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The Financial Planning and Wealth Management minor 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.

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.

Admission

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: