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 2024-08-26 00:00:00
- Apply before 2024-01-15 00:00:00

Language

English

TOEFL^® IBT

Credits

120 SCH

Delivered

On Campus

Disciplines

Financial Management Investment View 48 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

TOEFL^® IBT

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

33310 USD/year

Tuition Fee

Based on the tuition of 33310 USD per year during 48 months.
National

33310 USD/year

Tuition Fee

Based on the tuition of 33310 USD per year during 48 months.
In-State

12698 USD/year

Tuition Fee

Based on the tuition of 12698 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

Studyportals Student Grant Deadline: 30 June 2020

Apply and be among one of the 20 students to win €1000.

Studyportals Student Grant Deadline: 30 June 2020

Apply and be among one of the 20 students to win €1000.

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.

About