About

The objective of this program is to provide finance majors in the Wisconsin School of Business with a formalized track in Wealth Management & Financial Planning. This is a growing segment of the finance industry: in 2011, CNN/Money Magazine reported that demand for wealth managers and financial advisors is expected to grow 30% between 2011 and 2021.

Wealth Management & Financial Planning is fast becoming one of the premier career paths in the field of finance.

Course Requriements

Option 1

  • Finance 300, Introduction to Finance
  • Finance 320, Investment Theory & Practice
  • Finance 602, Wealth Management & Financial Planning
  • Risk Management and Insurance 300, Risk Management
  • Accounting and Info Systems 329, Taxation: for Business & Personal Planning
  • Consumer Science 635, Estate Planning for Financial Planners

Option 2 (Alternate requirements for accounting intensive students)

  • Finance 300, Introduction to Finance
  • Finance 320, Investment Theory & Practice
  • Finance 602, Wealth Management & Financial Planning
  • Risk Management and Insurance 300, Risk Management
  • Accounting and Info Systems 620, Fundamentals of Taxation
  • Accounting and Info Systems 621, Corporate & Advanced Taxation

Program Specialization Recommended Courses

  • Risk Management and Insurance 620, Employee Benefits Management
  • Risk Management and Insurance 660, Risk Analytics and Behavioral Science

Advising

Students are strongly encouraged to join the Wealth Management Group as this student organization is the best place to experience elements of the program and get information from peers.

Students may direct questions about the Wealth Management & Financial Planning program to Professor Mark Fedenia, the director of the program, or their academic or career advisor.

For program requirements please go to the Course Requirements tab and then set up an appointment with your academic advisor to make sure your schedule is aligned with the program requirements.

Please visit the Contact Advisors and Staff page for information on advising and appointments.