$7,000.00
Financial Planning and Wealth Management, BS
In the BS in Financial Planning and Wealth Management program, students will gain an understanding of performing financial planning services while acting as their clients’ fiduciary. The BS in Financial Planning and Wealth Management features a curriculum that is balanced between general education, core business concept and financial planning education, including planning for education spending, planning for retirement spending, investment/wealth management, insurance planning, household tax planning, estate planning and the cutting-edge technology in the financial planning industry. A William Paterson University degree in Financial Planning can prepare you for a career as a financial planner/advisor, wealth manager, insurance consultant, and many other jobs in the financial services industry or for graduate study in the area of Financial Planning. The completion of the degree in Financial Planning and Wealth Management qualifies students to sit for the Certified Financial Planner® exam.
What Will You Learn?
In our economics, finance, and global business programs, students learn in-demand skills that employers have identified as critical for job candidates, including:
-Understanding the main tools of policies for markets and government
-Using data and statistical tools to carry out economics and financial projects
-Understanding the main instruments, rules, and strategies of finance and financial planning
-Ability to assess the impact of the global environment (economic, financial, political, regulatory, technological, social, and cultural) on institutions, businesses, economies, and societies
Students in economics, finance, and global business study in small classes, taught by faculty with significant industry experience who are recognized experts in their fields. They also gain real-world experience through internships, mentoring, and other professional enrichment activities. Business students also benefit from the sophisticated resources in the Cotsakos College of Business, including the Global Business and Finance Institute, an active trading room that brings the world financial markets to campus. For students looking to enter careers in investment advice or wealth management, our financial planning degree program allows graduates to sit for the CFP® exam. Our students benefit from William Paterson University’s strong ties to professional organizations like the Financial Planning Association and numerous employers including brokerage firms and registered investment advisory firms.
| Budgeting | Data Analysis | Digital Fluency |
| Financial Forecasting | Financial Reporting | Sales |
| Strategic Planning |
Program Partner
Career Opportunities
Certified Financial Planner
Wealth Management Advisor
Retirement Planning Specialist
Investment Advisor
Estate Planning Consultant
Portfolio Manager
Financial Consultant
Client Relationship Manager