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Advance your financial advising career beyond fundamentals to reach the highest echelons of the finance sector
Financial advising consistently ranks as one of America's most sought-after professions, with growing needs as retirement planning shifts from employers to individuals. To excel as a wealth manager, you must grasp core financial principles like risk assessment, investment strategies, and estate planning, while also developing analytical capabilities to provide clients with valuable, informed recommendations. This applies whether you're assisting families with education savings, retirees with legacy planning, or institutional investors like hedge funds.
Stevens' Financial Planning certificate program holds accreditation from the Certified Financial Planner Board of Standards, confirming it delivers the essential training for future planners to qualify for certification examinations.
Applicants have a bachelor's degree from an accredited college or university.
< p>English language proficiency students must score at least 74 on TOEFL iBT, 550 on TOEFL PBT, 6 on IELTS.online Application deadlines: Fall: August 15; Spring: January 15.