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Graduate Program Certificate:
Investments 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 an MBA-level specialization in Investments and Private Wealth Management, you will be a very attractive job candidate for Wall Street or the Fintech sector, in addition to investment firms and brokerages.

Careers in Investments &
Private Wealth Management

$ 0
Finance Manager
Median Salary
Source: Indeed (2023)
$ 0
Financial Advisor
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.

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.

Students learn a unified framework that will help them put the often bewildering array of investment choices into comprehensive plans for achieving the overall financial and personal goals of high net-worth individuals and families. Topics explored include the nature and objectives of private wealth management, basic investment planning and strategies, investment asset classes, income tax planning, retirement planning, insurance and risk management, and estate planning.
Prerequisite: 53:390:506 Financial Management OR LinkedIn Learning: Financial Foundations *See your academic advisor for details.

This course explores recent innovations in the practice of Private Wealth Management. Specifically, it illustrates how the latest advancements in computation and data science enhance the practice of wealth management. The class is based on hands-on manipulation of financial data to construct custom investments portfolios. It covers the latest simulation techniques to investigate the robustness of various portfolio configurations for achieving a wide spectrum of financial planning goals.

* 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

More Information

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

Questions?

Check out our FAQs page for some answers.

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Undergraduate

Graduate

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BLDP Executive Shadowing Application v2

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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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