Bachelor of Science in Financial Planning and Wealth Management
As many employees are now tasked with managing their own money both before and after retirement, a growing number of individuals and families need financial planners to help them make important financial decisions.
By using your financial planning skills to provide this much-needed skill to those in need of help, you’ll have access to a wide variety of career options ranked high in job satisfaction.
By choosing a career in financial planning and wealth management, you’ll become part of an industry that has been consistently ranked as one of the 10 best career choices, with employment opportunities on track to expand rapidly.
As a Lerner College financial planning and wealth management major, you will complete specialized courses in investments, insurance, income tax, retirement planning and estate planning. During your final semester of senior year you will complete the capstone course. The capstone course is a “real world” experience. You will work on 4 client cases throughout the semester, working closely with members of the Financial Planning Advisory Board to build financial plans for each. The board is a committee of 9 UD alumni who have built their own successful financial planning practices. This means you’ll get hands-on training that takes you through the full financial planning process from start to finish – before you even graduate.
Certified Financial Planning Accreditation
The Certified Financial Planning (CFP) Board has accredited the Lerner College’s financial planning and wealth management program. Individuals who wish to take the CFP Exam must first complete a series of educational requirements. Graduates of the financial planning and wealth management major at UD will have satisfied the CFP education requirement. This means that our graduates can sit for the CFP Exam immediately after graduation.
You will have opportunities throughout the year to hear from finance industry professionals from public and private institutions such as the Securities and Exchange Commission, the Federal Reserve Bank and the nation’s top bank and trust companies like JPMorgan Chase, PNC and Wells Fargo.
As a financial planning and wealth management student, you’ll have access to industry-specific research databases maintained by the Department of Finance. The most commonly used databases are Bloomberg, eMoney and Morningstar.
- Blue Hen Investment Club
- Association for Latino Professionals in Finance and Accounting
- Financial Management Association
- Women in Business
- Minority Business Student Association
- Alpha Kappa Psi Business Fraternity
- Lerner Student Advisory Board
- Delta Sigma Pi Business Fraternity
Suggested Course Sequence
ECON 101 – Microeconomics
MATH 221 – Calculus I
BUAD 110 – Basics of Business
Social and Behavioral Sciences breadth course
Mathematics, Natural Sciences and Technology (CISC, MATH and STAT courses do not apply) breadth course
Social and Behavioral Sciences breadth course
ENGL 110 – Seminar in Composition
ECON 103 – Macroeconomics
Creative Arts and Humanities breadth course
Mathematics, Natural Sciences and Technology (CISC, MATH and STAT courses do not apply) breadth course with lab (4 credits)
ACCT 207 – Accounting I (Financial)
STAT 200 – Basic Statistical Practice
MISY 160 – Business Computing
History and Cultural change breadth course
Social and Behavioral Sciences – ECON course
ACCT 208 – Accounting II (Managerial)
MISY 262 – Fundamentals of Business Analytics
MISY 261 – Business Information Systems
FINC 311 – Principles of Finance
COMM 212 – Oral Communications in Business
BUAD 301 – Introduction to Marketing
BUAD 306 – Introduction to Service and Operations Management
BUAD 309 – Organizational Behavior
FINC 320 – Principles of Financial Planning
MATH 230 – Finite Math with Application
ACCT 352 – Business Law & Social Issues
FINC 314 – Investments
FINC 322 – Retirement Planning
Creative Arts and Humanities breadth course, History and Cultural Change breadth course or foreign language
ACCT 313 – Taxation for Business and Investment Planning (Or ACCT 413 – Income Tax)
FINC 321 – Insurance Planning
English writing requirement
Creative Arts and Humanities breadth course, History and Cultural change breadth course or foreign language
ACCT 418 – Estate Planning
FINC 425 – Financial Plan Development
ACCT, BUAD, ENTR, FINC or MISY elective
After graduating in 2018, 100% of Lerner’s financial planning & wealth management graduates were employed (earning a median starting salary of $52,714) or pursuing further education. For more information on career resources please visit the Lerner Career Services Center.
Some of the top employers of Lerner’s financial planning & wealth management graduates include:
- Ameriprise Financial Services
- CapTrust Financial Advisors
- Concord Financial Group
- JPMorgan Chase
- Raymond James Financial Services
Job titles of recent graduates with a financial planning & wealth management degree include:
- Financial Advisor
- Corporate Analyst
- Wealth Manager
- Security Operations Associate
- Portfolio Management Assistant
Visit the Career Outcomes of Lerner financial planning & wealth management students to see more top employers, job titles, salaries and locations.
- My Summer Internship: Jordan Battee - Jordan Battee, Class of 2020, majoring in financial planning and wealth management with a minor in trust management, spent his summer in Greenville, Delaware as a wealth management summer analyst at Bank of America Private Bank.
- My Summer Internship: Shivani Modi - Shivani Modi, Class of 2021, double major in finance and financial planning and wealth management with a minor in economics, spent her summer in Phoenix, Arizona as a summer investments intern at Charles Schwab.
- My Summer Internship: Amanda K Manuola - Amanda K Manuola, Class of 2021, majoring in financial planning, spent her summer in Mount Laurel, New Jersey at Merrill Lynch, Bank of America.
Contact Richard Jakotowicz
Learn more about undergraduate admissions requirements, deadlines, tuition and financial aid available to you.