Three ways in, one curriculum, more support as you go up. Pick a program and enroll from anywhere; the Full-Access Cohort is by application. All prices are in U.S. dollars. Opening discount through November 1, 2026.
Not sure which fits? Find your program in 2 minutes
$0
Start here. No card required.
The 101 course. Find out whether private banking is actually for you before you spend anything.
Create your free account · no payment details
Course only
$499was $99950% off
For disciplined self-starters.
Everything in the Free Course, plus the complete PWM Pathway curriculum, on demand from anywhere. Move at your own pace and return to any module as your recruiting season unfolds.
Videos release in batches throughout October and will be fully complete by November 1.
Instant access · Lifetime updates included
Most students choose this
Course + coaching
$799was $1,49947% off
Most students choose this.
Includes 4 coaching credits
Everything in Self-Paced, plus personal 1:1 coaching: a Discovery Meeting, a full resume rewrite, and structured mock interviews.
Videos release in batches throughout October and will be fully complete by November 1.
Instant access · Lifetime updates included
Recruiting mentorship
$1,999was $2,49920% off
Maximum acceleration, direct line to the instructor.
Includes 8 coaching credits
Limited to 10 students per recruitment cycle
Everything in Flagship, plus 1:1 mentorship calls, four mock interviews, and a personalized, firm-by-firm recruiting roadmap for the markets you are targeting.
No payment until your application is accepted
Opening discount through November 1, 2026
| Feature | Free Course | Self-Paced | Flagship | The Full-Access Cohort |
|---|---|---|---|---|
| Price | $0 | $499 | $799 | $1,999 |
| Introduction to PWM (101 course) | Included | Included | Included | Included |
| Top 10 Interview Questions guide | Included | Included | Included | Included |
| Full curriculum library | Not included | Included | Included | Included |
| Lifetime module access | Included | Included | Included | Included |
| Templates & frameworks | Not included | Included | Included | Included |
| Private community access | Open rooms | Included | Included | Included |
| Discovery Meeting (1:1) | Not included | Not included | Included | Included |
| Resume teardown | Not included | Not included | Included | Included |
| 1:1 mock interviews | Not included | Not included | 2 | 4 |
| Coaching credits | Not included | Not included | 4 | 8 |
| 1:1 mentorship calls | Not included | Not included | Not included | Included |
| Recruiting roadmap | Not included | Not included | Not included | Included |
| Priority access | Not included | Not included | Not included | Included |
| PWM Pathway Connect | Not included | Not included | Not included | Included |
The return on preparation
$120,000 – $140,000
Target all-in first-year compensation for most U.S. private banking analysts
$20,000 – $35,000
Target compensation for a single U.S. private banking summer internship
See it to scale
The sliver on the left is the whole cost of Flagship: $799, 0.6% of the top of that range ($140,000).
Flagship costs $799, less than two days of first-year pay after tax. Land the seat, and the program will pay for itself within your first week on the desk.
Compensation ranges are typical U.S. industry targets, in U.S. dollars; they vary by firm, market, and year. PWM Pathway is an educational program and does not guarantee any job, internship, or level of pay.
Not ready for a full program? Book a single service, or stock up on coaching credits.
$99
Candidates not enrolled in the program.
Book$149
Targeted advice on positioning, a specific firm, or a specific market.
Book$299
Four credits toward 30-min 1:1s. Redeem with any coach on the roster.
Book$299
45 minutes each. Pre-superday prep or final-round polish.
Book$399
Six credits toward 30-min 1:1s. Our best per-credit rate.
Book$999
Our proprietary AI networking platform. Included with the Full-Access Cohort.
Buy NowCredits redeem for 1:1 video coaching sessions with a coach of your choosing, booked from your library at a time that works for you and your coach. A credit buys 30 minutes: a session with Kyle Shrader is 3 credits; other senior coaches are 2 credits; junior coaches 1 credit. A 60-minute session is two of those back to back. Meet the coaches →
Programs start at $499. With the opening discount (through November 1, 2026), Self-Paced is $499 (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 $99. No hidden pricing: what you see is what it costs.
Self-Paced, Flagship, and à la carte services are purchased directly online in U.S. dollars, and 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.
Yes. PWM Pathway is fully online: the curriculum is on demand, and every coaching session is a 1:1 video call booked at a time that works for you and your coach. Undergraduate and master's students are equally welcome; the interview bar is the same, and so is the preparation. Our students and alumni are based in cities from New York, Miami, San Francisco, and Chicago to Guatemala City, Tokyo, Singapore, and Lagos, and recruit for private banks and family offices in the U.S. and internationally. Prices are in U.S. dollars. Our coaches currently sit at U.S.-based desks, and PWM Pathway does not sponsor visas or arrange work authorization.
Have a friend who also wants to get into private wealth management? Or students a year or two behind you who are reaching out to you for recruiting advice?
Earn a cash reward for every person you refer who enrolls. The higher the tier, the bigger the reward. And it works both ways: the friend you refer gets that same amount off their own enrollment.
$50
Self-Paced
$50 off for them, too
$75
Flagship
$75 off for them, too
$100
The Full-Access Cohort
$100 off for them, too
It works both ways: your reward is also the discount they receive. Refer someone into Flagship and you each get $75: a $75 Venmo/Zelle reward for you, $75 off for them.
Rewards paid by
Instructions
Fill out the form below.
Have your friend enroll, or apply for the Full-Access Cohort.
We confirm once they’re enrolled.
We Venmo or Zelle your reward!
Enroll in Self-Paced or Flagship instantly, or apply for the Full-Access Cohort. Every price is published above; nothing is saved for a sales call.
Not sure which fits? Find your program in 2 minutes
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