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Managing finances can be very challenging at times. With many technological advances, the financial sector is also quickly adapting to the changes in how people invest and manage their assets. To keep up with these changes, a lot of individuals and companies are investing and paying for financial services from financial managers, financial analysts, and personal financial advisors.
Take a look: The Best Online Schools for Bachelor’s in Accounting Programs
That’s why there is an increasing demand for these finance professionals in today’s market. Official data expect financial advisor occupation opportunities to grow by 13%, while the financial manager demand is projected to rise by 16% by 2032. To meet this demand, it only makes sense to enroll in undergraduate programs leading to this profession!
To effectively help people with their finances, it’s important that you also get the right training and stay up-to-date on the latest in the financial sector. Aside from taking a Finance degree, you may also opt for a Bachelor of Business Administration or Financial Management core. Taking Financial Planning and Wealth Management specializations—which offer a more in-depth approach to managing finances—also works.
Methodology
Today’s best online colleges offer Wealth Management and Financial Planning programs. Our list of recommended online degrees was put together with these academic features in mind:
- Offered as a 100% online or blended program, emphasizing the fundamental Wealth Management and Financial Planning theories and applications, including the core principles of Economics, Taxation, Investments, and Personal Finances, leading to a sound financial decision-making process,
- Utilizes a top-rated educational platform or Learning Management System for online learners’ convenient access to their coursework in a convenient virtual space,
- Taught by professors who hold terminal degrees and specialize in Financial Planning or Wealth Management,
- Offers federal aid, grants, scholarships, and other financial assistance to qualifying undergraduate students,
- Recognized by a regional accrediting agency or agencies, proving compliance with academic standards,
- Approved by relevant industry organizations that focus on Wealth Management and Financial Planning,
- Receives stellar reviews from students and alumni.
Read our Methodology to learn the ranking process for our online undergraduate degree programs.
Best Online Bachelor’s in Wealth Management and Financial Planning
National University
Prominent Program Features:
Accredited by the WASC-Western Association of Schools and College, National University offers online degree programs for career-driven individuals. Its Bachelor’s degree in Financial Management provides hands-on training in analyzing data, creating reports, and developing strategies through its experienced faculty.
With this finance degree, you’ll be exposed to various financial markets and the regulations that affect them. Improve your problem-solving and communication skills through a series of practical activities and a capstone project. To be taken in 4-week durations, cover courses like:
- Risk Management and Insurance
- Financial Planning
- International Financial Management
- Valuation of a Corporation
- Analysis of Financial Statement
In terms of student services, you’ll be able to enjoy one-on-one career support and networking opportunities with over 220,000 alumni across the globe. Take advantage of the various interactive tools while accessing your schoolwork anytime. Plus, you may apply anytime since the school offers year-round enrollment.
Did You Know?
National University offers various benefits for serving military members and veterans. Its online programs offer flexibility and ease of finishing a degree while being on active duty. Get tuition assistance through the school’s scholarship offerings and fee discounts. Your spouse and children may also enjoy the same advantages, given they meet certain eligibility requirements.
Penn State World Campus
Prominent Program Features:
Penn State World Campus offers a Bachelor of Science in Business degree that will help you build a good understanding of various business sectors while letting you specialize in a discipline that most interests you. If you’re into financial management and capital markets, the Financial Services specialization may help you gain relevant skills to gain better job opportunities in financial institutions.
Be exposed to important business administration areas like accounting, marketing, and operations while learning the basics of wealth management, portfolio analysis, and retirement planning. Some of the online courses offered are:
- Corporate Finance
- Financial and Managerial Accounting for Decision-Making
- Investment and Portfolio Analysis
- Principles of Taxation
- Negotiation Skills for Business Professionals
Developed by experienced faculty, the 120-credit finance program also includes topics in communication and leadership, which are vital when dealing with high-value clients and stakeholders. Additionally, the school’s online learning platform will allow you to participate in discussion boards and network with students and faculty members.
