Finance and Wealth Management, B.S.
Discover Finance and Wealth Management at Immaculata University
As a finance and wealth management major, you will learn to provide competent, ethical guidance for individuals and families as they manage their finances and plan for the future. Additionally, you will learn about financial markets, investments, global economies and stocks and bonds.
This unique major combines both corporate and personal finance, preparing graduates for either path.
At A Glance
Program: Bachelor of Science
Audience: Undergraduate students
Format: Face-to-face classes
Next Start Date: January 21, 2025
Cost: Full-time tuition
Time to Completion Four years (three-year accelerated option)
"I chose to pursue a financial planning major because I have always been intrigued by the world of finance and its potential to positively impact individuals' lives. This program appealed to me due to its focus on helping people make informed financial decisions and achieve their goals. One of the key benefits of this major is its practicality, as it equips me with the knowledge and skills to navigate complex financial landscapes, manage budgets and plan for the future. It also provides a strong foundation in investment strategies, taxation and risk management, which are essential skills for me to have in my future career as a financial planner."
Treagan DeFrain
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 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.
Just The Facts
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Student to Faculty RatioWith a 10:1 student/faculty ratio, personalized academic attention is a hallmark of Immaculata’s programs.
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