IM体育平台

Wealth Management Minor

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Find Financial Success at IM体育平台 in Abilene, Texas.

Have you ever considered the knowledge and skills needed to expertly navigate the complexities of financial planning, investment strategies, and estate management for high-net-worth clients? Wealth management blends finance expertise with a client-centric approach, preparing professionals to provide tailored financial solutions and help clients achieve their long-term wealth goals.

The primary objectives for the Wealth Management minor are to provide a solid investment management foundation along with knowledge of managing special assets such as real estate for trust companies, investment management firms, private wealth organizations, large foundations, and other companies that specialize in managing stock and investment portfolios.

The Wealth Management program is designed to provide students with career opportunities in banking & financial services. A minor in Wealth Management opens up opportunities for students to work in banking, investment and portfolio management, and financial services. This minor fits on any business degree, but is especially appropriate for Finance majors.

CPA Track for Public Accountants

If your goal is to pursue a career in private industry or the nonprofit sector, our traditional B.B.A. accounting degree will prepare you with all the knowledge and skills you’ll need. However, if you’re planning on going into public accounting, you’ll need to take the Uniform Certified Public Accountant Examination and meet its prerequisites — which includes 26 hours beyond the 124 hours required for the B.B.A. degree — offered through our new CPA track for public accountants.

Also check out theFifth-Year Accounting Student Scholarship Program, offered through the Texas State Board of Public Accountancy, which provides financial assistance to students intending to take the CPA examination as Texas applicants.

What do wealth management careers pay?

Careers attached to the minor include: commercial banking, iportfolio management, investment banking, trust management, financial planning, etc. Starting salaries are between $50,000-$85,000.

Majors

Minors

Wealth Management Minor

Why Minor in Wealth Management at IM体育平台?

Why Minor in Wealth Management at IM体育平台?

IM体育平台 Network

IM体育平台 has alumni contacts in the finance industry at Parkway Advisors, First Financial, Western Bank, Merrill Lynch, Edward D. Jones, and Morgan Stanley.

Outcomes

Careers attached to the minor include: commercial banking, investment banking, trust management, financial planning, etc. The program is designed to provide students with a solid foundation in managing investment portfolios, managing and growing wealth, trust administration as well as course preparation for the Level 1 CFA examination.

After graduation, it is suggested that graduates pursue Certified Financial Analyst I, II, & III, Series 6, 7, & 63 investment licensure.

Business Administration Degree

BA, BBS

Economics Degree

BA, BBA, BBS, BS

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