The Financial Planning and Wealth Management program is designed to provide students with a solid understanding of the concepts and techniques used by wealth management advisors to help individual and institutional clients. As the industry continues to evolve, students will gain the necessary skills to help firms meet the expanding needs of their client base.

Program Information Sheet

Contact

To learn more, contact Stephen Schiestel at schiestel@broad.msu.edu.

Topics

  • Planning process
  • Cash flow and balance sheet
  • Debt/liability management
  • Investment planning
  • Tax planning
  • Insurance and risk management
  • Retirement planning
  • Education planning

Skills

  • Critical thinking
  • Oral communication skills
  • Written communication skills
  • Relationship management
  • Behavioral finance

Courses

Students who complete all six (6) courses in the program will satisfy the education requirement that is needed to be eligible to sit for the Certified Financial Planner (CFP®) exam upon graduation. Students will come away with a solid understanding of the techniques of planning along with interpersonal skills required for success.