Wealth Management

minor

This minor provides a solid understanding of the concepts and techniques used by wealth management and insurance advisors and practitioners to assist individual and institutional clients. Students will gain the necessary skills to help individuals and firms meet the expanding needs of their client base. This minor also facilitates obtaining necessary coursework for important career and professional certification such as Certified Financial Analysts (CFA), Certified Financial Planners (CFP), Certified Insurance Counselors (CIC), and Certified Risk Managers (CRM).

About this Program

School Information

One of the nation’s top-ranked undergraduate public business schools, the Heavener School of Business offers degrees in Finance, General Business, Management, Information Systems & Operations Management, and Marketing.
Website

CONTACT

352.273.0165

P.O. Box 117150
1325 West University Avenue
HEAVENER HALL 333
GAINESVILLE FL 32611-7150
Map

Curriculum

All upper-division courses must be taken for letter grade at UF or via an approved study abroad program.

Flexible learning courses will not count toward the minor.

Courses required for this minor require specific sequencing; students should meet with an Academic & Career Advisor in the Heavener School of Business as soon as they begin considering this minor to ensure appropriate planning and timing of the completion of each requirement.

Required Courses

ACG 2021Introduction to Financial Accounting4
ECO 2023Principles of Microeconomics4
FIN 3124Introduction to Financial Planning & Wealth Management4
FIN 3403Business Finance4
FIN 4128Financial Plan Development4
FIN 4132Estate & Tax Planning4
RMI 3011Risk Management and Insurance4
Total Credits28