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Rutgers School of Business – Camden

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Graduate Program Certificate:
Investment and Private Wealth Management

Learn how to build, manage, and analyze investment strategies for clients.

How do you design an investment strategy? What are advanced analytical techniques used by the financial pros every day?

In order to build a financial plan for an individual or family, you need to take into consideration the many challenges and unique circumstances they face. In this certificate, you’ll learn the strategies and techniques of Private Wealth Management (PWM). You’ll develop the core knowledge and skills needed to design a personalized and effective approach to wealth management. The module also provides an in-depth look at securities markets and investment strategies, incorporating:

  • Insurance
  • Tax
  • Estate planning
  • Portfolio management
  • PWM innovations

With a certificate in Investment and Private Wealth Management, you will be a very attractive job candidate to investment firms and brokerages.

Careers in Investment &
Private Wealth Management

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Required Courses

Valuation as the unifying principle of Finance. Topics include forms of business ownership, firm and project cash flows, time value of money, bond and stock valuation, capital budgeting, operating and financial leverage, risk and diversification, and the cost of capital.

This advanced graduate course delves into the intricacies of financial planning, blending the fundamental principles from the CFP's core knowledge areas with a deep focus on ethical considerations and critical thinking. Students will navigate various topics, such as professional conduct, investment strategies, tax implications, retirement and estate planning, and communication techniques. Throughout the course, emphasis will be placed on maintaining the highest ethical standards while using critical analysis to address contemporary financial challenges. By the end of this course, students will be proficient in creating comprehensive financial strategies that prioritize client goals, societal values, and regulatory standards. 

*Students who meet the following condition may substitute Financial Management for a third course from the approved list: 

  • Two Finance courses in the undergraduate curriculum with a grade of B or better AND
  • One of the two courses must be taken in a four-year undergraduate program

Elective Courses: Choose two of the following:

The investment setting, organization, and functioning of securities markets. Efficient capital markets, modern portfolio management, asset pricing models, security valuation principles and practices, analysis and management of bonds and common stocks, derivative securities, and evaluation of portfolio performance.

Prerequisite: 53:390:506 Financial Management OR LinkedIn Learning: Financial Foundations *See your academic advisor for details.

Behavioral finance is a field of study that combines psychology and economics to understand why people make financial decisions the way they do. It is based on the idea that people's financial decision-making is influenced by their emotional, cognitive, and social biases, rather than solely by rational analysis. Our focus is on the two main domains of behavioral finance: individual behavior and market outcomes. Through readings, experiments, conversations, and guest lectures by industry experts, you will develop a better understanding of human behavior and how it influences the financial world.

Explore the strategic world of insurance and estate planning in this comprehensive course. Master the art of risk assessment, learn strategies to minimize financial exposure, and unravel the intricacies of estate planning from trusts to tax maneuvers. Grounded in the principles of financial planning, this course prepares students to safeguard client assets and support their clients’ financial and philanthropic goals through effective insurance selection and estate preservation.

Delving into the intricacies of tax optimization and financial market regulation, this course marries academic theory with real-world practice. Viewed through the lens of financial planning, students will master strategic tax planning techniques and gain an understanding of the complexities of regulatory systems. Central to the coursework is a commitment to the ethical principles outlined in the CFP Board’s Code of Ethics and Standards of Conduct, preparing students for responsible and ethical financial leadership.

NOTE: To earn a certificate, the student must complete all required courses in the associated program in which they were admitted. A student cannot earn two or more grades of C (including C+) or a single grade of F on her or his record. An overall cumulative grade-point average of 2.75 is required for certificate completion.

Upcoming Info Sessions

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More Information

For more information or guidance through the application process, contact our Graduate team at rsbc.info@camden.rutgers.edu. 

Questions?

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BLDP Executive Shadowing Application v2

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Student Information

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Shadowing

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Signatures

If I am chosen and matched with an executive, I will follow through and prepare a one-page report giving honest feedback about the experience. The written summary is due by the start of the next semester. By typing my name in the box to the right I am offering my digital signature in lieu of my handwritten signature.

After the shadowing event, I will write a personal thank you letter to the executive and copy Dr. Kaufman-Scarborough and Ms. Bridget Britton for their records. By typing my name in the box to the right I am offering my digital signature in lieu of my handwritten signature.

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After notified of a match, students are responsible for providing personal information to the matched executive (e.g., current resume and cover letter with information on career ambitions). The information on this application is for internal use only, for us to match you as well as possible with and executive from among our alumni database.

BLDP Application

The Spring 2023 Application is now open! 

Priority will be given to applications received by November 18. Applications are accepted until all seats are filled. Space is limited, so apply early!

The seminar application process is our gateway for entry into the program. Upon acceptance into BLDP, students will be emailed their acceptance letter plus a special permission number allowing registration for the BLDP seminar.

Requirements

Seminar applications are solicited each semester and require the following:

  1. Completed application form (at the bottom of this page),
  2. For students with GPA 3.0 – 3.49, two (2) letters of recommendation (one academic; one other)

Rutgers-Camden students are invited to apply to apply for enrollment in the BLDP seminar. All applicants are expected to meet both of the following selection criteria:  (1) have sophomore standing or above and (2) have an overall GPA of 3.0 or above. First-semester transfer students will be evaluated based on their GPA earned at Rutgers. Students who fail to meet these admission criteria may still be allowed to apply for (and possibly enroll in) the BLDP seminar, but they will be evaluated on a case-by-case basis.

The director balances evaluations to make final decisions on people accepted for the seminar (up to a maximum of 15-20 each semester).

Students who are admitted to the BDLP are required to adopt the BLDP Code of Conduct. A signed contract is required from each student.

Students may count activities toward “leadership units” that were initiated prior to taking a seminar, as long as those activities occured primarily during their enrollment in their academic program.

Application for Admission to BLDP Seminar

Applications for the BLDP Seminar will be ongoing until class is filled.

BLDP Program Application

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  • Employment Information

  • List relevant employment history

  • EmployerPositionDates of Employment 

  • School Leadership Information

  • Provide evidence of leadership initiative while enrolled in school by listing all school-based organizations and activities in which you have held a leadership role while a student.

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  • Community Leadership Information

  • Provide a list of community or volunteer activities in which you engaged in a leadership role.

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  • Statement

  • In your own words (100-350), discuss the reasons why your application should be considered for the Business Leader Development Program, including what you hope to gain from the program and what you can contribute.

  • Additional Submission Instructions

  • If you need to submit two reference letters, please email them to ldrshp@camden.rutgers.edu. Ideally, you should receive one letter from an academic source (e.g., a former or current instructor), and one from a business source (e.g., a former employer - even if for a part-time or volunteer position).

    Please only submit one application. If you experience any technical problems or need to submit the application again, please contact ldrshp@camden.rutgers.edu.

    Thank you.

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