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

As a registered CFP program, students who complete all 6 classes in the minor will satisfy the education requirement to be eligible to take the CFP exam upon graduation.

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



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.

The minor is available beginning Fall 2021.

Minor in Financial Planning and Wealth Management Requirements

Students must complete 18 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