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Bachelor of Science in Financial Planning and Wealth Management

Bachelor of Science in Financial Planning and Wealth Management

at University of Delaware USA

Overview

As many employees are now tasked with managing their own money both before and after retirement, a growing number of individuals and families need financial planners to help them make important financial decisions.

By using your financial planning skills to provide this much-needed skill to those in need of help, 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, with employment opportunities on track to expand rapidly.

Program Highlights

Hands-on Learning

  • As a Lerner College financial planning and wealth management major, you will complete specialized courses in investments, insurance, income tax, retirement planning and estate planning. During your final semester of senior year you will complete the capstone course. The capstone course is a “real world” experience. You will work on 4 client cases throughout the semester, working closely with members of the Financial Planning Advisory Board to build financial plans for each. The board is a committee of 9 UD alumni who have built their own successful financial planning practices. This means you’ll get hands-on training that takes you through the full financial planning process from start to finish – before you even graduate.

Certified Financial Planning Accreditation

  • The Certified Financial Planning (CFP) Board has accredited the Lerner College’s financial planning and wealth management program. Individuals who wish to take the CFP Exam must first complete a series of educational requirements. Graduates of the financial planning and wealth management major at UD will have satisfied the CFP education requirement. This means that our graduates can sit for the CFP Exam immediately after graduation.

Seminar Series

  • You will have opportunities throughout the year to hear from finance industry professionals from public and private institutions such as the Securities and Exchange Commission, the Federal Reserve Bank and the nation’s top bank and trust companies like JPMorgan Chase, PNC and Wells Fargo.

Research Databases

  • As a financial planning and wealth management student, you’ll have access to industry-specific research databases maintained by the Department of Finance. The most commonly used databases are Bloomberg, eMoney and Morningstar.

Student Organizations

  • Blue Hen Investment Club
  • Association for Latino Professionals in Finance and Accounting
  • Financial Management Association
  • Women in Business
  • Minority Business Student Association
  • Alpha Kappa Psi Business Fraternity
  • Lerner Student Advisory Board
  • Delta Sigma Pi Business Fraternity
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30

Application Processing Days

Under Graduate

Program Level

Fact & Figures

Full Time On Campus

Study Mode

48

Duration

University of Delaware

Location

Bachelor of Science in Financial Planning and Wealth Management Assistant Fee

$35890

Tuition Fee

$16500

Average Cost of Living

$75

Application Fee

Bachelor of Science in Financial Planning and Wealth Management Admissions Requirements

  • Minimum Level of Education Required: To be accepted into this program, applicants must have Grade 12 / High School Diploma.
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Where would you like to study*

Work Permit USA

Optional Practical Training or OPT is a period during which students, who have completed their degrees in the USA, are permitted to work for one year on a student visa by the United States Citizenship and Immigration Services (USCIS). OPT allows students to work for up to 3 years and develop real-world skills to survive in the competitive jobs market.

It is temporary employment for a period of 12-months that is directly related to the major area of study of an F-1 student. Eligible students have the option to apply for OPT employment authorization before completing their academic studies and/or after completing their academic studies.

A student can participate in three types of Optional Practical Training (OPT):

  1. Pre-Completion OPT: This is temporary employment provided to F-1 students before completion of their course of study.
  2. Post-Completion OPT: This is temporary employment available to F-1 students after completing their course of study.
  3. 24 Month STEM Extension: Students enrolled in STEM (Science, Technology, Engineering, and Mathematics) courses can a 24-month extension after their initial Post-Completion OPT authorization. 

Detailed Program and Facts

30

Application Processing Days

Full Time On Campus

Program Intensity

Under Graduate

Program Level

48

Duration

Study Visa

English Test Requirement

6.5

Minimum Overall Score

79.0

Minimum Overall Score

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