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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.
To learn more, contact Stephen Schiestel at schiestel@broad.msu.edu.
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.
3 credits
Overview of financial management for business majors. Analysis of financial statements, markets and assets. Risk and valuation, corporate budgeting and investment decisions. International and ethical implications. Current events applications.
View full course description at the Office of the Registrar.
3 credits
Theoretical and empirical analyses of securities. Risk and return formation. Security analysis and concepts of market efficiency. Common stocks, bonds, options, futures and mutual funds.
View full course description at the Office of the Registrar.
3 credits
All components of financial planning covered with an emphasis on general principles, investment planning and employee benefit retirement planning.
View full course description at the Office of the Registrar.
3 credits
Overview of the various techniques for measuring and managing risk. The focus is on risks related to mortality, health-related expenses, property damage and product liability.
View full course description at the Office of the Registrar.
3 credits
Examines estate and income tax planning issues pertinent for the financial planner.
View full course description at the Office of the Registrar.
3 credits
This course covers personal retirement planning issues along with multiple case studies. The culmination of the course will be the preparation of a financial plan for a high net worth family.
View full course description at the Office of the Registrar.
The Wealth Management Association (WMA) at Michigan State University is committed to educating undergraduate students about different careers in Financial Planning and Wealth Management, as well as placing them in internship and full-time opportunities within the Wealth Management industry.