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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 Financial Planning and Wealth Management minor will 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.

The minor is administered by the Department of Finance and available as an elective to students who are enrolled in bachelor’s degree programs at Michigan State University.

Program Information Sheet

MSU Wealth Management Association

 

Admission

The online application must be completed by the deadline of April 15.  Admissions decisions are made in late spring each year. Admission is highly competitive and therefore not guaranteed. By applying to the minor, you are agreeing to allow the selection committee to review your grades.

For students participating in S/NS grading, please note that The Broad College will use original numeric grades from Fall 2020 and Spring 2021 in admission decisions for the Financial Planning and Wealth Management Minor.

To be admitted to the minor, students must complete one course from item (a) and one course from item (b). A grade of 3.0 or higher in each course is required for admission.

a. One (1) of the following courses (3 credits)

b. One (1) of the following courses (3 credits)

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If you have satisfied the course prerequisites for admission, you are invited to apply for the minor.

 

Minor in Financial Planning and Wealth Management Requirements

Students must complete 15 credits from the list of required courses:

Student Organization

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.

Visit Organization Online