Want to help individuals and companies invest and build wealth? You could prepare for this role in Purdue Global's Bachelor of Science in Business Administration with a concentration in Wealth Management and Financial Planning program.
<h2 id="section---FrequentlyAskedQuestions">Frequently Asked Questions</h2>
<h3 id="section---WhatKindOfProgramIsIt">What Kind of Program Is It?</h3>
<p>How do you identify one's financial needs? Which methods are best employed when putting together and managing an investment portfolio? What risks should be considered in financial planning? Purdue Global's online Bachelor of Science in Business Administration with a concentration in Wealth Management and Financial Planning explores these kinds of topics. In major courses, you will have the opportunity to build an understanding of various business processes and practices in marketing, finance, accounting, human resources, management, and business law. In a virtual team setting, you will have a chance to apply what you have learned throughout the program in the development of a detailed strategic business plan in the capstone course.
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<h3 id="section---WhatAreThePrerequisites">What Are the Prerequisites?</h3>
<p>Before enrolling, you should possess strong analytical, decision-making, and communication skills, as financial planners and similar professionals analyze various investment vehicles, explain details about investment choices, and help clients make decisions about financial plans that are best for them. Applicants to Purdue Global should have a high school diploma or GED; some programs may have additional requirements.
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<h3 id="section---WhatAreTheCourseRequirements">What Are the Course Requirements?</h3>
<p>You must earn 180 credits to complete this BS in Business Administration program. This credit total includes 83 credits in the major curriculum, 45 credits in core classes, 24 credits in the concentration area, and 52 credits in open electives.
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<p><u>Core Courses</u>
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<p />
<table border="1"><tr><th>Course Code</th><th>Course Title</th></tr>
<tr><td>CM107</td><td> College Composition I</td></tr>
<tr><td>CM220</td><td> College Composition II</td></tr>
<tr><td>CS212</td><td> Communicating Professionalism</td></tr>
<tr><td>BU224</td><td> Microeconomics</td></tr>
<tr><td>MM255</td><td> Business Math and Statistical Measures</td></tr>
<tr><td>100/200 Level</td><td> Mathematics course</td></tr>
<tr><td>100/200 Level</td><td> Arts and Humanities course</td></tr>
<tr><td>100/200 Level</td><td> Science course</td></tr>
<tr><td>100/200 Level</td><td> Social Science course</td></tr>
</table><p><u>Major Requirements</u>
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<p />
<table border="1"><tr><th>Course Code</th><th>Course Title</th></tr>
<tr><td>AC114</td><td> Accounting I</td></tr>
<tr><td>AC116</td><td> Accounting II</td></tr>
<tr><td>BU204</td><td> Macroeconomics</td></tr>
<tr><td>BU204<br /> <br />MT220</td><td> Macroeconomics <br /> <b>OR</b> <br /> Global Business</td></tr>
<tr><td>MT140</td><td> Introduction to Management</td></tr>
<tr><td>MT203<br /> <br />MT209</td><td> Human Resource Management <br /> <b>OR</b> <br /> Small Business Management</td></tr>
<tr><td>MT217</td><td> Finance</td></tr>
<tr><td>MT219</td><td> Marketing</td></tr>
<tr><td>LS311<br /> <br />LS312</td><td> Business Law <br /> <b>OR</b> <br /> Ethics and the Legal Environment</td></tr>
<tr><td>MM305</td><td> Business Statistics and Quantitative Analysis</td></tr>
<tr><td>MT302</td><td> Organizational Behavior</td></tr>
<tr><td>MT400<br /> <br /> MT435</td><td> Business Process Management <br /> <b>OR</b> <br /> Operations Management</td></tr>
<tr><td>MT445<br /> <br /> MT480</td><td> Managerial Economics <br /> <b>OR</b> <br /> Corporate Finance</td></tr>
<tr><td>MT460</td><td> Management Policy and Strategy</td></tr>
<tr><td>300/400 Level</td><td> Marketing Course</td></tr>
<tr><td>MT499</td><td> Bachelor's Capstone in Management</td></tr>
</table><p><u>Open Elective Requirements</u>
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<p />
<table border="1"><tr><th>Course Code</th><th>Course Title</th></tr>
<tr><td> </td><td> Choose a total of 52 credits in open electives</td></tr>
</table><p><u>Wealth Management and Financial Planning Concentration Requirements</u>
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<p />
<table border="1"><tr><th>Course Code</th><th>Course Title</th></tr>
<tr><td>MT421</td><td> Financial Planning</td></tr>
<tr><td>MT422</td><td> Portfolio Management</td></tr>
<tr><td>MT423</td><td> Asset Allocation and Risk Management</td></tr>
<tr><td>MT483</td><td> Investments</td></tr>
</table><h3 id="section---WhatCouldIDoAfterIGraduate">What Could I Do After I Graduate?</h3>
<h4 id="section---CareerOpportunities">Career Opportunities</h4>
<p>Having been awarded the Bachelor of Science degree in Business Administration - Wealth Management and Financial Planning, you might consider employment opportunities in investment firms, banks, financial planning companies, corporate finance departments, or insurance companies. Your responsibilities could include advising clients on retirement plans, college funds, estate planning, taxes, or various financial products such as stocks, mutual funds, or life insurance plans.
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<p>Your job title could be one of the following:
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<ul><li>Portfolio manager
</li><li>Investment counselor
</li><li>Financial analyst
</li><li>Personal financial advisor
</li></ul><h4 id="section---AdvancedDegrees">Advanced Degrees</h4>
<p>For advancement purposes, you might enroll in a master's degree program after completing the BS in Business Administration - Wealth Management and Financial Planning program. As a graduate student, you could expect to delve deeper into such topics as investment analysis, income analysis, tax planning strategies, securities markets, and mergers and acquisitions.
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<p>Master's programs offering these types of studies include:
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<ul><li>Master of Science Financial Management
</li><li>Master of Science in Finance - Financial Planning
</li><li>Master of Business Administration in Financial Services</li></ul>

