Overview

In the BS in Financial Planning and Wealth Management programme, students will gain an understanding of performing financial planning services while acting as their clients’ fiduciary.

Key Facts

The Financial Planning programme offered by William Paterson University features a curriculum that is balanced between general education, core business concept and financial planning education, including planning for education spending, planning for retirement spending, investment/wealth management, insurance planning, household tax planning, estate planning and the cutting-edge technology in the financial planning industry. A William Paterson University degree in Financial Planning can prepare you for a career as a financial planner/advisor, wealth manager, insurance consultant, and many other jobs in the financial services industry or for graduate study in the area of Financial Planning. The completion of the degree in Financial Planning and Wealth Management qualifies students to sit for the Certified Financial Planner® exam.

Get more details

Visit programme website

Programme Structure

Courses include:

Financial Accounting

Managerial Accounting

Taxation

Microeconomic Principles

Business Statistics

Corporate Finance

International Financial Management

Investment Analysis and Planning

Finance Information Systems

Check out the full curriculum

Visit programme website

Key information

Duration

Full-time
- 48 months

Start dates & application deadlines

Starting 2026-08-26 00:00:00
- Apply before 2026-06-01 00:00:00
Starting 2027-01-21 00:00:00
- Apply before 2026-12-01 00:00:00

More details

Fall: rolling admissions after June 1

Language

English

Duolingo English Test

105

Take A Free Practice Test!

TOEFL^® IBT

Schedule TOEFL®

PTE Academic

Schedule a PTE test!

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

Credits

120 SCH

Delivered

On Campus

Campus Location

North Haledon, United States

Disciplines

Financial Mathematics View 63 other Bachelors in Financial Mathematics in United States

Explore more key information

Visit programme website

Join for free or log in to access our complete career info list.

Academic requirements

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

English requirements

Duolingo English Test

105

Take A Free Practice Test!

TOEFL^® IBT

Schedule TOEFL®

PTE Academic

Schedule a PTE test!

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

Send your academic records from all high schools or secondary schools attended, including diplomas if you have completed high school or secondary school. If your documents are not in English, you must include a notarized English translation.

Be sure to include any exam scores such as IB, AP, iGCSE/A-Levels, CSEC, WAEC, NECO or CAPE.

The Office of International Admissions will perform a grade conversion evaluation of your foreign academic transcripts.

International students must submit proof of English proficiency.

Unless required by your major, personal statements are not required, but are accepted. If you wish to submit a resume/CV or list of extracurricular activities for review, you may do so after submitting your online application.

Official SAT or ACT test scores are optional.

For most academic majors a recommendation letter is not required but are accepted. You should submit a letter from a guidance counselor or a teacher.

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

26458 USD / year

≈ 26458 USD / year
Out-of-State

26458 USD / year

≈ 26458 USD / year
Domestic

Applies to you

In-State

16192 USD / year

≈ 16192 USD / year

Funding

Check for any work restrictions

Visit programme website

Need help with your student visa?

Get Visa Support

Get personalized guidance from a certified VFS Global advisor and save 20% through Studyportals.

Avoid common visa mistakes and delays
Know exactly what documents you need
Get a clear checklist tailored to your situation

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 Bachelor's scholarship opportunities for Financial Planning.

Available Scholarships

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

About

Overview

Key Facts

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

Check for any work restrictions

Need help with your student visa?

Scholarships Information

Available Scholarships

Our partners