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The Master of Science (MS) in Wealth Management is a highly competitive program designed for individuals currently working in the wealth management industry or a related field, or individuals transitioning into the industry from other fields. Through rigorous coursework and real-world case analyses in all aspects of wealth management—encompassing financial planning, accounting, estate planning and the psychology of financial decision-making—students develop skills to become competitive agents in today’s growing market for professional wealth managers.
The program is designed to help you:
- Develop an understanding of complex issues in wealth management while building a strong network of peers.
- Explore the industry’s best practices based on real-world experiences brought into the classroom.
- Engage in the subject through course materials as well as in discussions and debates with your classmates.
The MS in Wealth Management program also includes a seminar series that complements the material covered in courses.
|Program Requirements||Quarter Hours|
|Total hours required||48|
Students will be able to:
- Acquire both knowledge and skills that are broad, deep, and necessary to fulfill their professional goals.
- Use analytical and decision-making skills to solve problems encountered by individuals with respect to the preservation and enhancement of wealth.
- Produce a coherent written document and oral presentation of the analysis of a complex wealth management issue.
- Develop the foundation to think about and address ethical issues in the context of financial markets and relationships with clients.
- Identify opportunities and risks from international investment as well as the implications of varying tax systems across countries.
The Wealth Management Boot Camp (FIN 570) and 12 courses are required to complete the Master of Science in Wealth Management.
|FIN 570||WEALTH MANAGEMENT BOOT CAMP||4|
|ACC 592||FEDERAL INCOME TAX OF INDIVIDUALS||4|
|ACC 593||OVERVIEW OF TRANSFER PLANNING FOR WEALTH MANAGEMENT||4|
|ACC 594||FAMILY OFFICE AND MULTIGENERATIONAL PLANNING||4|
|FIN 555||FINANCIAL MANAGEMENT||4|
|FIN 501||ETHICS IN FINANCIAL MARKETS||4|
|FIN 523||INVESTMENT ANALYSIS||4|
|FIN 528||ALTERNATIVE INVESTMENTS||4|
|FIN 564||RISK MANAGEMENT FOR INDIVIDUALS, FAMILIES AND ENTITIES||4|
|FIN 572||FINANCIAL PLANNING, CAPSTONE I||4|
|FIN 573||FINANCIAL PLANNING, CAPSTONE II||4|
|FIN 581||THE PSYCHOLOGY OF FINANCIAL DECISION MAKING||4|
|MKT 576||EFFECTIVE BUSINESS COMMUNICATION||4|
- Satisfactory completion of the college residency requirement.
- Satisfactory completion of the 12 required courses.
- All courses for credit toward the degree must be completed within six calendar years after the candidate’s first term of enrollment in the Kellstadt Graduate School of Business. After a lapse of six years, a course is expired. An expired course is not acceptable for the purpose of satisfaction of degree requirements and is not applicable to the degree without the written approval of the director of the program or the Kellstadt Graduate School of Business.