University of Texas at Austin
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Wealth Management Certificate

McCombs School of Business McCombs School of Business

Overview

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:

Tuesday,  April 13, 5:00 p.m.
Attend

Thursday, April 15, 5:00 p.m.
Attend

The Application Deadline has been extended to April 30, 2021.

Coursework

The Wealth Management Certificate requires 18 hours of coursework. Students must fulfill all prerequisite requirements before registering for any of these courses.

Click on the course number/title to see a description of the WMP course and its prerequisites.

Elective Courses

Select from the following elective courses:

Please Note:

Other courses may be considered for substitution, as approved by the Wealth Management Minor Committee.

All classes must be taken on the letter-grade basis. The student must earn a combined grade point average of at least 2.00 in these courses.

Students should carefully choose electives and consult their academic advisor(s).