Master's in Financial Planning & Wealth Management

Transform your career in a single year.

As a financial advisor, you’ll do more than crunch numbers; you will be helping people make good decisions about their future. Whether it’s managing their investment portfolio, figuring out how to control their debt, navigating the complicated tax code or maximizing retirement income, people want an expert they can trust. It’s a role that requires not only technical knowledge, but also strong people skills, like communication, relationship management, listening and being empathetic.

The Broad Master of Science in Financial Planning and Wealth Management program is designed to provide you with a solid understanding of the cutting-edge concepts and techniques you need to become that trusted advisor. You’ll gain the skills necessary to help meet the evolving needs of an increasingly diverse client base, from individuals to institutional clients like pension funds, foundations and businesses. As a registered CERTIFIED FINANCIAL PLANNER™ (CFP) Program, you’ll be able take the CFP exam upon graduation, earning you the most widely recognized designation for financial advisors.

Program Information Sheet

Designed for those aiming to be a financial advisor

• Recent college graduates with undergraduate degrees in the social sciences, humanities, comm arts, and business.
• Professionals looking to transition into the wealth management industry.

Prepare for the CFP Exam

The CFP (Certified Financial Planner) is a professional designation awarded by the CFF Board of Standards. The designation is widely recognized in the professional planning community. Our graduates are positioned to succeed on the CFP exam as the curriculum is designed to cover the 72 learning objectives required by the board. As a registered CFP Program, students earning this degree will be able to take the CFP exam upon graduation.

Build a professional network

While competitive, the Master’s in Financial Planning and Wealth Management program is also very collegial. Students work collaboratively and help one another learn. Being part of such a close-knit community can make all the difference in your educational experience.

You’ll form relationships here that not only will enhance your career opportunities but will become lifelong friendships.