Financial Planning & Wealth Management

  • Major

FINANCIAL PLANNING & WEALTH MANAGEMENT

Learn in one of the only four-year programs of its kind to prepare yourself for a career in investments, banking, insurance, and other financial-planning-related careers. Learn how to control what makes the world turn—money.

  • Professional work experience integrated into classroom discussion and learning
  • A unique liberal arts element to your study of business
  • Small class sizes and faculty dedicated to excellence and student learning
  • Opportunities to meet and engage with business professionals from the community
  • Opportunities for international study, hands-on field experience, and co-curricular activities

PERSONALIZE YOUR DEGREE

Minors are available in Accounting, Business Administration, Management, and Marketing.

GAIN REAL-LIFE EXPERIENCE – ALL BEFORE YOU GRADUATE.

Internships

Obtain work experience and make informed career choices through supervised internships of a semester or longer.

Coursework

Course Title Credits

Math 105

or

Math 205

Applied Business Statistics

 

Statistics

3

 

3

Econ 110

Personal Finance

3

CS 140

or

CS 240

Integrated Software Applications

 

Advanced Office Applications

3

Acct 201

Principles of Accounting I

3

Econ 201

Principles of Microeconomics

3

Acct 202

Principles of Accounting II

3

Econ 202

Principles of Macroeconomics

3

Comm 220

Interpersonal Communication

3

Busn 301

Introduction to Financial Planning

3

Busn 305

Insurance Planning

3

Busn 315

Business Law I

3

Busn 320

Marketing

3

Busn 321

Business Management

3

Busn 330

Sales & Sales Management

3

Busn 351

Financial Management

3

Econ 309

or

Econ 354

Global Financial Markets

 

Global Competition & Strategy

3

 

3

Acct 355

Income Tax Accounting

3

Busn 440

Investments

3

Busn 450

Estate Planning

3

Busn 451

Senior Financial Planning Colloquium

3

Total Semester Credits Required: 60

Tuition and Financial Aid

We believe every student, regardless of their financial situation, should have access to a UJ education. 100% of our full-time undergraduate students have some type of financial aid, with scholarship packages starting at $8,000 minimum. Your counselor for admissions personally walks you through financial aid, including the process of filing a FAFSA, maximizing your eligibility for aid, and answering any questions you may have along the way.