Financial Planning and Wealth Management MBA

The Wealth Management track, within the Master of Business Administration (MBA) program, helps prepare students for careers in financial planning and wealth management.  The curriculum includes coursework required by the Certified Financial Planner (CFP) certification and also provides students with greater depth of knowledge in asset valuation and portfolio management required in the wealth management industry and for the Chartered Financial Analyst (CFA) designation.

MBA Foundation Knowledge Requirements

Foundation Knowledge coursework includes business fundamentals such as Accounting, Business Law, Finance, Marketing, Organizational Behavior, and Operations Management. 

The foundation knowledge courses may be completed on-line, completed on-campus as undergraduate coursework, or completed in an intensive series of courses offered in the summer. 

Students who possess an undergraduate degree or minor in business may have satisfied all of the foundation knowledge requirements – please check with the Graduate Business Program Staff.