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Wealth Management, Bachelor of Science

COMMON PROFESSIONAL COMPONENT 36
WEALTH MANAGEMENT HOURS 21
ADDITIONAL HOURS REQUIRED  3-6 
TOTAL PROGRAM HOURS 60
PRESCRIBED COURCES ATTAINABLE IN GEN ED: MTH 316

NOTE: Hours may vary depending on transfer credit awarded.

The Bachelor of Science Degree with a major in Wealth Management, offered through Gardner-Webb’s Broyhill Undergraduate School of Management, provides a fully accredited baccalaureate degree for those wishing to pursue a career in Wealth Management.

Student Learning Outcomes

To accomplish the mission of the Godbold School of Business

  1. Adapt themselves in entry-level professional career positions in business, government and other areas of human endeavor where organizational, managerial, and analytical skills in wealth management are vital for success.
  2. Learn new managerial skills in wealth management that require knowledge of computerized technology application in wealth management.
  3. Respond to changes in wealth management in a dynamic, global marketplace and demonstrate high Christian ethical standards in their place of work.

Program Requirements

Common Professional Component

ACC 213Accounting Principles I

3
ACC 214Accounting Principles II

3
BAD 300Legal Environment of Business

3
BAD 304Applied Business Statistics

3
BAD 305Introduction to Management Science

3
FIN 312Financial Management

3
MKT 300Principles of Marketing

3
BAD 360International Business

3
BAD 480Business Strategy

3
CIS 300Management Information Systems

3
ECO 204Principles of Economics II

3
MGT 316Principles of Management

3
Total Credit Hours:36

Wealth Management Hours

WMG 301Princples of Financial Planning

3
WMG 320Risk Management and Insurance Planning

3
WMG 325Estate Planning

3
WMG 330Retirement Planning

3
WMG 420Investment Planning

3
WMG 425Tax Planning

3
WMG 450Capstone Case in Financial Planning

3
WMG 302Wealth Management Markets and Strategies

3
Total Credit Hours:24

Additional Hours Required

ECO 203Principles of Economics I (Economics and the Free Market System)

3
MTH 300Survey of Math Skills

3
Total Credit Hours:3-6

MTH 300 or college math transfer course is required for any students without college algebra. If student transfers MTH 316, this requirement is waived.

Total Credit Hours: 60-63

NOTE: At least half of the wealth management courses listed above must be taken at Gardner-Webb University. A grade of “C” or better is required in prescribed General Education courses and all courses required for the program. As with all Degree Completion Program majors, approximately half of the Wealth Management track consists of our General Education curriculum (see General Education Requirements). A student must complete 33 hours in the Wealth Management major, 15 of which must be completed with the University.