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Wealth Management, Bachelor of Science

COMMON PROFESSIONAL COMPONENT 36
WEALTH MANAGEMENT HOURS  24 
TOTAL PROGRAM HOURS 60
PRESCRIBED COURSES ATTAINABLE IN GEN ED: ECON 203, MATH 110 OR MATH 151

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

ACCT 213Accounting Principles I

3
ACCT 214Accounting Principles II

3
BADM 300Legal Environment of Business

3
BADM 304Applied Business Statistics

3
BADM 305Introduction to Management Science

3
BADM 360International Business

3
BADM 480Business Strategy

3
CISS 300Management Information Systems

3
ECON 204Principles of Economics II

3
FINC 312Financial Management

3
MGMT 316Principles of Management

3
MRKT 300Principles of Marketing

3
Total Credit Hours:36

Wealth Management Hours

WMGT 301Principles of Financial Planning

3
WMGT 320Risk Management and Insurance Planning

3
WMGT 325Estate Planning

3
WMGT 330Retirement Planning

3
WMGT 420Investment Planning

3
WMGT 425Tax Planning

3
WMGT 450Capstone Case in Financial Planning

3
WMGT 497Internship in Wealth Management

3
Total Credit Hours:24

Total Credit Hours: 60

Additional Requirements for Transfer Majors

All students transferring under the Comprehensive Articulation Agreement must complete or transfer MATH 110 Finite Mathematics and ECON 203 Principles of Economics I. Additionally, all students transferring from a community college are strongly recommended to take the following courses as part of their community college programs: ACCT 213 Accounting Principles I, ACCT 214 Accounting Principles II, ECON 203 Principles of Economics I, ECON 204 Principles of Economics II, and CISS 300 Management Information Systems.