MAJOR FINDER

By College

By subject

Financial Planning and Wealth Management

What I love about my major: finance: youtube.com/watch?v=pQuxapLvVQo

BUILD A CAREER IN AN IN-DEMAND INDUSTRY

 

As many employees are now tasked with managing their own money both before and after retirement, a growing number of families and retirees need financial planners to help them to make important financial decisions.

By using your financial planning and wealth management skills to provide this much-needed skill to both individuals and businesses, you’ll have access to a wide variety of career options ranked high in job satisfaction.

By choosing a career in financial planning and wealth management, you’ll become part of an industry that has been consistently ranked as one of the 10 best career choices, and employment opportunities are on track to expand rapidly.

AREAS OF STUDY

  • Finance
  • Marketing
  • Business
  • Accounting
  • Investment

CAREER OPTIONS

  • Financial planner
  • Broker
  • Budget analyst
  • Credit counselor
  • Mutual fund manager
  • Loan officer
  • Financial sales agent

 

What’s special about this program?

The Lerner College’s financial planning major is built on a strong foundation of experiential learning. Financial planning courses utilize the latest software to keep students at the forefront of technology, and financial planning majors have many internship opportunities to work with companies both large and independent.

Lerner College financial planning majors also complete a capstone course, which requires that students create a full financial plan for an individual client. This gives students the complete experience, from start to finish, of providing financial planning services.

The Certified Financial Planning (CFP) Board has accredited the Lerner College’s financial planning program. This means that our graduates have satisfied the CFP education requirements, making them strong candidates for careers in the industry.

Get Involved

Alpha Kappa Psi

Blue Hen Financial Planning Club

Blue Hen Investment Club

Delta Sigma Pi

Financial Management Association

Lerner College Trading Center

Lerner Student Advisory Board

Women in Business

Women in Finance

Sample curriculum

BUAD110

 

Basics of Business
ECON101

Microeconomics

 

ECON103

Macroeconomics

 

ENGL110

Seminar in Composition

 

MATH221  

 

Calculus I

 

 

University Breadth Courses

 

ACCT207

Accounting I

 

ACCT208

Accounting II

 

COMM212/HOSP230

Oral Communication in Business or
Executive Presentations & Problem Solving

 

FINC311

Principles of Finance

 

STAT200/MATH201

Basic Statistical Practice or
Statistics I

 

MISY262/MATH202

Fundamentals of Business Analytics or
Statistics II

 

MISY160

Business Computing

 

MISY261

Business Information Systems

 

 

University Breadth Course

 

  Economics Course
 
ACCT352

Law & Social Issues in Business

 

BUAD301

Introduction to Marketing

 

BUAD306

Service & Operations Management

 

BUAD309

Organizational Behavior

 

FINC314

Investments

 

FINC320

Principles of Financial Planning

 

FINC322

Retirement Planning

 

MATH230

Finite Math with Applications

 

 

University Breadth Course or Foreign Language

 

 

Free Elective

 

ACCT413/ACCT313

Income Tax Accounting or
Taxation for Business & Investment Planning

 

ACCT418

Estate Planning

 

FINC321

Insurance Planning

 

FINC425

Financial Plan Development

 

 

ACCT, BUAD, ENTR, FINC or MISY elective

 

 

Creative Arts & Humanities Breadth

 

 

University Breadth Course or Foreign Language

 

 

English Writing Requirement

 

  Elective Courses

Go Global at UD

This major is eligible for the following programs:

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