Explore what the Wealth Management and Financial Planning Program within the Wisconsin School of Business can do for you. Click on one of the links on the side or scroll through the information at the bottom to learn more!

"The Wealth Management and Financial Planning program is invaluable as I begin my career in private wealth management. Learning the concepts and engaging in case studies gave me the confidence in interviews and the ability to perform well in my internships. I definitely recommend this program to anyone thinking about a career in wealth management."

- Michael Hartlieb

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The Wealth Management and Financial Planning program was created within the Wisconsin School of Business to give undergraduate students the opportunity to prepare for the Certified Financial Planner (CFP) accreditation while earning a bachelors degree. Undergraduate students studying Finance within the School of Business are able to participate in this program.