Personal Wealth Management

The Personal Wealth Management specialization enables the recipient to enter into the field of personal financial planning. The prescribed course of study qualifies the student to sit for the CFP™ exam. The courses cover all aspects of personal finance including investments, estate planning, taxation, risk management and insurance, employee benefits, and retirement planning.

Career opportunities include affiliations securities firms, bank trust departments, mutual funds, insurance companies, investment advisory firms, pension and accounting firms. Students who pursue this specialization will have broad knowledge of all areas of personal finance.