About

Overview The success of a wealth management professional calls for advisors to offer a wider array of tailored financial and life-planning advice. Columbia University ’s rigorous, multidisciplinary Wealth Management program from Columbia University helps students build expertise in the theory and practice of core areas of wealth management, such as investment, tax, estate, and retirement planning in conjunction with honing important client skills such as communication, psychology, decision making, and relationship management. The curriculum is built around problem-based learning to encourage collaboration, team-building, and critical thinking. This innovative part-time program provides students with the knowledge and skills to have an immediate impact in the workplace and the strategies and tools to successfully navigate a wealth management firm through changes in the coming decade.Program Features IncludeA cutting-edge curriculum that focuses on problem-based learning with real-world, client-driven applications of concepts and tools. A preeminent scholar-practitioner faculty that includes leading wealth management professionals who bring their insights and experience into the classroom.Academic content is available on demand. This is a part-time, online learning platform tailored for working professionals seeking rigor and structure along with flexibility, convenience, and a virtual community. A collaborative learning environment that encourages teamwork and meaningful relationships with fellow students.Access to an extensive professional network of leading wealth managers, thought leaders, faculty, and alumni as well as career development services and professional development opportunities.Opportunity to develop and present a comprehensive financial plan designed for a client. Through this Applied Research Project, students will receive direct feedback from peers, faculty, and corporate partners.A CFP® Board-registered program that meets the educational requirements for CFP® certification, the industry’s highest standard for excellence.

The Wealth Management program from Columbia University is specially designed to accommodate working professionals, Columbia University’s Master of Professional Studies in Wealth Management program is taught by elite faculty with deep, applied experience in their respective fields.

Disciplines

Management, Organisation & LeadershipProject Management

Requirements

Academic Requirements

gre
gmat

English Requirements

IELTSMin 7
TOEFLMin 100

Other Requirements

1Completed online application formTranscripts from all post-secondary institutions attendedYour Résumé2 letters of recommendationStatement of academic purpose (500 min)Supplemental Applicant Essay (500-word maximum)Optional: Official scores on the Graduate Record Examination (GRE) general test or theGraduate Management Admission Test (GMAT)Video EssayStudents whose native language is not English must include proof of English proficiency

Wealth Management