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Bachelor of Science in Financial Planning and Wealth Management University of Delaware University of Delaware, USA

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USD 37680

Tuition Fee (USD)

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USD 75

Application Fee

Duration icon

48 months

Duration

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6.5

IELTS

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79

TOEFL

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60%

Min GPA

Program Overview

As many employees are now tasked with managing their own money both before and after retirement, a growing number of individuals and families need financial planners to help them make important financial decisions.

By using your financial planning skills to provide this much-needed skill to those in need of help, you’ll have access to a wide variety of career options ranked high in job satisfaction.

By choosing a career in financial planning and wealth management, you’ll become part of an industry that has been consistently ranked as one of the 10 best career choices, with employment opportunities on track to expand rapidly.

Program Highlights

Hands-on Learning

  • As a Lerner College financial planning and wealth management major, you will complete specialized courses in investments, insurance, income tax, retirement planning and estate planning. During your final semester of senior year you will complete the capstone course. The capstone course is a “real world” experience. You will work on 4 client cases throughout the semester, working closely with members of the Financial Planning Advisory Board to build financial plans for each. The board is a committee of 9 UD alumni who have built their own successful financial planning practices. This means you’ll get hands-on training that takes you through the full financial planning process from start to finish – before you even graduate.

Certified Financial Planning Accreditation

  • The Certified Financial Planning (CFP) Board has accredited the Lerner College’s financial planning and wealth management program. Individuals who wish to take the CFP Exam must first complete a series of educational requirements. Graduates of the financial planning and wealth management major at UD will have satisfied the CFP education requirement. This means that our graduates can sit for the CFP Exam immediately after graduation.

Seminar Series

  • You will have opportunities throughout the year to hear from finance industry professionals from public and private institutions such as the Securities and Exchange Commission, the Federal Reserve Bank and the nation’s top bank and trust companies like JPMorgan Chase, PNC and Wells Fargo.

Research Databases

  • As a financial planning and wealth management student, you’ll have access to industry-specific research databases maintained by the Department of Finance. The most commonly used databases are Bloomberg, eMoney and Morningstar.

Student Organizations

  • Blue Hen Investment Club
  • Association for Latino Professionals in Finance and Accounting
  • Financial Management Association
  • Women in Business
  • Minority Business Student Association
  • Alpha Kappa Psi Business Fraternity
  • Lerner Student Advisory Board
  • Delta Sigma Pi Business Fraternity
Read more

Additional Information

Program Level 4-Year Bachelor's Degree

College/University Processing Time 30

Program Intensity Full-Time

Optional Practical Training (OPT) work permit

Program Intake

Closed

Jan 2024, Aug 2024, Sep 2024

General Admission Requirement

    Academic Requirement

    • Minimum Level of Education Required: To be accepted into this program, applicants must have Grade 12 / High School Diploma.

    6.5 IELTS Score
    79 TOEFL Score Minimum Overall Score
    53 PTE Score Minimum Overall Score
    110 Duolingo Minimum Overall Score
    60% CGPA Minimum Overall Score

    Similar Programs

    Tuition Fee

    The values given below are estimated figures, excluding extra charges like material fee, student activity fees, athletic fees, health care, etc., for courses. To know more, please visit the Programs page.

    Average Tuition Fee Per Year

    37680

    Tuition Fee
    (USD)

    USD 75

    Application Fee
    (USD)

    16000 Per year

    Average Cost of Living
    (USD)

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    The living costs include the total expenses per month, covering accommodation, public transportation, utilities (electricity, internet), books and groceries.

    Check program website for more information about funding options.

    Scholarships

    International Scholarships: All international freshmen applicants are automatically considered for possible scholarship funding. Encourage students to apply early for best consideration! Scholarships range from $5,000-$18,000 and are renewable each year (maintaining a 3.0 GPA). I am re-sharing our scholarship flyer for your reference. If you have any questions about the application process or the status of an application, please do not hesitate to contact me.

    At the University of Delaware, we believe in bringing ideas and perspectives from all over the world onto our campus. That's what drives innovation. That's why we're proud to support international students with scholarships.* Awards range from $5,000 - $18,000 per year.

    We also offer a handful of exceptional international students an opportunity to compete for our most prestigious scholarships as a Distinguished Scholar. Scholarships are awarded for four years, provided the student maintains a 3.0 grade point average at the University of Delaware.

    All international students who apply are automatically considered for all possible scholarships. There is no separate scholarship application.

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