Build a career in an in-demand industry.

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.

What I love about my major
In this video, UD Lerner College students majoring in finance and financial planning and wealth management discuss why they chose their majors – why it is unique and opportunities they’ve had that will prepare them for their careers.
Watch the video

Program Highlights

Hands-on Learning

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.

Seminar Series

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.

Research Databases

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.

Student Organizations

  • 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

Program Requirements

Suggested Course Sequence

Freshman Year
First semester
ECON 101 – Microeconomics
MATH 221 – Calculus I
BUAD 110 – Basics of Business
Social & behavioral sciences breadth course
Natural sciences & technology breadth course
Second semester
ECON 103 – Macroeconomics
ENGL 110 – Seminar in Composition
Social & behavioral sciences breadth course
Creative arts & humanities breadth course
Natural Sciences & technology breadth course with lab
Sophomore Year
First semester
ACCT 207 – Accounting I (Financial)
MISY 160 – Business Computing
STAT 200 – Basic Statistical Practice
History & cultural change breadth course
ECON course at 300-level or above
Second semester
ACCT 208 – Accounting II (Managerial)
MISY 262 – Fundamentals of Business Analytics
MISY 261 – Business Information Systems
FINC 311 – Principles of Finance
COMM 212 – Public Speaking & Professional Presentation or HOSP 230 – Executive Presentations & Problem Solving
Junior Year
First semester
BUAD 301 – Introduction to Marketing
BUAD 306 – Service & Operations Management
BUAD 309 – Organizational Behavior
FINC 320 – Principles of Financial Planning
FINC 312 – Intermediate Financial Management or FINC 314 – Investments
Second semester
ACCT 352 – Law & Social Issues in Business or ACCT 350 – Business Law I and ACCT 351 – Business Law II
FINC 322 – Retirement Planning
FINC 312 – Intermediate Financial Management or FINC 314 – Investments
Creative arts & humanities breadth course, History & cultural change breadth course or foreign language
Multicultural requirement
Senior Year
First semester
ACCT 313 – Taxation for Business & Investment Planning or ACCT 413 – Income Tax Accounting
FINC 321 – Insurance Planning
English writing requirement
Creative arts & humanities breadth course, History & cultural change breadth course or foreign language
Free elective
Second semester
ACCT 418 – Estate Planning
FINC 425 – Financial Plan Development
ACCT, BUAD, ENTR, FINC or MISY elective at 300-level or above
Free elective
Free elective

Career Opportunities

Within 6 months of graduating, for the class of 2021, 97% of Lerner’s financial planning & wealth management graduates are employed (earning a mean starting salary of $60,786) or pursuing further education. For more information on career resources please visit the Lerner Career Services Center.

Top Employers

Some of the top employers of Lerner’s financial planning & wealth management graduates include:

  • JPMorgan & Chase
  • Bank of America
  • BlackRock
  • Citi
  • Morgan Stanley
  • Vanguard

Top Jobs

Job titles of recent graduates with a financial planning & wealth management degree include:

  • Associate
  • 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.


Learn More

Contact Richard Jakotowicz

Admissions Information

Learn more about undergraduate admissions requirements, deadlines, tuition and financial aid available to you.

Admissions & Financial Aid