Wealth Management

Wealth management is the application of asset management principles founded on the concepts of financial decision making and behavioral finance, including the value of time, the assessment of risk, and the measurement of performance within a financial planning framework. The Certified Financial Planning Board states that a program such as ours will provide students with three essential elements needed to gain trust and earn recognition in the personal financial field: competency, confidence and credibility.

Students pursuing the minor will build a focused skill set in high demand in a helping profession that aligns with the mission of the University. Successful completion of the minor allows the student to sit for CFP® designation.

Resources:

Curriculum

Pre-requisites (9 credits)

ENGL 2516 – Business Writing (3 credits)
COST 1600 – Oral Communication (3 credits)
ECON 1411 – Introduction to Economics (3 credits)*

Required Courses (12 credits)**

BFIN 2111 – Financial Planning and Risk with Lab (3 credits)
BFIN 2112 – Investment and Tax Planning with Lab (3 credits)
BFIN 2113 – Retirement and Estate Planning with Lab (3 credits)
BFIN 2114 – Financial Plan Development (3 credits)

*Note: for Stillman students (ECON1402/1403) will replace ECON1411

Undergraduate Catalogue
Academic Calendar
Course Exam Schedules

Promising Career Outlook

Demographic dynamics are driving a forecasted industry growth of at least 30% during the next decade and across all age groups. With the average age of financial specialists being 50, with well over one-third expected to retire within the next decade, and with fewer than 10% over the age of 35, career prospects in this field hold great promise.

Opportunities for Underrepresented Groups

Data also indicates attractive opportunities for women, African Americans and Latinos, who have historically been underrepresented and are now amongst the fastest growing demographics.

Faculty Listing

Xiaoqing Eleanor Xu
Professor of Finance
View Profile

Jennifer Itzkowitz
Associate Professor of Finance
View Profile

Leonard DeLuca
Instructor of Sport Management
View Profile

Experience Seton Hall. Visit Us Today.

As one of the country's leading Catholic universities, Seton Hall has been developing students in mind, heart and spirit since 1856. Home to nearly 10,000 undergraduate and graduate students, Seton Hall is a place that nurtures compassionate leaders who are prepared to make a difference in the world.

Seton Hall offers all the advantages of a large research university - a national reputation; challenging academic programs; notable alumni; state-of-the-art facilities; renowned faculty; and extensive opportunities for internships, research and scholarship - with all the benefits of a small, supportive and nurturing environment.