Overview

The success of a wealth management professional calls for advisors to offer a wider array of tailored financial and life-planning advice.

The rigorous, multidisciplinary Wealth Management programme 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.

Key facts

The curriculum is built around problem-based learning to encourage collaboration, team-building, and critical thinking.

This innovative part-time option 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.

Features Include

A 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.

Accreditation

A CFP® Board-registered program that meets the educational requirements for CFP® certification, the industry’s highest standard for excellence.

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Programme Structure

Courses include:

The Wealth Management Landscape

Financial Psychology

Investment Planning

Tax Planning

Retirement Planning and Insurance

Communication and the Client Experience

Check out the full curriculum

Visit programme website

Key information

Duration

Part-time
- 24 months

Start dates & application deadlines

Starting 2027-09-07 00:00:00
- Apply before 2027-03-15 00:00:00 , International
- Apply before 2027-06-01 00:00:00 , National

Language

English

TOEFL^® IBT

100

Schedule TOEFL®

IELTS

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Credits

30 SCH

Delivered

Online

Campus Location

Manhattan, United States

Disciplines

Finance Management Studies View 213 other Masters in Finance in United States

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Visit programme website

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Academic requirements

GRE^®

Required

GMAT

Required

English requirements

TOEFL^® IBT

100

Schedule TOEFL®

IELTS

Prepare for Your English Test

Cathoven AI IELTS Preparation

Learn your IELTS Score

AI-powered IELTS feedback. Clear, actionable, and tailored to boost your writing & speaking score. No credit card or upfront payment required.

Trusted by 300k learners
98 accuracy using real exam data
4.9/5 student rating

Other requirements

General requirements

U.S. bachelor’s degree or international equivalent

2+ years of relevant work experience or equivalent

Ability to demonstrate critical thinking and analytical skills

Strong written and oral communication skills

Interested in working in a collaborative, team environment

Eager to contribute within a professional community

Demonstrated commitment to a career in wealth management

Make sure you meet all requirements

Visit programme website

Tuition Fees

Tuition fees are shown in and the most likely applicable fee is shown based on your nationality.

International Applies to you

Applies to you

Non-residents

32010 USD / year

≈ 32010 USD / year
Out-of-State

32010 USD / year

≈ 32010 USD / year
Domestic

Applies to you

In-State

32010 USD / year

≈ 32010 USD / year

Funding

Win a €10000 Scholarship! Deadline: 30 June 2020

Embark on your journey with the Studyportals Scholarship! We're giving away a total of 20,000 euros to help you achieve your dream of studying abroad.

Win a €10000 Scholarship! Deadline: 30 June 2020

Embark on your journey with the Studyportals Scholarship! We're giving away a total of 20,000 euros to help you achieve your dream of studying abroad.

In order for us to give you accurate scholarship information, we ask that you please confirm a few details and create an account with us.

Scholarships Information

Below you will find Master's scholarship opportunities for Wealth Management.

Available Scholarships

You are eligible to apply for these scholarships but a selection process will still be applied by the provider.

On this page

About

Overview

Key facts

Features Include

Accreditation

Get more details

Programme Structure

Check out the full curriculum

Key information

Duration

Start dates & application deadlines

Language

Prepare for Your English Test

Credits

Delivered

Campus Location

Disciplines

Explore more key information

What students do after studying

Academic requirements

English requirements

Prepare for Your English Test

Other requirements

General requirements

Make sure you meet all requirements

Tuition Fees

International Applies to you

Domestic

Funding

Scholarships Information

Available Scholarships

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