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Financial Planning and Wealth Management

Finance students working in the Trading Center at Alfred Lerner College of Business and Economics.

Alfred Lerner College of Business and Economics

Department of Finance

Financial Planning and Wealth Management

 

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

 

 

Social & Behavioral Science Breadths

 

 

Natural Science/Tech. Breadths w/Lab

 

  Creat. Arts & Hum. Breadth
ACCT207

Accounting I

 

ACCT208

Accounting II

 

COMM212

Oral Comm. in Business

 

FINC311

Principles of Finance

 

STAT200

Basic Statistical Practice

 

MISY262

Fundamentals of Business Analytics

 

MISY160

Bus. Computing

 

MISY261

Bus. Information Systems

 

 

Social & Behavioral Science-ECON course

 

ACCT352

Bus Law & Soc Issues

 

BUAD301

Intro. to Marketing

 

BUAD306

Service & Ops. Mgt

 

BUAD309

Org. Behavior

 

FINC314

Investments

 

FINC320

Principles of Fin. Planning

 

FINC322

Retirement Planning

 

MATH230

Finite Math w/Applications

 

 

Creative Arts & Humanities Breadth

 

 

Hist. & Cult. Change Breadth

 

ACCT413

Income Tax Accounting

 

ACCT418

Estate Planning

 

FINC321

Insurance Planning

 

FINC425

Fin. Plan Development

 

 

ACCT, BUAD, ENTR, FINC or MISY elective

 

 

Creative Arts & Humanities Breadth

 

 

Hist. & Cult. Change Breadth

 

 

Second English Writing Requirement

 

  Elective Courses

Ready for the next step? 

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Career Outcomes