Nov 05, 2025

2024-2025 Graduate Catalog

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2024-2025 Graduate Catalog [ARCHIVED CATALOG]

Private Wealth Management,CERT

Required Credits:12-15

Required Courses

Required Credits:12-15

ACCT 7420 Taxation of Individuals Credits: 3.0
FIN 7520 Investment Analysis Credits: 3.0
FIN 7570 Investment Policy, Ethics, and Portfolio Management Credits: 3.0
FINP 7720 Retirement Planning Credits: 3.0

Prerequisite Courses

Required Courses:0-2

Students may waive out of ACCT 6065 and FIN 6075 with a grade of B or better in the UG equivalent course Financial Accounting and Corporate Finance.

ACCT 6065 Financial Accounting for Decision Makers Credits: 1.5
FIN 6075 Finance for Decision Makers Credits: 1.5