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Master of Science in
Finance (STEM)

Financial Planning and Wealth Management (FPWM) Track

The MSF-FPWM track is suitable for students seeking careers in the fast-growing areas of wealth management and financial planning. Wealth management is an enormous industry world-wide, and financial advisory services in tax planning, investment planning, insurance planning, and retirement and estate planning have been growing rapidly. Students with this background may be hired by firms specializing in personal financial advising, commercial banks, insurance companies, wealth management firms, brokerage firms and other financial services firms.

Students pursuing this track receive the MS in Finance degree, which is a STEM-certified program. The MSF-FPWM curriculum meets the education requirements of the Certified Financial Planner (CFP) Board of Standards, which is a standard of excellence in this industry. Upon graduation, students are eligible to sit for the CFP Exam. The curriculum has been designed in consultation with industry professionals (see Advisory Board below) to provide students with a thorough understanding of these specialized topics.

The MSF-FPWM track consists of 30 credits of graduate study through the following courses, all of which are required:

Course Credit Hours
FINA 6A35 - Managerial Finance 1.5
FINA 7A20 - Capital Markets 1.5
FINA 7A23 - Portfolio Theory and Practice 1.5
FINA 7A42 - Banking and Credit Analysis 1.5
FINA 7324 - Investment & Portfolio Management Project I 3.0
FINA 7325 - Investment & Portfolio Management Project II 3.0
FINA 7344 - Principles of Financial Planning 3.0
FINA 7345 - Individual Taxation 3.0
FINA 7346 - Personal Risk Management 3.0
FINA 7347 - Retirement Planning 3.0
FINA 7348 - Estate Planning 3.0
FINA 7349 - Capstone in Personal Financial Planning 3.0

Wealth Management

Advisory Board

The Wealth Management Advisory Board consists of successful industry professionals who are highly committed to the Bauer MSF program. The primary roles of the advisory board are to: (1) give us inputs on the wealth management curriculum; and (2) facilitate industry contacts and networks for MSF students to help them with their internships and placement. The current members of the Wealth Management advisory board are as follows:

Kristen Habich, Managing Director and Market Manager, J. P. Morgan
Phillip Hamman, President and CEO, Linscomb Williams
James Hong, Founding Principal, Hong Financial
William (Bill) Hurt, Senior Managing Director, U.S. Capital Advisors
Scott Jackson, Head of Wealth Management/Portfolio Manager, Doliver Capital Advisors
Nick Johnson, Vice President, Willis Johnson & Associates
Rafael Martinez, Vice President, Charles Schwab & Co. Inc.
Alexander Nuno, Senior Vice President, Comerica Wealth Management
John Osborn, Founding Partner, The Pension Professionals
Cully Platt, Managing Director, Bank of America
Trey Wilkinson, President and CEO, Trinity Legacy Partners

Connect with an Advisor
Questions about the MS Finance program?

Advisors are available to answer questions.