Did You Know?
Aside from being Western Association of Schools and Colleges (WASC) accredited, Penn State World Campus has also been ranked by the U.S. News and World Report as one of the best providers of Online Bachelor’s Degree Programs. This consistent ranking shows the school’s commitment to providing quality education and excellent student experience.
Purdue University Global
Prominent Program Features:
Advance your technical knowledge while expanding your financial skills with a finance degree at Purdue University Global. Its online Bachelor of Science degree in Finance offers a comprehensive program tackling different financial markets, emerging trends, and business data.
Offering four concentrations, its Wealth Management and Financial Planning track will introduce you to various concepts and strategies used in allocating funds and preparing for future circumstances. You’ll also be exposed to theories and tools used in asset evaluation, allowing you to make sound investments in the future. Take online courses like:
- Asset Allocation and Risk Management
- Corporate Finance
- Financial Planning
- Financial Statement Analysis
- Portfolio Management
Complete your finance degree with a capstone course that allows you to show your learned understanding of the industry and showcase your skills in financial analysis. With an accreditation from the Accreditation Council for Business Schools and Programs (ACBSP), you’re sure of the finance program’s quality and job relevance.
Did You Know?
Purdue University Global offers an accelerated pathway that helps you graduate with two degrees. By reaching a minimum grade, you may use credits earned from your Bachelor’s degree for your Master’s program. This allows you to save on tuition and cuts your completion time drastically.
Eastern Kentucky University
Prominent Program Features:
Take advantage of Eastern Kentucky University’s online programs. Receiving accreditation from the Association to Advance Collegiate Schools of Business (AACSB), its online Bachelor of Science in Business Administration degree offers business fundamentals and essential skills for future professionals. Specifically, the Finance track imparts all the needed concepts and principles to qualify for top positions.
Furthermore, the finance degree program comes with a financial planning concentration that covers risk management, brokerage, and credit counseling. Here, you’ll also learn how to manage investments, plan out retirement plans, and understand global finance. The 120-credit program comes with online courses like:
- Personal Financial Planning
- Life Insurance and Estate Planning
- Financial Institutions
- Corporate Finance
- Principles of Risk and Insurance
Classes are taught in eight-week times with six start dates annually, so you’ll have more control of your schedule. Additionally, transfer up to 90 credits from previously taken subjects so you can finish your finance degree faster. Enjoy online services like tutorials, career assessments, and a dedicated academic advisor. Plus, online students get to save more with the program’s free textbooks.
Did You Know?
Eastern Kentucky University’s Finance degree program is one of the only few national programs that cover topics for the examination to become a Certified Financial Manager (CFM). This certification allows you to qualify for executive positions that primarily assess the company’s financial decisions, making them integral in business decisions.
Old Dominion University
Prominent Program Features:
Advance your career in finance and banking with a degree at Old Dominion University. Its online Bachelor of Science in Finance program will equip you with industry knowledge and relevant skills to take on roles like financial managers, financial analysts, and financial advisors.
Aside from learning business core topics, you’ll gain a better understanding of investment and portfolio management. The 120-credit program also emphasizes financial management, banking, and financial decision-making. Some of the online courses include:
- International Financial Management
- Principles of Risk Management and Insurance
- Real Estate Investment Analysis
- Managerial Accounting
- Management of Financial Institutions
To provide hands-on learning, finance students will get the chance to personally manage an investment fund. On top of this, the program comes with an internship course and capstone that’s centered on financial planning. You’ll get the academic attention you need by having one-on-one coaching with your professor.
Moreover, the finance degree program also comes with a completion track for online students who have taken college credits before, which is perfect for continuing students.
Did You Know?
If you’re coming from a school in the Virginia Community College System, you have a guaranteed shot of starting your program at Old Dominion University. This is made possible with the schools’ ongoing partnership. A letter of intent is required for application.
