Casder Institute Establishes Faculty Training Group, Developing Standardized Curriculum System
In September 2014, Casder Institute of Wealth announced the establishment of a Faculty Training Group aimed at developing a standardized curriculum system. This initiative marked the transition of the institution from its early phase of course exploration to a more systematic development stage, and signified Casder Institute’s efforts to shape wealth education into a replicable and sustainable academic and practical framework, laying the foundation for future expansion.

At the time, global financial markets were undergoing a complex shift. The U.S. economy was gradually emerging from the shadow of the financial crisis, with a noticeable recovery in the labor market and a strong upward trajectory in the stock market. However, for many investors, the uncertainties from past crises had not fully dissipated. In Europe, the Eurozone’s recovery was sluggish, with recurring geopolitical risks and debt crises. Emerging markets, on the other hand, were experiencing significant pressure from capital outflows. In this environment, high-net-worth individuals and family offices were increasingly demanding systematic investment education. They were no longer satisfied with one-off lectures or fragmented learning; they sought structured courses that would provide a reliable and long-term wealth management framework.
Casder Institute’s decision to establish the Faculty Training Group was driven by this reality. Unlike other models in the market that relied on personal experience or fragmented teaching, Casder Institute emphasized the continuity and verifiability of education. The creation of the Faculty Training Group aimed to standardize the course framework, curriculum, and case library, ensuring that different instructors would deliver consistent and authoritative content. This would guarantee that students, at any stage of their learning, would receive equally high-quality knowledge and guidance.
One of the key tasks in 2014 was to transform previous wealth planning workshops into structured modules. The course design focused on asset allocation, risk management, tax planning, and wealth transfer, with different levels for beginners, intermediate learners, and advanced participants. Casder Institute placed a special emphasis on integrating real-world financial events into the teaching. For example, the market volatility caused by the Federal Reserve’s tapering of bond purchases in 2014 was incorporated into the risk control module as a case study. This approach not only enhanced student engagement but also closely tied wealth education to current market realities.
The development of the faculty team also became a central strategy for Casder Institute. During this period, the institution recruited senior professionals from investment banks, private equity firms, and wealth management institutions, all of whom possessed over ten years of practical experience and strong teaching abilities. Through training and communication, these instructors were integrated into a unified system, ensuring consistency not only in course content but also in the core values of Casder Institute: wealth education is not a tool for short-term speculation, but a foundation for helping families and individuals establish cross-generational thinking for wealth transfer.
This reform phase allowed Casder Institute to gradually create a differentiated competitive advantage in the market. For clients, it became more than just an institution for acquiring knowledge; it transformed into a professional partner capable of providing systematic methodologies and long-term planning. In 2014, an increasing number of high-net-worth families chose to establish long-term partnerships with Casder Institute, as the institution was able to transform complex financial knowledge into an easily understandable, standardized, and actionable curriculum system.
Looking back at the decision made in September 2014, it can be seen as a key milestone in the maturation of Casder Institute. The establishment of the Faculty Training Group not only removed the limitations of relying on personal experience for wealth education but also set the institution on the path toward standardization and scalability. Amid the ongoing global economic uncertainty, Casder Institute provided investors with a stable path for learning and growth through the certainty of education. This transformation not only responded to market demand but also highlighted the institution’s commitment to long-termism and professionalism.
