Columbia University

The wealth management industry is at an inflection point. A shifting value proposition, wealth-tech adoption, regulatory changes, the democratization of financial advice and products, and sizable transfers of wealth over the next few decades are just some of the forces that are transforming and creating new career opportunities in wealth management. 

As client service expectations and the role of the financial advisor have broadened significantly, advisors must embrace a holistic approach to wealth management and understand their client’s goals across multiple dimensions.  The success of a wealth management professional calls for advisors to offer a wider array of tailored financial and life-planning advice.  Columbia University’s rigorous, multidisciplinary program helps students build expertise in the theory and practice of core areas of wealth management, such as investment, tax, estate, and retirement planning in conjunction with honing important client skills such as communication, psychology, decision making, and relationship management.  The curriculum is built around problem-based learning to encourage collaboration, team-building, and critical thinking.  This innovative part-time program provides students with the knowledge and skills to have an immediate impact in the workplace and the strategies and tools to successfully navigate a wealth management firm through changes in the coming decade.

A 16-month online program specially designed to accommodate working professionals, Columbia University’s Master of Professional Studies in Wealth Management program is taught by elite faculty with deep, applied experience in their respective fields.  Additionally, it is a CFP Board Registered Program designed to help students meet the educational requirements for CFP® certification. The future of wealth management starts here – join Columbia University’s Master of Professional Studies in Wealth Management program, the only one of its kind in the Ivy League.