Wealth Management

The Wealth Management Track prepares students to enter into a career of wealth management and financial planning.

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

Professional Designations

Students may pursue CFP (Chartered Financial Planner) designation in conjunction with the Wealth Management track.