Joe Colaizzo, BetaNXT’s Head of Operations as a Service, 2011 SII graduate and current SII trustee, notes the program’s strategic evolution, “as a first-year student at SII in 2009, the focus was on products and risk. Today, the classes focus on AI and emerging technologies alongside core disciplines in ethics, scenario planning, and market dynamics.”
The Securities Industry Institute® (SII) is the premier executive development program for securities industry professionals, hosted by SIFMA and Wharton. For 75 years, SIFMA and The Wharton School have partnered to develop the industry’s high-potential rising leaders.
Over three consecutive years SII participants learn from authorities on topics which 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.
All hotels are adjacent to the Wharton campus and offer special rates for SII participants.
Participants select their housing during the SII registration process and payment information will be required on the form to guarantee the hotel reservation. Hotel accommodations are not included in the tuition; participants will pay the hotel directly.
Please note: reservations must be booked through SIFMA to be eligible for our room block.
We welcome your questions! Please contact Kristin Sheehan and Erin Schroeder at 212.313.1108 or sii@sifma.org.
All cancellation requests must be submitted in writing to sii@sifma.org. Registrations are not considered canceled until you receive confirmation from SIFMA. Any cancellations prior to or on December 12, 2025 will result in a 100% refund (less a $100 processing fee). Any cancellations after December 12, 2025 through January 23, 2026 will result in a 50% refund (less a $100 processing fee) unless SIFMA is able to fulfill a waitlist request. If a waitlist request is fulfilled by SIFMA, the nonrefundable portion of the tuition fee will be deferred to the next SII program.
Deferred tuition is non-transferable. Unpaid registrations are subject to cancellation.
All substitution requests must be submitted to sii@sifma.org and approved by SIFMA. Substitutions are not guaranteed.
We closely follow guidelines from the CDC, state and local officials, as well as Wharton's policies.
Inappropriate behavior at SIFMA events is not tolerated. View our Code of Conduct and anonymous incident report form.
Reach rising leaders from across the financial industry with sponsorship opportunities at SII. Contact us to learn more about our participants and find the sponsorship tier that maximizes your value.
For sponsorship inquiries, please view our sponsor prospectus and contact Scott Kramer at 212.313.1250.
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