Liberty University Online
Prominent Program Features:
With an accreditation from the Accreditation Council for Business Schools and Programs (ACBSP), Liberty University Online’s BS in Business Administration is designed for aspiring business and finance professionals. This program comes with a Financial Planning concentration that will allow you to help individuals make better financial decisions and investments.
Designed to be finished in as fast as 3.5 years, the BSBA online program 120-credit finance degree program explores business core courses and various concepts in financial management and corporate finance. Anchored on Christian values, you’ll be equipped to tread the financial industry with integrity. Take courses such as:
- Estate Planning
- Investments
- Financial and Retirement Planning
- Taxation
The fully online learning format allows you to work on your class requirements anywhere without having to adhere to a class schedule. Online students won’t have to shell out anything for textbooks since e-books are given free of charge. The school also offers various financial aid and scholarships to help you save on tuition. What’s more, you may use up to 90 college credits in the finance program so that you can finish it in no time.
Did You Know?
Liberty University Online’s Business Administration in Finance degree program trains you to become a Certified Financial Planner (CFP). Passing this certification shows a standard of excellence, meeting the industry standards in financial planning. This gives you an edge over other finance graduates in the market.
Davenport University
Prominent Program Features:
Davenport University’s programs will help enhance your skills, preparing you for the real world. Its Bachelor of Business Administration in Finance allows you to work in capital markets with confidence. With accreditation from the International Accreditation Council for Business Education (IACBE), the finance degree program is taught by experienced and certified faculty.
Here, you’ll be able to build on your business knowledge with a range of business core courses like accounting, project management, and marketing. In the same manner, you’ll also grow your capabilities in finance by learning more about wealth management, budgeting, investments, and financial planning. Be prepared to take classes like:
- Portfolio Management
- Advanced Corporate Finance
- Financial Plan Development
- Financial Analysis for Business Managers
- Health Care Finance
The 120-credit curriculum also comes with a taxation course that tackles federal income tax, tax laws, and tax research. You’ll also get the chance to work in the field and gain first-hand experience in financial planning through an internship course. Plus, expand your financial expertise and network by participating in the Association for Corporate Growth (ACG) Cup, where you can meet other business students. With six start dates, you won’t have a hard time plotting your academic schedule.
Did You Know?
Davenport University guarantees to help you with your online journey from day one. Through its dedicated Global Campus team, you’ll get the needed help in choosing the right online program for you. You’ll also get the virtual help that you need with online tutorials and an IT help desk.
Florida International University
Prominent Program Features:
Graduate with the right skills through Florida International University’s program offerings. Its Bachelor of Business Administration in Finance degree offers excellent training in financial planning, global finance, and accounting management. Here, you’ll utilize learned concepts from mathematics, economics, and statistics in core financial principles.
The 120-credit curriculum allows you to explore different financial markets while gaining financial expertise. Learn important concepts involved in stock value calculations, procedures in commercial banking, and risk assessments. Cover online courses like:
- Commercial Bank Management
- Accounting for Planning and Control
- Financial Markets and Institutions
- Strategic Management
- International Financial Management
Additionally, you need to take courses in communication and business writing to effectively lead negotiations and draft contracts. You’ll also be able to choose elective courses that spark your interests. With the 100% virtual learning setup, you may go over your coursework while working at the office or handling responsibilities at home. Plus, be guided by a personal success coach until you complete your online program.
Did You Know?
Florida International University has one of the largest student bodies in the country. With more than 50,000 students, the school also boasts a diverse mix of students from over 150 countries like Saudi Arabia, Peru, and Venezuela.
Western Governors University
Prominent Program Features:
Western Governors University makes sure that you learn from the latest advancements in the industry. With a Bachelor of Science in Finance, you’ll get to take 120 credit hours of courses designed by industry experts and experienced faculty. Cover career-relevant topics like financial planning, portfolio management, and investment banking.
