University partnerships
Give Your Students a Real Path into Private Wealth
Career centers are well stocked for investment banking and consulting. Private banking and private wealth management are not. Partner with PWM Pathway to bring your students the curriculum, coaching, and interview preparation built for this corner of finance.
Pricing by quote · By the seat or for your whole university
Our university partners
Why partner
Why Universities Partner with PWM Pathway
A Field Your Resources Do Not Cover Yet
Most finance preparation is written for banking and consulting. Ours is written for private banks, RIAs, and family offices: how they make money, how they hire, and how they interview.
Scale Without the Burden
We bring the curriculum, the live sessions, and the coaches. Your team keeps its time for student relationships and employer outreach.
Taught by People in the Seat
Our coaches are private bank professionals at the firms your students are applying to. What they teach is how the job and the process work today.
Proven on Campus First
The curriculum began as the training program of the Columbia Undergraduate Wealth Management Club, and we still teach live in front of students.
The programming
Four Parts, Combined to Fit
Every partnership is assembled from the same four parts. Which ones you take, and for how many students, 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 a pilot group or open it to everyone. Each tier builds on the one before it, and every quote is shaped around your student population.
Tier 01
Curriculum Seats
The self-paced course, licensed by the seat.
- Full curriculum access for a defined group of students
- Templates, question banks, and the interview prep tracker
- Student community access
- A natural fit for a pilot cohort or a single program
Pricing by quote
Contact us to learn moreTier 02
Seats + Live Programming
The course, plus workshops built for your campus.
- Everything in Curriculum Seats
- A series of live workshops, on campus or virtual
- Sessions timed to your recruiting calendar
- Live Q&A with a private bank professional
Pricing by quote
Contact us to learn moreTier 03
Campus-Wide Access
One agreement. Every student.
- Curriculum access for your whole university, with no per-student administration
- A full-year live programming calendar
- Blocks of 1:1 coaching credits for your students
- 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 Students
Who they are, how many, and what your office already offers for finance careers. The form below takes two minutes.
We Scope a Program and Send a Quote
By the seat or campus-wide, with or without live programming. You get a written proposal, usually after one short call.
Your Students Get Access
We handle onboarding and run the sessions. You hear from us through the year, not only at renewal.
See the material first
Free Resources for Your Students
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 University
Tell us a little about your students and what you have in mind. We reply within two business days.
Prefer to talk first? Book a 15-minute call