For Student Clubs 

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PWM Pathway Program

Access the leading global resource for Private Wealth Management resources, interviews, firm deep dives, salaries, and landing internships and jobs

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Basic-C

$850/yr

Top features

  • Digital subscription for all club members
  • Members-only online community
  • Resume, Cover Letter, & Networking templates and guides
  • Quizzes, Assessments, and Case Studies
  • Access to the full PWM job board
  • PWM Interview E-Book
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Pro-C

$1500/yr

Most Popular

Everything in Basic-C, plus:

  • SIE Comprehensive E-Book
  • Weekly newsletter on market updates
  • Semi-Annual proprietary industry and firm-specific insight reports
  • Semesterly feedback on resume and cover letter for all club members (one revision per semester)
  • One 2-hour In-Person or Virtual 'PWM 101 Workshop' for all club members per semester
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Expert-C

$2000/yr

Top features

Everything in Pro-C, plus:

  • One 30-minute personalized coaching session for each club member per semester
  • One detailed mock interview session for each club member per semester
  • Live Virtual group coaching sessions with industry experts
  • One 2-hour In-Person or Virtual 'PWM Recruiting Masterclass' for all club members per semester
  • Priority access to new course modules and updates
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All payments are annual subscriptions. Club members will receive access to the platform and additional benefits for that year. Cancel anytime.

Our University Club Partners

'PWM 101' at Columbia University (Spring 2024)

Over 60 students attended this two-hour introductory session in partnership with the Columbia Undergraduate Wealth Management Club. 100% of attendees were interested in attending future sessions. Columbia University has been our inaugural club deal and we look forward to expanding our educational material to other universities' finance clubs. 

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Frequently Asked Questions

Schedule a Consultation

Making a financial investment into your club isn't an easy decision. If you're undecided on if PWM Pathway would be a good partner for you, let's jump on a free 20-minute consultation to chat.

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