Mar 04, 2024  
2022-2023 Graduate Catalog 
2022-2023 Graduate Catalog [Not Current Academic Year. Consult with Your Academic Advisor for Your Catalog Year]

Wealth Management, Certificate

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Colleges  > C.T. Bauer College of Business  > Department of Finance  > Wealth Management, Certificate

The Wealth Management Certificate prepares students for careers in the fast-growing area of wealth management and personal financial planning. In addition to investment planning, wealth management involves tax planning, estate planning, and retirement planning services. Students with this background may be hired by firms specializing in personal financial advising, commercial banks, insurance companies, brokerage firms, trust companies, and money management companies.

Admission Requirements

The certificate can be earned as part of a graduate degree, either the MBA or the MS Finance. There are no separate admission requirements beyond having been admitted to one of those graduate programs. Alumni of the MBA and MS Finance programs at the Bauer College of Business can also enroll to take the required courses and earn the Certificate. Those graduates would have already satisfied the admission requirements for the programs to which they were admitted.

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