Private Wealth/Financial Planning

What is Private Wealth/Financial Planning?

Students in the finance major private wealth and financial planning track receive specialized training in financial planning and private wealth management. This training prepares students to analyze small business and personal financial situations and evaluate clients’ objectives, needs, and values to develop an appropriate strategy within the financial plan.  

Finance graduates who complete the private wealth and financial planning curriculum enjoy a broad range of job opportunities, including personal financial planning, client services advising, associate advising, and wealth management advising. In addition to its specialized focus, the private wealth and financial planning track provides students the required coursework to register for the CFP® exam—the most highly-respected designation for financial planners. Learn more about the track and certification on the CFP® Exam website.