Overview

The Financial Planning and Wealth Management program offered by Utah Valley University is designed to equip students with the skills to become fee-for-service financial planning professionals who adhere to strong ethical standards. Graduates will be prepared to work with individuals and families to develop financial goals, create budgets, manage assets, and optimize resources to achieve those goals.

Key Facts

Apply ethical and fiduciary standards in a financial planning situation.

Evaluate a client’s financial situation and develop sound financial planning recommendations.

Calculate present and future values, interest rate, payment and number of payments of a client’s financial goal.

Analyze a client's investments based on a client's unique financial situation.

Create a comprehensive written financial plan for a client that is professional and integrates all aspects of their financial situation.

Present client recommendations in an interactive and professional oral presentation.

Programme Structure

Courses Include:

Principles of Accounting

Data Analytics for Business

Business Statistics

Wealth Management

Marketing
Financial Counseling

Key information

Duration

Full-time
- 48 months

Start dates & application deadlines

Starting 2027-08-19 00:00:00
- Apply before 2027-05-01 00:00:00 , International
- Apply before 2027-08-01 00:00:00 , National

Language

English

Duolingo English Test

100

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TOEFL^® IBT

3.5

Schedule TOEFL®

IELTS

IELTS & PTE Test Preparation

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Credits

120 SCH

Delivered

On Campus

Campus Location

Orem, United States

Disciplines

Financial Technology View 25 other Bachelors in Financial Technology 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

Duolingo English Test

100

Take A Free Practice Test!

TOEFL^® IBT

3.5

Schedule TOEFL®

IELTS

IELTS & PTE Test Preparation

E2 Language Test Prep

Trusted by 7M+ Students

Start Studying Today

Admission to your dream university starts with a high IELTS or PTE score. Earn your target score with E2's guided test preparation.

Study on your own schedule
Live classes with current and ex-examiners
Accurate score assesment, always
E2 Score Guarantee - Get your score or your money back!

Other requirements

General requirements

Fill out the application completely (must be 18 years or older to apply) and pay the $115 application fee.
Send official transcripts or records with your application, showing you have graduated from a school level that meets U.S. high school requirements for graduation.
Students outside the U.S. and transferring within the U.S. receive a Form I-20, which is a Student and Exchange Visitor Information System (SEVIS) record. The I-20 is issued by the designated school official (DSO) at the SEVP-certified school of the student's choosing.
International Transfer students are issued an I-20 once their current school releases their SEVIS record to UVU.
Financial statements (all financial support papers must be in English, showing amounts in U.S. dollars) must be no older than 3 months, and the cost must show the total for one academic year or 8 months.
Copy of current Passport

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

18334 USD / year

≈ 18334 USD / year
Out-of-State

18334 USD / year

≈ 18334 USD / year
Domestic

Applies to you

In-State

6016 USD / year

≈ 6016 USD / year

Living costs

Orem

United States

950 - 1644 USD / month

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

Funding

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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

Overview

Key Facts

Programme Structure

Key information

Duration

Start dates & application deadlines

Language

IELTS & PTE Test Preparation

Credits

Delivered

Campus Location

Disciplines

What students do after studying

Academic requirements

English requirements

IELTS & PTE Test Preparation

Other requirements

General requirements

Tuition Fees

International Applies to you

Domestic

Living costs

Orem

Funding

Need help with your student visa?

Scholarships Information

Available Scholarships

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