Overview

We are excited to announce that SII will once again return as an in-person program on the Wharton Campus from March 5-10, 2023! Registration requests can be sent to Kristin Sheehan or Erin Schroeder at [email protected]

Important Information Regarding COVID-19: As you are aware, SIFMA closely follows guidelines from the CDC as well as state and local officials. Participation in this event is subject to SIFMA’s COVID-19 Safety Acknowledgment.

About SII

The Securities Industry Institute® (SII) is the premier executive development program for securities industry professionals, hosted by SIFMA and Wharton. For 71 years, SIFMA and The Wharton School have partnered to develop the industry’s high-potential rising leaders.

Over three consecutive years SII participants develop leadership and managerial skills and enhance investment and industry knowledge. SII’s cost-effective talent development approach delivers actionable knowledge that is implementable today: the mission of the Institute is to equip each participant with practical information, ideas, and answers directly applicable to their present and future responsibilities. Its customized curriculum is redesigned each year to reflect the needs of an ever-changing industry landscape.

Securities Industry Institute (SII)

The Premier Executive Development Program for Financial Industry Professionals

Date

March 05 - March 10, 2023

Location

The Wharton School, University of Pennsylvania

Hosted by

SIFMA and Wharton

2023 Registration Rates – Until 12/2/22

  • Member $6300
  • Non-Member $8300

Overview

We are excited to announce that SII will once again return as an in-person program on the Wharton Campus from March 5-10, 2023! Registration requests can be sent to Kristin Sheehan or Erin Schroeder at [email protected]

Important Information Regarding COVID-19: As you are aware, SIFMA closely follows guidelines from the CDC as well as state and local officials. Participation in this event is subject to SIFMA’s COVID-19 Safety Acknowledgment.

About SII

The Securities Industry Institute® (SII) is the premier executive development program for securities industry professionals, hosted by SIFMA and Wharton. For 71 years, SIFMA and The Wharton School have partnered to develop the industry’s high-potential rising leaders.

Over three consecutive years SII participants develop leadership and managerial skills and enhance investment and industry knowledge. SII’s cost-effective talent development approach delivers actionable knowledge that is implementable today: the mission of the Institute is to equip each participant with practical information, ideas, and answers directly applicable to their present and future responsibilities. Its customized curriculum is redesigned each year to reflect the needs of an ever-changing industry landscape.

Venue

Wharton School of the University of Pennsylvania

3620 Locust Walk
Philadelphia, PA 19104

Picture of venue

Hotel Accommodations

SIFMA handles hotel reservations for all participants.  All hotels are adjacent to the Wharton campus and offer special rates for SII participants.  Hotel accommodations are not included in the tuition, and therefore participants are required to pay the hotel directly.  Participants will select their housing during the SII registration process and payment information will be required on the form to guarantee the hotel reservation.

 

 

 

Program

As we have just concluded a successful 2022 program, please view the course offerings through the year-specific links below. The 2023 curriculum will be developed over the next few months and published to participants at the end of the year.

 

SII 2022 Year 1 Program

SII 2022 Year 2 Program

SII 2022 Year 3 Program

 

For additional information, please contact Kristin Sheehan or Erin Schroeder at [email protected]

Terms and Conditions

Cancellation Policy

  • All cancellation requests must be submitted in writing to [email protected] Registrations will not be considered cancelled until you receive a cancellation confirmation from SIFMA.
  • Payment is due by December 2, 2022. All unpaid registrations as of this deadline will be cancelled unless an approved payment extension is granted by SIFMA.
  • Any cancellations after December 2, 2022 will result in a 100% loss of the tuition fee unless SIFMA is able to fulfill a waitlist request.
  • Substitutions are not guaranteed, and waitlist requests may receive priority. All substitution requests must be submitted to [email protected] and approved by SIFMA.
  • If a waitlist request is fulfilled by SIFMA, the original tuition fee will be deferred to the next SII program.
  • Deferred tuition is non-transferable.

Code of Conduct
SIFMA meetings and events are intended to educate and engage our members and industry participants in thoughtful conversations. Inappropriate behavior will not be tolerated. View our Code of Conduct and anonymous incident report form.

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