CERTIFICATE IN WEALTH MANAGEMENT
Wealth management goes beyond recommending stocks or investments. This certificate is designed to enhance the relationship between a trusted advisor and a high-net-worth client to achieve financial and personal goals over a lifetime. Students examine the complete wealth management process, including the accumulation of wealth; the protection and enhancement of wealth through traditional and alternative investments (real estate, art, and jewelry); and the transfer of wealth, including business succession, estate planning, and philanthropy.Upon completion of the program, students have attained the following:
An understanding of the psychological and emotional aspects of wealth management.
An understanding of the full range of investments beyond traditional stocks and bonds, including hedge funds, private equity/venture capital, real estate, and collectibles.
An understanding of the wealth transfer process and tax aspects of estate planning, charitable giving, and business succession.
Skills required to coordinate with other professionals (lawyers, accountants, tax accountants).This certificate in Wealth Management is offered with specializations in Traditional and Alternative Investing or with a specialization in Business Enterprise. Candidates must complete five courses from the required courses section and then take three elective courses from the candidate's choice of specialization. For candidates who wish both specializations, six elective courses are required.
NOTE: Students who began working toward the Wealth Management Certificate without specializations may complete their course of study in accordance with the requirements that were in effect at the time they commenced their studies with the University.
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