Overview

Teaching is oriented towards both theoretical concepts and practical knowledge. As a program registered with the CFP® Board, the Financial Wealth Management Major from Suffolk University requires the completion of a set curriculum. Upon completing this curriculum and receiving their degree, students will have fulfilled the education components of the CFP® Board's requirements to sit for the CFP® Certification Examination.

Financial Wealth Management Major Requirements

The Financial Wealth Management Major offers a valuable opportunity for students to pursue a career in personal financial planning. Financial planners and wealth managers analyze and provide advice on all lifetime finance-related decisions that a person needs to make, such as investment management, retirement planning, estate planning, income tax management, and insurance. In most cases, financial planners' and wealth managers' analyses and recommendations are provided to clients in a written financial plan. The planner may then coordinate the implementation of the plan and periodically review it to account for changes in the client's life and current economic conditions.

Programme Structure

Courses included:

Federal Taxation

General Insurance

Principles of Investments

Practical Financial Planning

Estate Planning

Retirement Planning

Case Studies in Financial Planning

Key information

Duration

Full-time
- 48 months

Start dates & application deadlines

Starting 2027-01-13 00:00:00
- Apply before 2026-12-01 00:00:00
Starting 2027-09-04 00:00:00
- Apply before 2027-02-15 00:00:00

More details

Fall Admission: Rolling: Ongoing after the Priority Deadline: February 15.

Language

English

Duolingo English Test

105

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TOEFL^® IBT

Schedule TOEFL®

PTE Academic

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IELTS

6.5

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Credits

124 SCH

Delivered

On Campus

Campus Location

Madrid, Spain
Boston, United States

Disciplines

Finance Financial Management

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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

Duolingo English Test

105

Take A Free Practice Test!

TOEFL^® IBT

Schedule TOEFL®

PTE Academic

Schedule a PTE test!

IELTS

6.5

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

Essay/Personal Statement
Official high school transcript or GED/HiSET results
Letter of recommendation
Application fee or fee waiver (application fee waived if you come for a virtual or campus visit)
SAT or ACT scores

Student Insurance via Studyportals Partner

Make sure to cover your health, travel, and stay while studying abroad. Even global coverages can miss important items like Additional medical costs, Repatriation, Liability etc. Make sure your student insurance covers your needs.

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Starting from €0.53/day, free cancellation any time.

Remember, countries and universities may have specific insurance requirements. To learn more about how student insurance work at Suffolk University and/or in your country of interest, please visit Student Insurance Portal.

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

48926 USD / year

≈ 48926 USD / year
Domestic Applies to you

Applies to you

Citizens or residents

48926 USD / year

≈ 48926 USD / year
In-State Applies to you

Applies to you

48926 USD / year

≈ 48926 USD / year

Living costs

Madrid

Spain

745 - 1260 EUR / month

The living costs include the total expenses per month, covering accommodation, public transportation, utilities (electricity, internet), books and groceries.

Funding

This programme is taught in different countries. Which country are you interested in?

Country 1

Spain
United States

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Scholarships Information

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

Available Scholarships

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

About

Overview

Financial Wealth Management Major Requirements

Programme Structure

Key information

Duration

Start dates & application deadlines

Language

Prepare for Your English Test

Credits

Delivered

Campus Location

Disciplines

What students do after studying

Academic requirements

English requirements

Prepare for Your English Test

Other requirements

General requirements

Student Insurance via Studyportals Partner

Tuition Fees

International Applies to you

Domestic Applies to you

In-State Applies to you

Living costs

Madrid

Funding

Need help with your student visa?

Scholarships Information

Available Scholarships

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