The McCombs BBA degree with the Wealth Management Certificate will equip students with the perspectives, conceptual knowledge and analytical skills necessary to participate successfully in myriad aspects of the Wealth Management industry, including offering financial planning services to individual and institutional investors. The Wealth Management Certificate supplements core courses taken by all business majors. Students complete additional coursework in financial and managerial accounting, statistics, economics, decision sciences and business communication as part of their BBA curriculum.
Students who like working with numbers and people to create and sustain financial plans are ideal candidates for the certificate in wealth management.
If you plan to graduate under the 2016 – 2018 or 2018 – 2020 Catalogs, the Wealth Management Certificate is for you.
The certificate is open to all undergraduate students in the Business School and is also designed to help students prepare for participation in the Certified Financial Planner (CFP) certification program.
Info Sessions & Deadlines
Please join us for an upcoming information session:
10/19/2021 - Tuesday, 5-6 pm / CBA 6.420
10/20/2021 - Wednesday, 5-6 pm
10/21/2021 - Thursday, 5-6 pm / CBA 6.420
Spring semester: October 15; January 5
Summer and Fall semesters: April 10; August 15