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Certificate in Wealth Management

University of Miami
Florida , United States
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Major
Finance | Financial Planning
Area of study
Business and Administration
Course Language
English
About Program

Program Overview

Overview

The Certificate in Wealth Management is designed for students seeking a career change to Wealth Management or those wishing to advance in their present careers. The certificate begins with core classes and finishes with advanced electives in Wealth Management. The classes offered are already approved and are part of the curriculum of the Master of Science in Finance program. Thus, students completing the certificate have an option to take additional classes to obtain a complete M.S. in Finance degree. Additionally, an individual certificate in each track can be earned for those students who do not wish to complete the full degree at this time. Each certificate has 8 credits from four courses. M.S. in Finance has 35 credits.


Admission Requirements

  • Completed application for admission submitted through BusinessCAS
  • A baccalaureate degree from an accredited institution
    • Official academic transcripts from all previously attended post-secondary institutions must be submitted directly to BusinessCAS.
    • International applicants must have their educational credentials from institutions outside of the United States verified by an approved international credentialing evaluation service to confirm degree equivalency and GPA calculation.
  • Statement of purpose and short-essay responses to the career goal and program-related questions in BusinessCAS
  • A current resume outlining professional and/or academic achievements.
  • At least one letter of recommendation is required. Up to three may be submitted.
  • Official GMAT (or GRE) score
    • GMAT Institution Code is 7NV-S1-00
    • GRE Institution Code is 5815
    • Between the GMAT and GRE, there is no preference between the two tests for specialized masters’ admissions.
  • An official TOEFL or IELTS score is required as proof of English proficiency for international applicants who did not receive a degree in the United States or a foreign country where English is the primary language.
    • TOEFL - 94 or above Institution Code: 5815
    • IELTS - 7.0 or above Institution Code: 4861

Curriculum Requirements

Course List Code | Title | Credit Hours ---|---|--- FIN 668| Wealth Management and Financial Planning| 2 FIN 651| Quantitative Stock Portfolio Management| 2 FIN 653| Alternative Investments| 2 FIN 679| Private Equity and Venture Capital| 2 Total Credit Hours| 8


Mission

The mission of the wealth management program is to train students in skills to help high-net-worth families preserve and grow their wealth, manage risk, and perform tax, investment, insurance, retirement, and estate planning.


Student Learning Outcomes

  • Understand the service that wealth managers provide to clients.
  • Implement tax-efficient strategies.
  • Differentiate asset classes and construct strategic asset allocation based on the client’s risk tolerance, return expectations, time horizon, tax situation, liquidity needs, legal constraints, and unique circumstances.
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