Finance, Wealth Management & Financial Planning, B.S.

In Immaculata’s business lab, you have access to real-world business news, financial data and software used by professionals in the industry, giving you a head start in your career.

You can join Immaculata’s Business Club and tour local and regional companies to learn about business operations, network with business and finance professionals, and attend guest speaker presentations.

You will gain hands-on experience by participating in an internship and associated practicum course that connects your course material with the business world. Working adults typically use their work experience in place of the internship.

Once you’ve completed your undergraduate degree, you will be prepared for graduate school or further training to become a certified financial planner (CFP), a chartered financial consultant (ChFC), or a chartered financial analyst (CFA).

Whether you want to work on Wall Street or Main Street, career options are plentiful for finance majors, including budget officer, lending officer, financial analyst, risk management, financial planner/advisor, investment banker, bond trader, stock broker or portfolio manager.

This program provides the required coursework you need to take the certified financial planner (CFP) exam. Once you have passed the exam and completed the required hours of related professional experience, you may apply for CFP certification. Earning this credential qualifies you to analyze your clients’ financial needs and provide sound advice on topics such as:

• Insurance and risk management
• Investment planning, securities analysis and asset allocation
• Retirement planning
• Estate planning
• Income and estate tax planning

As a personal financial advisor, you can earn a median salary of $88,000 in a profession with faster than average job growth, according to the Bureau of Labor Statistics. America’s aging population is creating a high demand for financial planners. Immaculata’s location in southeastern Pennsylvania puts you in close proximity to many potential employers, including Vanguard, one of the world’s largest investment management companies.

The Bachelor of Science in Finance, Wealth Management & Financial Planning offered by Immaculata University is accredited by the Accreditation Council for Business Schools and Programs (ACBSP). The ACBSP accreditation certifies that the teaching and learning processes within the business programs meet the rigorous educational standards established by ACBSP. Immaculata University is committed to providing the highest quality business education for our students, as evidenced by this accreditation.