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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
Read More

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

Other Courses by University of Delaware,USA

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All majors are required to complete three core courses: Introduction to American Politics, Introduction to Global Politics and Research Methods for Political Science. Beyond the core courses, you may choose to major in political science without a concentration or to specialize in one of three concentrations: American politics, global politics or public law. Political science is a flexible major that can complement your many other interests, a second major or minors and prepare you to engage an increasingly complex world.

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Health Sciences, Nursing and Emergency Services

Bachelor of Science in Medical Diagnostics

Medical diagnostics is a clinical-oriented science program that incorporates the basic science courses required for admission to medical school with medical-related courses that impact on the diagnosis and therapy of disease. This major prepares students who plan to pursue postgraduate study in health-related areas immediately upon graduation, including careers in medicine, dentistry, optometry, and physician assistant.

Students with the goal of attending Medical School should visit UD's Pre-Med website for advising and admission information. There are two distinct pathways by which students can gain admission to a professional school. One is open to all majors and requires a basic knowledge of science and mathematics. Students taking this option are evaluated by the Health Science Advisement and Evaluation Committee (HSAEC), which writes a University of Delaware recommendation to medical institutions of the student's choice.

Freshmen enter as medical laboratory and diagnostics interest majors. In order to enter the medical diagnostics major at the end of the sophomore year certain criteria are required: a minimum 3.00 GPA for the first four semesters, including successful completion of prerequisite courses in chemistry, biological sciences, physics and/or anatomy and physiology, and completion of at least 60 credit hours, including the prerequisite courses. Admission to the junior/senior major is determined by academic achievement.

48 month

Duration

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Tuition

The opportunities and challenges of business are transforming. A growing share of business is global – not just between nations, but among nations, groups and individuals. Advances in technology along with the ambitions of international institutions steadily expands the global economy.

The global enterprise management (GEM) major is your opportunity to gain the knowledge, skills and aptitudes you need to succeed in the new business environment.

There are many ways to customize the GEM major to help you achieve personal goals and professional vision.

Program Highlights
Ground-Breaking Program

  • The GEM major is the first globally-oriented and academically challenging program of its kind in the United States. It studies the idea of globalization from many viewpoints, thereby giving you the flexibility to design a program that best fits your personal and professional interests.

Tailored to Your Unique Interests

  • You’ll develop a unique understanding of global business through your choice of “perspectives” and “skills” courses. Then you’ll combine these sets of knowledge during two capstone courses.

GEM perspectives courses cover topics such as:

  • Economics
  • Political science
  • Data analytics
  • Finance
  • Marketing
  • Hospitality

GEM skills courses cover topics such as:

  • Entrepreneurship
  • Computer science
  • Fashion merchandising
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48 month

Duration

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Tuition

Business & Management

Bachelor of Science in Finance

A strong background in finance will prepare you for a decision-making role in any organization. Why? Because success for any organization depends on its ability to make good decisions in critical areas, including:

  • Opening a new production facility
  • Expanding the product line
  • Adding employees
  • Entering new markets
  • Adopting new technology

In Lerner’s finance program, you will learn how to balance opportunity with risk to ensure resources are allocated to their best use. You will learn how finance influences almost every aspect of an organization, whether a bank, consulting firm, public or private corporation, governmental organization or non-profit.

The curriculum provides a strong foundation that will prepare you for all categories of finance careers including investment management, corporate finance and financial services.
Our challenging, rewarding program is one of the most popular undergraduate majors at UD.

 

Program Highlights

CFA Institute Recognition

  • The undergraduate finance degree at the University of Delaware has been recognized by the CFA Institute as a program that incorporates over 75% of the Chartered Financial Analyst (CFA) Exam Material into its curriculum, including the CFA Institute Code of Ethics and Standards of Professional Conduct. For more information on the CFA Institute and recognized universities, visit the CFA Institute’s website.

Seminar Series

  • You’ll hear from finance industry professionals from public and private institutions such as the SEC, the Federal Reserve Bank and JPMorgan Chase.

Research Databases

  • As a finance student you’ll have access to an extensive set of research databases maintained by the Department of Finance.

Student Organizations
The Blue Hen Investment Club is the University of Delaware’s student-managed investment fund with $1.8 million assets under management. It is open to students of all majors who are willing to commit to managing a portion of the university’s endowment.