With accreditation from the Accreditation Council for Business Schools and Programs (ACBSP), learn how to analyze data and draw insights to create effective financial plans and recommendations. On top of these, know more about the tech innovations in the financial sector. Cover topics in blockchain and cryptocurrency. Attend online classes in courses like:
- Enterprise Risk Management
- Corporate Finance
- Financial Statement Analysis
- Principles of Financial and Managerial Accounting
- Personal Finance
The finance degree program courses are offered entirely online and can be accessed 24/7. This allows you to work on course requirements at night, which is suitable for part-time learners and working adults. You can also cover courses at your own pace, graduating in as fast as three years. Plus, get the support you need through a faculty mentor that’s dedicated to your academic goals.
Did You Know?
Western Governors University offers different ways to help you save on tuition. You may take advantage of transfer credits, scholarships, and financial aid. Aside from these, the school offers a unique tuition structure that guarantees a flat rate for six months. This means that you won’t have to worry about any tuition changes within the duration.
Missouri State University
Prominent Program Features:
Become a Chartered Financial Analyst (CFA) through Missouri State University’s finance degree program. Receiving accreditation from the Higher Learning Commission, the online Bachelor of Science in Finance is a great way to expand your knowledge base and skill set to analyze business data and create strategies.
The online bachelor’s also comes with a Financial Planning track that will equip you to create money management plans for individuals and families. Be introduced to concepts related to estate planning, insurance, and taxation. The four-year finance degree program comes with different online courses, including:
- Financial Management
- Negotiation, Mediation, and Arbitration in Business
- Tax Accounting
- Property and Liability Insurance
- Financial Planning
The 120-credit program also comes with a course on fintech that tackles how this is shaping the finance industry and its repercussions. Transfer students may opt for the degree completion program that allows credit evaluation and a more personalized course list.
Additionally, to help you start your career, the school’s career center maintains a database where you can check for available employment opportunities.
Did You Know?
Missouri State University offers an incentive grant that’s perfect for working professionals eyeing to finish an online degree. The Fast Track grant aims to help individuals by fully covering tuition expenses or shouldering the remaining costs not covered by financial aid. Fully funded adult learners may also enjoy the program and receive $500 for other educational costs.
Franklin University
Prominent Program Features:
Help other people reach their financial goals through an online Bachelor’s degree in Financial Planning at Franklin University. Complete a total of 124 credits of courses that range from business administration to general education and finance. Gain a better understanding of certain business concepts while covering legal and economic fundamentals.
In the same manner, the core finance courses will introduce techniques to effectively manage finances and maximize investment returns. Plus, the program prepares you to take the Certified Financial Planner® (CFP) examination. You’ll also be able to enhance your skills in professional communications and critical thinking. Improve your expertise with courses like:
- Tax Planning
- Principles of Financial Planning
- Financial Plan Development
- Retirement Savings and Income Planning
- Business Law
With a fully online learning setup, you have the option to finish courses between six and 12-week intervals. The flexibility allows you to insert coursework between work or while handling responsibilities at home. In terms of tuition, the school offers a tuition guarantee that will enable you to enjoy the same tuition rate from enrollment until program completion.
Did You Know?
With a generous transfer setup, Franklin University accepts up to 76% of the finance degree program’s courses through college credits. Taking advantage of this will help you finish your online bachelor’s in less than two years.
Colorado State University-Global Campus
Prominent Program Features:
With Higher Learning Commission accreditation, Colorado State University-Global Campus will take your career further with an online Bachelor’s in Finance. Gain expertise in personal finance and develop financial solutions for any type of client. Completing this finance degree program will allow you to effectively manage portfolios and work with investor data.
The Financial Planning emphasis will cover essential finance areas like insurance, taxation, and retirement planning. This track will also allow you to qualify for the Certified Financial Planner examination. The 120-credit curriculum consists of courses in general education, business, finance, and electives, including:
- Developing the Financial Plan
- Financial Analytics and Modeling
- Retirement and Real Estate Planning
- Introduction to Insurance and Investment Planning
- Financial Accounting
Complete your finance degree with a capstone in personal finance. With this, you’ll be asked to apply your learned financial planning techniques to actual scenarios while practicing your presentation skills.
