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Bachelor of Science in Financial Planning and Wealth Management

University of Delaware University of Delaware, USA

Intake Aug 2023

Jan 2023, Aug 2022

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USD 35890

Tuition Fee (USD)

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USD 75

Application Fee

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48 months


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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

Additional Information

Program Level 4-Year Bachelor's Degree

Application Processing Days 30

Program Intensity Full-Time

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 With no band less than 5.5
    79 TOEFL Score Minimum Overall Score
    110 Duolingo Minimum Overall Score
    60% CGPA Minimum Overall Score

    All 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


    Tuition Fee

    USD 75

    Application Fee

    16000 Per year

    Average Cost of Living

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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.

    Frequently Asked Questions

    Have questions? we have all the answers. Find out all the information you need about this program, student visa, work permit, and more.


    Student Visa

    When Should I Apply?

    4 to 6 months

    Bank Account?

    No Need

    Duration of visa

    Course Duration + 3 Months

    Time to Wait for Visa

    35 Days



    How can you apply

    Cost and Expenses


    Visa Fee

    Minimum Funds

    833 CAD, 917 CAD

    Other Expenses

    Medical Fee and more

    Examination and Skills

    Medical Examination


    Language Skills


    Work Permit

    Students who wish to work in Canada require a work permit to do so. A student in Canada can work part-time during the course of his studies and full-time during holidays and semester breaks and post the completion of their course/program.

    Work Permit

    Till valid study visa

    Working Hours

    20 hours/week

    Documents Required

    Study Permit

    Social Insurance Number

    Study Permit

    Post Graduate Work Permit

    The Post- Graduation Work Permit (PGWP) allows you to work for three years in Canada if you have completed a two years degree or more.

    Let's Talk

    Form or Online

    Documents Required

    List of Documents

    When to Apply

    First 3 months

    How long does it take?

    90 Days


    3 Years


    CAD 255


    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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