Financial Wealth Management Major

The Financial Wealth Management Major prepares students for professional careers in financial planning and the wealth management industry. Teaching is oriented towards both theoretical concepts and practical knowledge. As a program registered with the CFP® Board, the Financial Wealth Management Major requires the completion of a set curriculum. Upon completing this curriculum and receiving their degree, students will have fulfilled the education components of the CFP® Board's requirements to sit for the CFP® Certification Examination.

Financial Wealth Management Major Requirements

The Financial Wealth Management Major offers a valuable opportunity for students to pursue a career in personal financial planning. Financial planners and wealth managers analyze and provide advice on all lifetime finance-related decisions that a person needs to make, such as investment management, retirement planning, estate planning, income tax management, and insurance. In most cases, financial planners' and wealth managers' analyses and recommendations are provided to clients in a written financial plan. The planner may then coordinate the implementation of the plan and periodically review it to account for changes in the client's life and current economic conditions.

Courses & Requirements

Learn more about the classes, requirements, and different options available to complete the program.