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Wealth Mangement

Financial Planning and Wealth Management

As a student of financial planning and wealth management, you prepare for a career of helping individuals and corporations add value.

Both the art and science of managing money has grown more challenging as considerations for what returns profit and what returns sustainable value are increasingly joined.

In response, Boler faculty guide Financial Planning and Wealth Management students to leverage research and data, and to apply critical thinking and problem-solving skills to address finance decisions with a 360-dgree understanding of markets, economies, people and social impact.

What You Will Do

Personal financial advisors work in various types of organizations including commercial banks, investment companies like RIAs, investment banks, insurance companies, brokerage companies as well as regulatory agencies. You can also work as a financial planner, investment advisor, or wealth manager helping individuals and families to achieve their financial goals.

What You Will Learn

Whether in a corporate, institutional, or consumer setting, finance applies fundamentals from economics, accounting, and mathematics to financial decision making.

As you master financial theories, you will be asked to apply the insights to such areas of real-world practice as budgeting, tax planning, estate planning, insurance planning, risk management, wealth management and retirement planning.

CFP Board Registered Program

The Financial Planning and Wealth Management (FPWM) program at the Boler College of Business is registered with Certified Financial Planner (CFP ®) Board of Standards. As a CFP Board Registered Program, graduates of the Boler FPWM program will have met the educational requirements to sit for the CFP® exam. CFP® certification is one of the most highly regarded certifications in the financial planning profession.

Environmental, Social and Governance (ESG) Investing

ESG plays an increasingly important role for many investors. The Financial Planning and Wealth Management program at Boler assists students interested in learning more about this trend.  It is important that our students understand how to create a portfolio for their clients that emphasizes ESG, without compromising long-term growth.

Job Outlook 

Employment of personal financial advisors is projected to grow 7 percent from 2018 to 2028, faster than the average for all occupations, according to the U.S. Bureau of Labor Statistics. As the population ages and life expectancies rise, and as investors look to align their portfolios with an eye toward responsible investing, demand for financial planning services should increase.

Real-World Experience

  • Capital Markets Lab

    Explore real-time analysis on 5 million bonds, equities, commodities via Bloomberg Professional®, and master MoneyGuide Pro and eMoney, two of the leading computer applications used by major financial planning and wealth management firms.

  • Dornam Investment Fund

    Join Boler students who manage the $200,000 Dornam Investment Fund (Portfolio Management: FN 452). Get allocation and stock selection guidance from full-time faculty members and the fund’s executive-in-residence, a former Chief Investment Officer for KeyBank.

  • New York City/Chicago Field Study

    Join Boler Finance Student Association on annual trips to New York City and Chicago. Visit stock and commodity exchanges. Meet Boler alumni working in top firms — Bloomberg L.P., NYSE, KeyBanc Capital Markets, KPMG and others.

Financial Planning & Wealth Management Curriculum
  • FN 312 Business Finance
  • EC 302 Macroeconomics
  • PFP 301 Intro to  Financial Planning & Wealth Management
  • FN 342 Investments
  • PFP 371 Tax Planning
  • PFP 372 Retirement Planning
  • PFP 373 Estate Planning
  • PFP 374 Risk Management and Insurance Planning
  • PFP 490 Capstone in Financial Planning and Wealth Management

Elective courses (choose 1 from the list)

  • FN 405 Seminar in Finance
  • FN 418 Real Estate Finance
  • FN 439 International Business Finance
  • FN 442 Risk Management and Insurance Fundamentals
  • FN 444 Managing Financial Risk with Derivatives
  • FN 452 Portfolio Management
  • FN 498 Independent Study

To view the suggested course sequence for Financial Planning & Wealth Management, please click here

Double major with Finance

Students who wish to double major in both Finance and Financial Planning & Wealth Management can do so with the addition of 15 credit hours of coursework (EC 301, AC 310, FN 316, FN 440, & FN441 [15 credit hours]).  This combination is particularly useful for students who not only wish to earn a CFP® credential but also the Chartered Financial Analyst (CFA) credential.  Students who intend to pursue a double major with finance may use the same financial planning and wealth management elective to count as their finance elective.

To view the suggested course sequence for the double major with Finance, please click here

Double major with Economics

Students who intend to pursue a double major with economics may use a finance class as an economics elective.

It is the responsibility of the student to know both University-wide graduation requirements and those of the major field of study and to meet all requirements satisfactorily for graduation.



We encourage every Boler student to earn Bloomberg Certification. By completing the (free) self-paced Bloomberg Market Concepts (BMC) e-learning course, you gain a credential that tells employers you have a firm grasp of the gold standard financial markets data platform.

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Industry Statistics

2X Millennials who identify as knowledgeable investors are twice as likely to engage a financial advisor. (source: Investopedia)