Concentration in Wealth & Asset Management

This STEM-designated concentration is designed to prepare you for the wealth management industry—advising individuals, institutions and firms. Your learning focuses on financial markets and portfolio construction, financial scenarios modeling and mastery of financial plans, market ratios and investment ratings. You can enhance your academic experience by engaging with the Wells Fargo Advisors Center for Finance and Accounting Research. The coursework also prepares you for the Chartered Financial Analyst (CFA) Level 1, Certified Financial Planner (CFP) exam, Series 7 for a General Securities Representative or the Chartered Alternative Investment Analyst (CAIA) exam. 

Wealth and Asset Management Curriculum

Prerequisites: Applicants should have taken Calculus I, Statistics and Microeconomics.

Total credits: 39

Required: 28.5 credits

Electives: 10.5 credits   

Core coursework includes:

• Business Analysis Using Financial Statements 
• Advanced Business Analysis Using Financial Statements 
• Advanced Corporate Finance I – Valuation 
• Advanced Corporate Finance II – Financing 
• Investment Theory 
• Fixed Income Securities 
• Investments Praxis 
• Options & Futures 
• Derivative Securities 
• Introduction to Python & Data Science 
• Database Design & SQL 
• Quantitative Risk Management 
• Professional Business Communication
  

Electives include, but are not limited to:

• Venture Capital Methods 
• Venture Capital Practice 
• Private Equity Methods 
• Private Equity Practice 
• Mergers & Acquisitions 
• Behavioral Finance 
• Hedge Fund Strategies 
• Endowments, Foundations & Philanthropy 
• Wealth Management Practice 
• ESG Investing 
• Introduction to Blockchain & Cryptocurrencies
  

Required experiential course options

Choose one of the following to complete the experiential learning component of the degree:

• Center for Finance and Accounting Research Practicum 
• Internship, Business & Application 
• Applied Problem Solving for Organizations