College of Business > Academics > Department of Finance > Graduate Programs > Wealth Management (MS) > Degree Requirements

Degree Requirements

Degree Requirements

The Wealth Management Boot Camp (FIN 570) and 12 courses are required to complete the Master of Science in Wealth Management.

Course Title Quarter Hours
FIN 570WEALTH MANAGEMENT BOOT CAMP4
ACC 592FEDERAL INCOME TAX OF INDIVIDUALS4
ACC 593OVERVIEW OF TRANSFER PLANNING FOR WEALTH MANAGEMENT4
ACC 594FAMILY OFFICE AND MULTIGENERATIONAL PLANNING4
FIN 555FINANCIAL MANAGEMENT4
FIN 501ETHICS IN FINANCIAL MARKETS4
FIN 523INVESTMENT ANALYSIS4
FIN 528ALTERNATIVE INVESTMENTS4
FIN 564RISK MANAGEMENT FOR INDIVIDUALS, FAMILIES AND ENTITIES4
FIN 572FINANCIAL PLANNING, CAPSTONE I4
FIN 573FINANCIAL PLANNING, CAPSTONE II4
FIN 581THE PSYCHOLOGY OF FINANCIAL DECISION MAKING4
MKT 576EFFECTIVE BUSINESS COMMUNICATION4

​Degree Requirements

  • Satisfactory completion of the college residency requirement.
  • Satisfactory completion of the 12 required courses.
  • All courses for credit toward the degree must be completed within six calendar years after the candidate’s first term of enrollment in the Kellstadt Graduate School of Business. After a lapse of six years, a course is expired. An expired course is not acceptable for the purpose of satisfaction of degree requirements and is not applicable to the degree without the written approval of the director of the program or the Kellstadt Graduate School of Business.​​​

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