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Online MS in Finance–Wealth Management
Embrace Opportunity

Tailored Skills for the
Stewards of Tomorrow

The wealth management industry is undergoing a significant transformation due to three long-term trends: an aging workforce, technological innovation, and shifting demographics. These forces are fostering demand for fresh talent in both those providing financial advice and those leading wealth management organizations. 

The Online MS in Finance-Wealth Management (MSF) program prepares students for the opportunities these disruptive forces are creating. Grounded in investments, financial technology, leadership, and investor psychology, the program helps students hone the holistic set of skills critical for success in wealth management.

Strengthen Your Assets, Minimize Your Liabilities

  • 100% Online Degree
  • 30-credit degree program 
  • Complete in as few as 12 months
  • Take classes on a full- or part-time basis
  • Three annual admission cycles—Fall, Spring, and Summer
  • GMAT waivers available
  • Same tuition for in and out-of-state
  • AACSB Accredited

Online MSF Curriculum

The MSF program requires 30 graduate credits. The courses are delivered through a mix of synchronous and asynchronous online modalities. Students will complete 15 credits of foundation and core courses and 15 credits of approved electives.

Five Foundation and Core Courses (15 credits)

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.

Prerequisite: 53:390:506 Financial Management 

The investment setting, organization, and functioning of securities markets. Topics include 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 

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 

By unifying standard financial principles and descriptions of how people behave, behavioral finance bridges financial theory, empirical evidence, and practice and leads to an understanding of how human behavior affects financial decision making and financial markets. Studying people’s wants, cognitive biases, and emotional shortcuts and errors leads to insights on important issues in finance, such as investment, saving, and spending decisions, portfolio construction, asset pricing, and market efficiency.

Prerequisite: 53:390:506 Financial Management 

Within the wealth management industry, technology has the potential to add value at all phases of the client lifecycle. In this course, students will learn about the key technological solutions in wealth management and how to critically evaluate their value propositions. Through partnerships with industry leaders, students will have access to software in areas such as customer relationship management (CRM), financial planning, portfolio management, risk assessment, and data analytics. The course will also explore the field of robo-advising.

Five Electives - Chosen from the Following Coures (15 credits)

The course provides a comprehensive overview of new financial technologies. Such technologies combine traditional investment practice with the ever-increasing power of computation to facilitate the achievement of highly customized objectives. The course covers the rise of big data analytics (Artificial Intelligence and Machine Learning) as well as the rise of automated investment advisers and algorithmic trading. We also discuss the role of the Blockchain in cryptocurrencies, such as Bitcoin and Etherium, and their implications for investment management practice and financial services.

This course provides a broad and practical introduction to the modern methods of Financial Data Analysis. The course emphasizes the use of modern analytical techniques to extract insights from the most commonly used financial data. Using a hands-on approach, students will develop deep practical intuition into the nature of financial returns, bond valuation, and stock pricing. Using a programming language, such as “R,” students will build financial models using a mix of market and accounting information, build optimally weighted portfolios, learn the basics of risk management, and learn simulation techniques, such as Bootstrap and Resampling.

Prerequisite: 53:390:506 Financial Management or an assigned LinkedIn Learning course.

This course provides a broad and practical introduction to the modern methods of Investment Management. The course emphasizes the use of big data and modern analytical techniques of Machine Learning and Artificial Intelligence to improve the performance of investment management. We start with the introduction to Python and financial data. We then apply Python and machine learning algorithms to the fundamental topics on investment management, such as bond valuation, stock pricing, derivative pricing, portfolio construction and optimization, international asset allocation, Monte Carlo simulation, and performance measurement.

Prerequisite: 53:390:506 Financial Management or an assigned LinkedIn Learning course.

This course is designed to help students acquire foundational knowledge and skills related to understanding, predicting, and changing human behavior and processes in and around organizations. Students will become more aware of their strengths and weaknesses as individuals and team members. They will learn how to apply theoretical concepts to master real-world challenges. Topical coverage includes, but is not limited to, leadership models and theories, job attitudes, employee motivation, group/team dynamics, decision-making, organizational climate and culture, stress, diversity, and individual differences, such as perceptions, attitudes, and personality.

This course examines major concepts, theories, processes, and practices associated with conflict analysis, resolution, and negotiation. Within an interactive learning environment, emphasis is placed on preparing for and analyzing conflict and negotiation situations, developing various goals of conflict management and negotiation, learning principles of constructive and destructive communication, assessing biases and barriers to effective conflict resolution and negotiation, and reflecting on these processes for managerial growth and development. This course is designed to address a broad spectrum of conflict resolution and negotiation problems that are faced by managers and professionals. Moreover, we will combine the theoretical concepts from class with applications, so you can understand why and how things work in context. Successful completion of this course will enable you to recognize, understand, and analyze essential concepts in conflict resolution and negotiation.