Additionally, enjoy a flexible class schedule through the school’s online learning setup. With asynchronous classes, you won’t have to follow strict log-in times so you have more time to work or even quality time with loved ones.
Did You Know?
Colorado State University-Global Campus offers several services to support you while learning virtually. If you need help with written communication, you may take advantage of the school’s writing tutorials and submit your work for checking through the essay review services. Get personalized tutoring services when you’re having a hard time with certain topics.
University of Maryland Global Campus
Prominent Program Features:
The University of Maryland Global Campus utilizes experiential learning to produce top-notch graduates. That’s why its online Bachelor’s in Finance makes use of case studies and real-world examples to tackle issues in financial planning and management. You’ll also get to build on your knowledge of foundational areas like economics, statistics, and financial accounting.
With this online finance program, you’ll learn how to evaluate financial statements, create cash flow reports, and apply financial regulations. On top of these, get to learn emerging technologies in the finance industry and know more about their impacts on different financial markets and other financial institutions. Some of the finance courses include:
- Financial Management
- Security Analysis and Valuation
- Risk Management
- Financial Analysis
- Money and Banking
Completing the degree will help prepare students for industry certifications like the Certified Financial Planner examination. The 120-credit curriculum may be taken entirely online, so you can work on your class activities anywhere. You also get to take control of your schedule. Graduate earlier by using college credits from courses taken previously. Transfer up to 90 credit hours and finish your program in as fast as two years.
Did You Know?
Online learning at the University of Maryland Global Campus doesn’t just refer to its learning format. To provide a full virtual experience, textbooks are replaced by online learning resources. Buying books can be costly, so UMGC offers free e-books, website resources, and educational software.
Northeastern University
Prominent Program Features:
Aimed at providing experiential learning, Northeastern University drives students to reach their full potential. The web-based Bachelor’s in Finance and Accounting Management will help you deal with budgets, assets, and investments while getting in touch with various financial markets and their trends.
The 120-credit program covers important topics related to creating financial plans, including business administration, personal finance, and accounting technology. Be equipped with skills to properly assess financial statements and manage investments for higher gains. Take online courses like:
- Financial Reporting and Analysis
- Risk Management and Insurance
- Business Strategy
- Managerial Accounting
- Financial Institutions and Markets
Get the chance to take up electives that are in line with your interests and career goals. Choose from elective courses such as Digital Marketing, User Experience, and New Venture Creation. What’s more, the finance degree may be taken fully online so you can take full control of your pace and school schedule. With a dedicated support team, you’re also sure to get the support you need.
Did You Know?
As an advocate for sustainability, Northeastern University has found ways to decrease its carbon footprint. Aside from reducing water and energy consumption on its campuses, the school has also been committed to going green. With the help of student volunteers, 16% of its campuses today are covered by greenery.
Western Carolina University
Prominent Program Features:
With an accreditation from the Southern Association of Colleges and Schools Commission on Colleges (SACSCOC), taking a Bachelor of Science in Finance at Western Carolina University will open a lot of opportunities for you. By learning the right skills and practices, you can help individuals and companies with managing their finances and investments.
Take your money management skills further with a concentration on Personal Financial Planning for a better understanding of various insurance and investment types. Plus, it’s a sure way to ace the Certified Financial Planner ® examination. The 120-credit curriculum comes with finance courses like:
- Financial Management
- Managerial Accounting
- Risk Management and Insurance
- International Finance
- Financial Accounting
The provide also comes with an internship course that aims to provide hands-on experience before you fully immerse yourself in the financial industry. Plus, participating in one is a great way to establish your network and meet future employers. Joining the school’s Finance Club is another way to meet other future finance professionals. You’ll also be able to join enriching activities while improving your interpersonal skills.
