Skip to main content

Master of Science in
Finance (STEM)

Wealth Management Track

The Wealth Management track is suitable for students seeking careers in the fast-growing area of wealth management and personal financial planning. Wealth management is an enormous industry world-wide, and financial advisory services (tax planning, estate planning, and retirement planning) in this area have been growing rapidly. Students with this background may be hired by firms specializing in personal financial advising, commercial banks, insurance companies, brokerage firms, trust companies, and money management companies.

In addition to investment planning, wealth management involves tax planning, estate planning, and retirement planning services. Accordingly, the curriculum has been designed in consultation with industry professionals (see Advisory Board below) to provide students with a thorough understanding of these specialized topics. MSF students can earn the Wealth Management Certificate by taking the following courses, which amount to a total of 12 credit hours:

Course Credit Hours
Capital Markets (7A20) 1.5
Investment & Portfolio Management Project I and II (7324 and 7325) 6
Personal Financial Planning (7A61) 1.5
Retirement and Estate Planning (7A62) 1.5
Banking and Credit Analysis (7A42) 1.5

We present below a recommended course schedule for full-time students entering the program in the Fall semester who plan to graduate in 18 months, and wish to earn the Wealth management Certificate. The required foundation courses are listed in red, the required advanced courses are listed in blue, whereas the advanced elective courses are listed in black. The course schedule below represents the optimal sequencing of finance courses by ensuring that students complete the necessary prerequisite courses before taking advanced electives. However, students may choose their own electives and the pace through the program.

Wealth Management

Recommended Course Schedule

Semester Course Credit Hours
FALL (Year 1) 9
1st half only: Analyzing Financial Statements (6A31) 1.5
Managerial Finance (6A35) 1.5
2nd half only: Intermediate Corporate Finance: Valuation (7A10) 1.5
Capital Markets (7A20) 1.5
Full Semester: Statistics (BZAN 6310/6320) 3
SPRING (Year 1) 10.5
1st half only: Derivatives I (7A50) 1.5
2nd half only: Portfolio Theory and Practice (7A23) 1.5
Personal Financial Planning (7A61) 1.5
Full Semester: Investment & Portfolio Management Project I and II (7324 and 7325) 6
SUMMER (Year 1) (Choose 4.5 credits from below) 4.5
Risk Management (7361) 3
Introduction to Quantitative Investing (7A97) 1.5
Electric Power Markets (7377) 3
Industry Consulting Project - 12 weeks (7397)* 3
FALL (Year 2) (Choose 6 credits from below) 6
1st half only: Fixed Income I (7A40) 1.5
Retirement and Estate Planning (7A62) 1.5
2nd half only: Banking and Credit Analysis (7A42) 1.5
Derivatives II (7A51) 1.5
Fixed Income II (7A41) 1.5
Total Program Credits: 30

*: Subject to availability

Wealth Management

Advisory Board

The Wealth Management Advisory Board consists of successful industry professionals who are highly committed to the Bauer MSF program. The primary roles of the advisory board are to: (1) give us inputs on the wealth management curriculum; and (2) facilitate industry contacts and networks for MSF students to help them with their internships and placement. The current members of the Wealth Management advisory board are as follows:

Kristen Habich, Managing Director and Market Manager, J. P. Morgan
Phillip Hamman, President and CEO, Linscomb Williams
James Hong, Founding Principal, Hong Financial
William (Bill) Hurt, Senior Managing Director, U.S. Capital Advisors
Scott Jackson, Head of Wealth Management/Portfolio Manager, Doliver Capital Advisors
Nick Johnson, Vice President, Willis Johnson & Associates
Rafael Martinez, Vice President, Charles Schwab & Co. Inc.
Alexander Nuno, Senior Vice President, Comerica Wealth Management
John Osborn, Founding Partner, The Pension Professionals
Cully Platt, Managing Director, Bank of America
Trey Wilkinson, President and CEO, Trinity Legacy Partners

Connect with an Advisor
Questions about the MS Finance program?

Advisors are available to answer questions.