Students will learn how to analyze the finances of individual clients and recommend investment strategies to obtain their personal goals.  Students who are interested in helping individuals with their retirement objectives or large financial decisions should consider the Wealth Management finance track!

In addition to the Business Administration Core, students complete:

FINA 21000: Personal Financial Planning & Wealth Management
FINA 32100: Security Analysis & Portfolio Management
MKTG 32500: Sales and Sales Promotion
FINA 40500: Wealth Management
Finance elective: FINA course level 2 or above
1 Business electives
2 FINA mini courses