Over the years, the fund has created leaders who have found careers with institutions such as Morgan Stanley, JPMorgan Chase, Bank of America Merrill Lynch, UBS, PwC, EY, KPMG and McKinsey & Company.
Other student organizations include:

  • Association for Latino Professionals in Finance and Accounting
  • Financial Management Association
  • Women in Business
  • Minority Business Student Association
  • Alpha Kappa Psi Business Fraternity
  • Delta Sigma Pi Business Fraternity

48 month

Duration

$ 35890

Tuition

Discover the fascination of Italy and Italian. Students enrolled in the Italian program will find it to be one of the most rewarding and positive linguistic and cultural experiences imaginable. A dedicated and expert faculty offer dynamic courses in language, literature, culture and civilization, film, history, politics and current events as well as classes in translation. On campus and through study abroad, master the four language skills – listening, speaking, reading, writing – while immersing yourself in the culture of Italy. Prepare for graduate study or for a career in international business, journalism, translation, editing, marketing, travel, teaching or many other fields.

Participate in our study abroad programs which include winter session in the medieval city of Siena, summer in sunny Sorrento, or a semester program in the capital city of Rome. On campus, join the Circolo Italiano club to meet other Italian language students, brush up on your language skills and partake in numerous cultural activities. Outstanding students in the Italian program are awarded each year with induction into Gamma Kappa Alpha, the national Italian honors society.

48 month

Duration

$ 35890

Tuition

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The Department of Computer and Information Sciences offers students a Bachelor of Science major in Information Systems (INSY-BS), which combines business and information technology subjects. The major addresses student demand for courses oriented toward the design of new software systems for business and consumer needs. Students enrolled in the major must fulfill a set of major courses along with 1) a set of business courses (referred to as the business core) and 2) a set of information systems courses (referred to as the information systems core).

The business core emphasizes management and marketing issues. Students are prepared for careers in management and financial matters through courses in accounting, finance, operations management, organizational behavior, and marketing.

The information core stresses the use of computing technology in solving business problems.

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48 month

Duration

$ 35890

Tuition

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Undergraduate laboratory experiences give students the chance to practice skills they learn in classes on real devices and to see firsthand the physics that they describe mathematically in classes. Because of our lab courses, upon graduation our students not only understand the technical world but also have the skills and experience to change it. Our electrical engineering students, faculty, and alumni have helped launch a multitude of entrepreneurial success stories over the years. They continue to change the world with their spirit of innovation, passion for technology, and technology transfer.

Electrical engineering students at UD benefit from a broad array of experiential learning opportunities, including robust senior design and undergraduate research programs, as well as our Vertically Integrated Projects program, which unites undergraduate education and faculty research in a team-based context. Many of our undergraduates publish papers in scholarly journals or attend conferences all over the country before receiving their degree.

48 month

Duration

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Tuition

Natural Sciences & Mathematics

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Students pursuing the B.S. in Mathematics acquire depth in several key areas of mathematics, suitable as preparation for graduate study as well as immediate technically-oriented careers in business and government. Students interested in acquiring breadth in the liberal arts and less depth in mathematics can pursue the B.A. in Mathematics. Training in mathematics develops analytical and problem-solving skills that can be widely applied, and students with a degree in Mathematics frequently find rewarding careers that do not use the word “mathematician” in the job title.

48 month

Duration

$ 35890

Tuition

Environmental engineering applies scientific principles and engineering tools to improve the natural environment, address pollution problems, and ensure environmental sustainability. Environmental engineers provide safe drinking water, treat and dispose of hazardous wastes, clean up contaminated soil and groundwater, and maintain the quality of air, water, and land resources.

Air pollution: Environmental engineers design chemical and mechanical means of preventing pollutants from being discharged into the atmosphere.

Hazardous waste: From chemical neutralization to genetically engineered “waste-eating” bacteria, environmental engineers devise better ways to clean up hazardous wastes.

Industrial hygiene: Engineers specializing in industrial hygiene help design efficient industrial and manufacturing processes that minimize waste and hazardous by-products.

Water resources: Measuring and modeling stream flow, designing systems to collect and treat stormwater, and predicting the impact of increased rainfall intensity on water conveyance systems are activities that ensure the quality of municipal water supplies and natural water systems.

Solid waste management: Environmental engineers lead the way in solid waste management, from designing landfills that won’t contaminate soil or groundwater, to reducing the amount of trash through better recycling processes, to understanding how various materials biodegrade.

Wastewater: Treating sewage and other wastewater is vitally important, not only for aquatic habitats but for human health as well. Engineers design facilities and processes to minimize the environmental impact of wastewater treatment.

48 month

Duration

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Bachelor of Arts in Music

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48 month

Duration

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