This course covers development and management of digital marketing strategy, and the uses of digital media technology, including: social, mobile, and web to enhance customer equity, brand value, and ROI within the framework of an organization’s overall marketing strategy.

This course explores how to use social media marketing to achieve strategic marketing goals. Using a mix of theoretical and practical exercises, students will learn to deploy social media as a strategic marketing asset. Objectives include learning and applying social media principles and evaluating how an organization’s social media presence adds strategic value. Students will also learn to implement a social media plan, connecting strategic goals to tactical objectives and the social media tools used to listen to and engage with consumers. The course also provides the skills needed to manage and measure social media activity.

Analysis, understanding, and interpretation of financial statements; simple skills and methods for making common sense of the elaborate financial statements and financial reports prepared according to existing accounting standards and conventions. Skills relevant to credit analyses, lending decisions, security analyses, investment decisions, and other decisions that rely on financial data.

This course develops students’ data extraction, data transformation, data analysis, data interpretation, and data visualization skills. Topics include fraud detection, Benford’s Law, managerial accounting analytics, and financial accounting analytics. This course incorporates a substantial data analytics class project.

Prerequisite: 53:010:505 Non-Credit Financial Accounting Knowledge Seminar (or Undergraduate Level courses 52:010:101 Intro to Financial Accounting and 52:010:305 Intermediate Accounting)

Analytic competency is becoming tremendously important in the business world and is often the factor that distinguishes leading firms in any industry. This course is intended to provide an introductory overview of how firms implement data-driven decision-making. Students will learn statistical concepts, use spreadsheet modeling, and learn through a mix of lectures, cases, and class discussion. Students are required to have a functioning computer with Microsoft Excel installed. Within Excel, you must have DATA ANALYSIS and SOLVER functionality. The course’s primary goal is to coach students on “fact-based decision making” and enable them to carefully plan and run “business experiments” to make informed managerial decisions.

The focus of the course will be to introduce basic concepts in machine learning and data-analytic thinking to students, with an applied business orientation. Students will understand how to use data to competitive advantage and to build and evaluate models for decision-making. Companies today have access to vast amounts of data from their business operations. Data Science is the craft of extracting patterns from this data and using available information for competitive advantage. This course represents an introduction to data science and data analytic thinking. Students will learn to leverage data to answer business questions relating to classification tasks (e.g., will this credit card prospect default or not?), prediction (e.g., how much will this customer spend/year?) and similarity profiling (what do my most profitable customers look like?).

Note: Students must be comfortable installing packages independently and navigating in a computing environment. Important: The course assumes the student already has some basic familiarity with the Python programming language as well as a working knowledge of Jupyter notebooks.

Leadership Specialization

For those with experience in the field of wealth management, our Leadership in Wealth Management specialization prepares graduates to become future leaders in the wealth management industry. Students in this specialization will take the following set of elective courses:

  • Foundations of Leadership & Teamwork
  • Conflict Resolution & Negotiations
  • One approved digital marketing elective
  • One approved finance elective
  • One free approved elective

Quantiative Specialization

For those looking to delve deeper into FinTech, our Quantitative Wealth Management specialization prepares graduates to harness the technology that is disrupting the wealth management industry. Students in this specialization will take the following set of elective courses:

  • Fintech and Financial Innovation
  • Financial Data Analytics
  • Investment Management and Machine Learning
  • One approved quantiatibe/analytics elective
  • One free approved elective

What's in Your Tech Stack?

Through partnerships with industry leaders in
wealth management technology, students will have complimentary access to and gain hands-on experience with critical wealth management software solutions.

In response to COVID-19, the Rutgers School of Business–Camden has decided to waive the GMAT/GRE standardized test score requirement for all graduate program applicants, effective now through Fall 2022.

Upcoming Events and Info Sessions

More Information

For more information or guidance through the application process, contact a Graduate Team Member at rsbc.grad@camden.rutgers.edu or 856-225-6452.

Questions?

Check out our FAQs page for some answers.

Contact Us

Dr. David Pedersen
Program Director
227 Penn St., Camden, NJ 08102
856-225-6763 david.pedersen@rutgers.edu

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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 Fall 2022 Application is now open! 

Priority will be given to applications received by July 31. 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. Personal essay
  3. 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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  • 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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  • Provide a list of community or volunteer activities in which you engaged in a leadership role.

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  • Essay

  • Please write a short essay between 150 to 350 words, in which you 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

  • For your application to be complete, this form and TWO REFERENCE LETTERS must be on file in the Student Experience Center. 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). Your letter writers should be mail them directly to: Dan Rosenthal, Student Experience Officer, Rutgers University, School of Business, 227 Penn Street, Camden, NJ 08102 or email the letters to daniel.rosenthal@rutgers.edu.

    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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