Overview

Firms may work primarily with individuals and families, or in some cases may also manage assets for foundations, trusts, or employee retirement plans.

Financial planning professionals work in client-facing roles advising clients as well as in back-office positions managing plan development, asset management, operations, and compliance.

This career area encompasses several job functions and career paths, including financial planning, wealth management, private banking, insurance, estate planning and trust management, and employee retirement plan education and management.

Graduates of Financial Planning and Wealth Management - Virginia Tech are eligible to take the Certified Financial Planner® (CFP®) exam to earn the highly recognized designation as a CFP® professional.

Example Entry Careers

Wealth Planner
Client Service Associate
Junior Planner
Financial Planning Associate
Financial Planning Resident
Associate Advisor
Financial Planning Analyst
Wealth Management Analyst
Paraplanner
Client Service Coordinator

Programme Structure

Courses:

Wills, Trusts, and Estates
Financial Planning Applications
Equity Securities: Analysis and Management
Bank Management and Financial Services
Retirement Planning
Analysis of Financial Statements

Key information

Duration

Full-time
- 48 months

Start dates & application deadlines

Starting 2025-08-26 00:00:00
- Apply before 2025-01-15 00:00:00

Language

English

PTE Academic

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TOEFL^® IBT

Duolingo English Test

115

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Credits

120 SCH

Delivered

On Campus

Disciplines

Financial Management Investment View 32 other Bachelors in Investment in United States

Academic requirements

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

English requirements

PTE Academic

Schedule a PTE test!

TOEFL^® IBT

Duolingo English Test

115

Take A Free Practice Test!

Student insurance

Make sure to cover your health, travel, and stay while studying abroad. Even global coverages can miss important items, so make sure your student insurance ticks all the following:

Additional medical costs (i.e. dental)
Repatriation, if something happens to you or your family
Liability
Home contents and baggage
Accidents
Legal aid

We partnered with Aon to provide you with the best affordable student insurance, for a carefree experience away from home.

Get your student insurance now

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 Virginia Tech and/or in United States, please visit Student Insurance Portal.

Other requirements

General requirements

Before you can be considered for freshman admission, you must complete:

3 units of math (includes algebra I, geometry, and algebra II)
2 units of laboratory science (chosen from biology, chemistry or physics)
additional academic units (foreign language is highly recommended)

You will need to demonstrate English language proficiency through testing

Tuition Fee

To always see correct tuition fees

International

34362 USD/year

Tuition Fee

Based on the tuition of 34362 USD per year during 48 months.
National

34362 USD/year

Tuition Fee

Based on the tuition of 34362 USD per year during 48 months.
In-State

13152 USD/year

Tuition Fee

Based on the tuition of 13152 USD per year during 48 months.

Living costs for Blacksburg

1166 - 1906 USD /month

Living costs

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

Funding

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 and Wealth Management.

Available Scholarships

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

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