Suffolk’s Wealth Management major combines courses in finance, investment analysis, risk management, and retirement, estate, and financial planning to help you build strong analytical and decision-making skills. When you graduate, you will be prepared for a career in wealth management with a major firm, or to start your own wealth management business, helping individuals and companies plan for their financial futures. In addition, because the wealth management curriculum meets CFP Board requirements, you will be eligible to take the Certified Financial Planner (CFP) exam.

Why study wealth management?

  • Introduces you to a growing industry with high-paying jobs
  • Prepares you for a range of careers in finance, investment, and financial planning
  • Help individuals, families, and businesses weigh risks and make rewarding financial choices

You will learn how to:

  • Construct a sensible wealth management plan for a client
  • Advise others on investment decisions
  • Use various risk management techniques and products
  • Manage tax obligations

Sample courses

  • Practical Financial Planning
  • Estate Planning
  • Retirement Planning
  • Case Studies in Wealth Management

Career Prospects

Services provided by wealth managers, financial planners, and related professionals are likely to stay in demand as the economy grows. With a degree in wealth management, you will have access to a multitude of job prospects as a financial planner; securities and financial services sales agent; employee benefits manager; retirement planner; investment advisor; estate planner; legacy planner; or risk analyst.

Internships

Students are required to complete 150 hours of wealth management-related professional experience (through internships or permanent employment) prior to graduation. Through Suffolk’s Center for Career Development, you will have access to an expansive database of internships. Many high-profile businesses and agencies, such as Bose, Fidelity, Merrill Lynch, and the Commonwealth of Massachusetts, visit our campus to recruit student interns.