Bachelor of Science in Financial Planning and Wealth Management

University of Delaware

As many employees are now tasked with managing their own money both before and after retirement, a growing number of families and retirees need financial planners to help them to make important financial decisions.By using your financial planning and wealth management skills to provide this much-needed skill to both individuals and businesses, you’ll have access to a wide variety of career options ranked high in job satisfaction.By choosing a career in financial planning and wealth management, you’ll become part of an industry that has been consistently ranked as one of the 10 best career choices, and employment opportunities are on track to expand rapidly. The Financial Planning and Wealth Management major at the University of Delaware established the following learning objectives based on the guiding principles established by the Association to Advance Collegiate Schools of Business (AACSB) to ensure student success. The program uses course grades and assessments of assignments to ensure that these objectives are met. Financial planning graduates from the University of Delaware will be able to: Comprehend time value of money principles, the operation of financial markets, the relation between risk and expected return, the measurement of diversification benefits, and other tools utilized in investment management. Evaluate the current income tax and estate tax landscape in order to facilitate effective decision making to minimize the impact of future tax liabilities as well as accomplish client goals as related to legacy planning. Analyze existing risk management techniques and formulate forward looking strategies which ensure the relevant risks are retained, shared, or transferred.

Alfred Lerner College of Business and Economics