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
Median Salary
Source: Indeed (2023)
Median Salary
Source: Indeed (2023)
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 three 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 3.0 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.