Overview

The Wealth Management (Online) course from Columbia University New York - School of Professional Studies curriculum is built around problem-based learning to encourage collaboration, team-building, and critical thinking. This innovative part-time programme 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.

The wealth management industry is at an inflection point. A shifting value proposition, wealth-tech adoption, regulatory changes, the democratization of financial advice and products, and sizable transfers of wealth over the next few decades are just some of the forces that are transforming and creating new career opportunities in wealth management.

In This Master’s Programme, You Will:

Gain core investing and planning skills from industry experts and leaders.

Learn how to enhance client relationships with individuals, institutions, and family offices.

Understand the holistic goals-based approach to investment planning and the delivery of value-add solutions.

Practice applying advanced theory in client psychology and communication to relevant client scenarios and contexts.

Understand and utilize evolving technology in wealth management.

Articulate emerging trends and learn how to proactively respond to them in a leadership capacity.

Receive one-on-one mentoring from programme faculty and staff.

Engage in coursework aligned with the skills needed to pass the Certified Financial Planner (CFP®) exam.

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Programme Structure

Courses include:

Financial Psychology
Investment Planning
Tax Planning
Retirement Planning and Insurance
Communication and the Client Experience
Estate Planning
Special Topics in Wealth Management: Disruptive Trends

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

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IELTS

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Credits

30 SCH

Delivered

Online

Campus Location

Manhattan, United States

Disciplines

Banking Financial Management Investment View 8 other Masters in Banking in United States

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Academic requirements

We are not aware of any specific GRE, GMAT or GPA grading score requirements for this programme.

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

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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 (Online).

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

In This Master’s Programme, You Will:

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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