
Lifetime module accessIncludedIncludedIncludedIncluded
Templates & frameworksNot includedIncludedIncludedIncluded
Private community accessOpen roomsIncludedIncludedIncluded
Discovery meeting (1:1)Not includedNot includedIncludedIncluded
Resume teardownNot includedNot includedIncludedIncluded
1:1 mock interviewsNot includedNot included25+
Coaching creditsNot includedNot included24
1:1 mentorship callsNot includedNot includedNot includedBiweekly
Recruiting roadmapNot includedNot includedNot includedIncluded
Priority accessNot includedNot includedNot includedIncluded
Extended cycle supportNot includedNot includedNot includedIncluded

À la carte

Not ready for a full program? Book a single service — or stock up on coaching credits.

  • Resume teardown & rewrite

    $39

    Candidates not enrolled in the program.

    Book
  • 1:1 strategy session (60 min)

    $79

    Targeted advice on positioning or a specific firm.

    Book
  • Alumni office hours (monthly)

    $99/mo

    Graduates who want ongoing access post-program.

    Book
  • Coaching credits — 3-pack

    $199

    Three 30-min 1:1 sessions. Redeem with any coach on the roster.

    Book
  • Mock interview package (3)

    $249

    45 minutes each. Pre-superday prep or final-round polish.

    Book
  • Coaching credits — 5-pack

    $299

    Five 30-min 1:1 sessions. Our best per-session coaching rate.

    Book

One credit = a 30-minute 1:1 coaching session with a coach of your choosing. Senior coaches are 1 credit; junior coaches ½ credit. Meet the coaches →

Common questions

How much does PWM Pathway cost?

Programs start at $399. With the opening discount — through October 1, 2026 — Self-Paced is $399 (normally $999), Flagship, which most students choose, is $799 (normally $1,499), and the Full-Access Cohort is $1,999 (normally $2,499). À la carte services (resume rewrite, strategy sessions, mock interviews) start at $39. No hidden pricing: what you see is what it costs.

How do payments work?

Self-Paced, Flagship, and à la carte services are purchased directly online — you get instant access the moment you pay. Full-Access Cohort enrollment is confirmed after your application is accepted; payment details and options are finalized at enrollment.

More questions? Read the full FAQ →

Ready when you are.

Enroll in Self-Paced or Flagship instantly — or apply for the Full-Access Cohort. Not sure? The two-minute quiz points you to the right tier.