Did You Know?
Western Carolina University encourages its finance students to participate in study abroad programs. Aside from learning about a new culture, you get an inside look at the country’s finance sector while developing a more global perspective on a lot of financial concepts. The international programs may range from a summer to a whole semester or year.
Berkeley College
Prominent Program Features:
With International Accreditation Council for Business Education (IACBE) accreditation, Berkeley College’s business programs are designed to produce career-ready graduates. That’s why taking its Online Bachelor’s in Financial Services will equip you with a solid knowledge base and skill set to take on managerial roles in banks, financial firms, and government agencies.
With Berkeley’s top-notch faculty, you’ll get to cover the fundamentals of finance, business administration, and economics while delving deep into financial planning, investments, and business finance. Take up a total of 120 credit hours, with courses like:
- Retirement Planning and Employee Benefits
- Financial Accounting
- Personal Financial Planning
- Financial Management
- Estate Planning and Taxation
Here, distance learning is made easy with flexible learning schedules. Course materials are also made available 24/7, so you can work on them when it’s convenient for you. Additionally, the school offers several channels to provide support when you’re having a hard time with your academics or even personally. The online learning platform makes it easy to reach out to your professors, an academic coach, or a counselor.
Did You Know?
For over a decade, Berkley College has been consistently part of the U.S. News and World Report’s list of schools with the Best Online Programs. This shows how Berkley was able to maintain its quality standard of teaching throughout the years.
Maryville University
Prominent Program Features:
Put theory into practice through Maryville University’s online programs. Its online Bachelor’s Degree in Finance comes with a broad range of business and management topics to produce a well-rounded finance professional. You’ll also get to cover advanced concepts in investments, wealth management, and financial planning.
Designed by industry experts, the 120-credit program will equip you with the skills to analyze business data, create financial strategies, and make better money decisions. You’ll also build on your leadership skills while learning ways to effectively communicate with clients. Some of the courses you’ll be taking include:
- Principles of Finance
- Financial Markets and Institutions
- Risk Management and Insurance
- Corporate Finance
- Financial Statement Analysis
You’ll also get a better understanding of learned concepts by going over case studies and finishing capstone projects in financial planning. Taught by experienced faculty, you can be confident that you’ll learn industry-level skills and practices through an interdisciplinary approach. Moreover, applying for this finance degree program is free, so you get to save on application fees.
Did You Know?
Get a head start into higher education with Maryville University’s Early Access program. With this, you’ll be able to use Bachelor’s degree credits to start and complete a master’s program. You only have to pay for the undergrad credits, so you save tuition and finish faster.
Additional Info: The Cheapest Online Bachelor’s Degree Programs in Business Management
Frequently Asked Questions
How many months or years does a Bachelor’s degree in Wealth Management and Financial Planning take?
On average, the 120-credit curriculum is designed to be completed within four years. Courses may be taken in eight-, ten-, and 12-week durations. You may follow the prescribed credits per semester or take the minimum number if you’re studying part-time or juggling school with work. This may increase the time it takes to finish the finance degree, but this may also allow you more control of your schedule.
Depending on your pace, you may also finish the Bachelor’s degree in as fast as two years. By using transfer credits, you may cut the completion time of your degree by two years. Transfer credits may be taken from previously taken courses, work experience, or even active duty time. Ultimately, you may work with an academic coach or advisor to create a timeline that works for you and your career goals.
What are some of the common courses taken in a Bachelor’s degree in Financial Planning and Wealth Management?
Financial Management
You’ll be introduced to financial analysis, asset valuation, and budgeting. This course also tackles various management issues encountered in financial markets.
Financial Planning
Learn how you can effectively allocate funds for personal use, investment, and emergency cases. You’ll also learn the processes involved in insurance and estate planning, as well as the regulations that need to be followed.
Corporate Finance
Explore various capital markets and better understand how investments are assessed. You’ll also be introduced to the tools used in risk management and cost estimates.
