University of Texas at Austin
A smiling student leans against the reflective windows near the McCombs School of Business main entrance

Careers and Resources

McCombs School of Business McCombs School of Business

Wealth Management Careers

Wealth management/financial planning is a growing career field.

  • Aging “baby boomers” need retirement and estate planning
  • Maturing “millennials” need insurance and investment planning
  • Everyone benefits from enhanced financial education and literacy

A career in wealth management/financial planning offers work-life balance

Coursework in the McCombs Wealth Management Program helps students prepare for respected industry credentials such as:

  • Certified Financial Planner
  • Chartered Financial Consultant
  • Chartered Financial Analyst

Career Resources

Contact Us

For more information please contact:

Ramesh RaoDr. Ramesh K.S. Rao
Eugene and Margaret McDermott Professor of Finance
Director of Wealth Management Center
Email
512-475-8756 | CBA 6.304E

 

Dima Shamoun headshotDima Yazji Shamoun, Ph.D.
Clinical Assistant Professor
Assistant Director
Email
CBA 6.208

 

Will Way headshotWilliam Way, CPA, CF
Distinguished Senior Lecturer
Academic Program Coordinator
Email
512-471-8169 | GSB 5.176F

 

Ian IshakIan Ishak
Administrative Program Coordinator
Email
512-471-5668 | CBA 6.236

Wealth Management Resources

Check out this past event: "Your Future in the Wealth Management Field" webinar (Recorded 03/30/2021).

Check out this past event: "The Evolving Landscape of Wealth Management" webinar (Recorded 09/22/2020).

 Check out Texas Financial Wellness Resources

 

Courses taken in the Wealth Management Program will help students prepare for professional practice and industry certifications.

Certified Financial Planner

College for Financial Planning

  • Chartered Retirement Planning Counselor
  • Chartered Retirement Plans Specialist
  • Accredited Portfolio Management Advisor
  • Accredited Wealth Management Advisor
  • Accredited Asset Management Specialist
  • Chartered Mutual Fund Counselor
  • Accredited SRI Advisor

American College for Financial Services

  • Wealth Management Certified Professional
  • Retirement Income Certified Professional
  • Chartered Financial Consultant
  • Chartered Life Underwriter
  • Financial Services Certified Professional
  • Chartered Special Needs Consultant
  • Chartered Advisor in Philanthropy
  • Chartered Leadership Fellow
  • Accredited Estate Planner

American Institute of Certified Public Accountants (AICPA) AICPA credentials require a CPA

  • Personal Financial Specialist
  • Personal Financial Planning designations in individual areas

CFA Institute

WM Opportunities