Beginning Fall 2025, step into the future where your financial acumen meets social impact. EMU's new B.B.A. in Financial Planning and Wealth Management is designed not just to prepare you for the Certified Financial Planner (CFP) designation but to further develop ethical financial planners. The curriculum is integrated with courses on business ethics and social welfare policies. This multidisciplinary approach magnifies your ability to serve a diverse range of clients, from the high net worth individuals to those seeking financial stability and wellness. Join a program that empowers you to contribute, lead, and excel in world increasingly demanding personalized financial solutions. Stand out with a degree that's not just about managing wealth, but enriching lives. 

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    Diverse Extracurricular Activities: Dive into a vibrant community of like-minded peers by joining the award-winning EMU Chapter of the Financial Management Association. Engage in stimulating discussions, network with industry professionals, and participate in events that will sharpen your financial acumen. 

     

    Real-World Investment Experience: Get hands-on experience in the world of finance with the Eagle Investment Fund. This student-managed investment fund offers a unique opportunity to apply classroom knowledge to real-world scenarios, making investment decisions that can shape the future. 

     

    Prestigious CFP Partnership: 

     

    State-of-the-Art Resources: Gain a competitive advantage with access to Bloomberg terminals, the gold standard in global financial data. Enhance your research, analyze market trends, and make informed decisions using the same tools as top financial professionals worldwide.  

     

    Flexible Course Scheduling: Catering to the diverse needs of our students, our program offers a blend of online and in-person courses throughout the academic year. Whether you're a working professional, a parent, or simply someone who values flexibility, you can tailor your study schedule to fit your unique lifestyle. This ensures that you can pursue your academic goals without compromising on your personal or professional commitments. 

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    To complete the B.B.A. in Financial Planning and Wealth Management, students are invited to complete 60 credit hours: the Business Core, consisting of 36 credit hours, and the discipline coursework, encompassing 27 credit hours. We look forward to guiding you through this rewarding academic experience!

      • Major Requirements: 60 hours
        • Business Core: 36 hours
        • Discipline: 27 hours  
          • Required Courses: 27 hours
            • FIN 354 - Investments
            • FIN 456 - Wealth Management
            • ACC 350 - Tax Management and Planning 
            • FIN 470 - Principles of Retirement Planning 
            • FIN 471 - Risk Mitigation and Insurance Planning 
            • FIN 472 - Estate Planning and Wealth Transfer 
            • FIN 473W - Financial Plan Development 
            • PHIL 221 - Business Ethics 
            • SWRK 222 - Social Welfare Policies and Services
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    Certified Financial Planner: Provide comprehensive financial advice to individuals, including investment management, estate planning, tax advice, and retirement planning. 

    Wealth Manager: Manage clients' assets and investments while providing tailored financial planning services. 

    Estate Planner: Advise clients on estate planning, including wills, trusts, estates, and tax implications of inheritance. 

    Investment Advisor: Advise on financial securities and other investment products and strategies to help clients achieve their financial goals. 

    Personal Finance Advisor: Assist clinets with budget management, savings plans, debt management, and other aspects of personal finance. 

     

    These roles emphasize direct client interaction, advising, and personal financial management which are central to the curriculum provided in the Financial Planning and Wealth Management program. 

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Students networking at a business event.

Tuition, Scholarships & Aid

For more information on program costs, financial aid, and scholarships please refer to the links below:

  • AACSB accredited
  • 2019 Princeton Review Best Business Schools
  • CFA Institute
  • Bloomberg Experiential Learning Partner