Investment Analysis
Know more about the different types of investments and be familiar with the stakeholders involved in the process. This course also touches on portfolio simulations and brokerage.
International Finance Management
This course covers the global financial markets, their relationship with the U.S., and the economics involved. There may be an emphasis on financial operations and investment decisions between international businesses.
Portfolio Management
This course deals with the allocation of assets, as well as its diversification options and how to effectively manage them. You’ll also get to learn principles involved in investment analysis, portfolio optimization, and evaluation.
Financial Statement Analysis
Learn how to value a firm by utilizing data from financial statements. Be introduced to valuation models, forecasting strategies, and accounting analysis.
Risk Management
Become more familiar with risk mitigation techniques and gain a deeper understanding of the concepts involved in wealth management and asset allocation.
Personal Financial Planning
With an individualized approach, learn how you can create financial plans for individuals. Learn more about family budgeting, estate planning, and tax computations.
How can students save on their Wealth Management and Financial Planning degree online tuition?
There are many ways to save on tuition, especially when taking an online degree program. Aside from applying for Federal Student Aid and scholarships, here are some ways to pay less:
Transfer Credits
If you’ve earned college credits before, it’s best to have them assessed if they’re eligible to be used as transfer credits. Most online programs accept a generous number of transfer credits, with some accepting almost 75% of the program’s total credit requirement. While transfer credit evaluations may incur costs, having approved transfer credits may help you save more and finish your program faster.
Work-Study Setup
Working students may enjoy this benefit. Some employers shoulder their employee’s tuition fees as long as they meet the company’s hour requirements. Some online institutions also have partner organizations where you can seek employment for guaranteed tuition assistance. Even schools offer part-time employment to qualified students to help them with educational costs.
Military Benefits
Many online schools are military-friendly, providing various benefits for serving military members and veterans. For some, these benefits even extend to their spouse and children. Some of the common benefits include tuition assistance, a special tuition rate, and a flexible learning setup. You may also convert military experience into college credits to help complete your degree in no time.
Should students or graduates take the Certified Financial Planner™ (CFP) examination?
Being a Certified Financial Planner may set you apart in the financial industry. This shows your credibility and expertise since you’ll need a good background in financial planning concepts to pass the examination.
Depending on your career goals, being a Certified Financial Planner™ may bring several benefits for you. You may be eligible for managerial positions and higher pay. Additionally, you may climb up the corporate ladder and be easily promoted.
It’s also worth noting that some financial institutions may prefer certified applicants over those without one while other companies may require this. You may choose finance programs that are accredited by the Certified Financial Planner Board, so you’re sure to be getting industry-standard training and coursework that increases your chances of passing the examination. You may also opt for a Chartered Financial Analyst (CFA) certification to handle larger investments in insurance outlets and banks.
What are some of the high-paying jobs for Wealth Management and Financial Planning graduates?
The finance industry comes with a lot of opportunities, which are often rewarding. While the media pay for finance professionals is $55,551, graduates may pursue positions that pay well above the average. Some of the roles include:
Hedge Fund Portfolio Manager
Earning around $127,751 per year, this position utilizes different investment strategies to handle investment portfolios in a hedge fund.
Finance Director
Oversee the company’s overall financial performance, including the creation of financial plans, strategies, and budgets. The annual salary for this role may reach up to $202,141 yearly.
Private Wealth Manager
This job may let you earn as much as $213,777 annually. Here, you’ll be managing the assets of private individuals and families which may have a high net worth. Provide customized financial plans and investment advice for better returns.
Financial Advisor
With this role, you’ll be able to help clients by managing their finances, working on their investment portfolios, and creating a retirement plan. You may earn as much as $158,890 every year.
Financial Risk Analyst
Create financial recommendations through the use of different investment strategies, risk management principles, and industry trends. Get the chance to take home a maximum of $93,000 pay annually.
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