Wealth Management and Financial Planning


What are your goals? Start a business? Purchase a house? Or something longer-term – like retire by the time you are 50 years old? An important part of every plan is having the money to achieve your goals. And in today’s world, you have many options for saving and investing. In fact, for many, the number of options is confusing and overwhelming.

75 %
According to CNBC,
75% of American are winging it when it comes to their financial future.
1.5-4 %
Industry studies show
that professional financial advice can add between 1.5% and 4% to portfolio returns over the long term.
Everyone needs a financial plan to achieve their goals

The wealth management program at the Warrington College of Business is designed to prepare students to pursue a career in financial planning. This is achieved along two lines — the Certified Financial Planner designation and opportunities to connect with professional financials planners.

Throughout the courses, students are exposed to topics ranging from estate planning to taxes in preparations for working with clients to achieve their financial goals. Further, the curriculum is design to meet objectives set forth by the CFP Board for taking the CFP exam. Not only will students have the needed background to develop solid financial plans, but also the opportunity to join the ranks of Certified Financial Planners worldwide.

Outside of classroom, the program will offer opportunities for students to connect with industry professionals. Whether through professional speakers, internships, or case competitions, students will have hands-on opportunities to apply what they have learned.


Wealth Management Specialization and Minor Curriculum

Students develop a complete understanding of the concepts and techniques used in the wealth management industry to help individual clients. To graduate with a specialization (BABA) or minor in Wealth Management, students must complete these classes:

  • Introduction to Financial Accounting (ACG 2021)
  • Principles of Microeconomics (ECO 2023)
  • Business Finance (FIN 3403)
  • Introduction to Financial Planning & Wealth Management (FIN 3124)
  • Risk Management and Insurance (RMI 3011)
  • Estate & Tax Planning (FIN 4132)
  • Financial Plan Development (FIN 4128)

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